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Public Storage
PSA

Overview Fund Activity

970 hedge funds and large institutions have $37.3B invested in Public Storage in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 371 increasing their positions, 332 reducing their positions, and 92 closing their positions.

Holders
970
Holders Change
-8
Holders Change %
-0.82%
% of All Funds
15.47%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
95
Increased
371
Reduced
332
Closed
92
Calls
$168M
Puts
$139M
Net Calls
+$29.3M
Net Calls Change
+$18.4M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$296M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.29B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$835M
4
Capital International Investors
4
Capital International Investors
California
$2.14B
5
Lazard Asset Management
5
Lazard Asset Management
New York
$162M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$564M
2
EWA
2
EP Wealth Advisors
California
$560K
3
CIM
3
Centersquare Investment Management
Pennsylvania
$276M
4
RC
4
Resolution Capital
Australia
$139M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
926
ClariVest Asset Management
California
$8K +$593 +2 +8%
PWA
927
Provenance Wealth Advisors
Florida
$7.91K +$7.91K +30 New
MIM
928
Manitou Investment Management
Ontario, Canada
$7.12K – – –
MFT
929
Moisand Fitzgerald Tamayo
Florida
$6.59K – – –
NSIM
930
North Star Investment Management
Illinois
$6.59K – – –
HC
931
Hoese & Co
Minnesota
$6.59K – – –
AWM
932
Abound Wealth Management
Tennessee
$5.33K -$2.4K -9 -31%
DIP
933
DT Investment Partners
Pennsylvania
$5.27K -$23.7K -90 -82%
CSWM
934
Cassady Schiller Wealth Management
Ohio
$5.27K – – –
HBW
935
Hazlett, Burt & Watson
West Virginia
$5K – – –
IFAM
936
Institutional & Family Asset Management
Colorado
$4.74K +$1.85K +7 +64%
WTA
937
Washington Trust Advisors
Massachusetts
$4.48K +$1.58K +6 +55%
VWM
938
Venturi Wealth Management
Texas
$4.22K +$4.22K +16 New
VCM
939
Versant Capital Management
Arizona
$3.95K +$2.9K +11 +275%
WWP
940
WR Wealth Planners
Missouri
$3.69K – – –
GEA
941
Glen Eagle Advisors
New Jersey
$3.16K – – –
OA
942
Operose Advisors
Wisconsin
$3.16K +$3.16K +12 New
FMP
943
Financial Management Professionals
Texas
$3K -$5.54K -24 -65%
CPG
944
Cornerstone Planning Group
New Jersey
$2.9K – – –
EBA
945
Eagle Bay Advisors
New York
$2.64K – – –
FGA
946
Fortis Group Advisors
New Jersey
$2.64K +$2.64K +10 New
HT
947
Headlands Technologies
Illinois
$2.64K +$2.64K +10 New
TCA
948
Trifecta Capital Advisors
Illinois
$2.37K – – –
NC
949
NewSquare Capital
Pennsylvania
$2.37K +$2.37K +9 New
AAP
950
Arax Advisory Partners
Colorado
$2.12K +$2.12K +8 New
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