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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 Market Value Shares Shares
Change 		Shares
Change %
MA
951
MCF Advisors
Kentucky
$2.11K 8 – –
ACA
952
Atlas Capital Advisors
Wyoming
$2.11K 8 – –
AP
953
Arlington Partners
Alabama
$1.85K 7 – –
AT
954
Arlington Trust
Alabama
$1.85K 7 +7 New
AWM
955
Atticus Wealth Management
Florida
$1.58K 6 -6 -50%
TFM
956
TFC Financial Management
Massachusetts
$1.58K 6 -1 -14%
SWA
957
SOA Wealth Advisors
New York
$1.32K 5 – –
ECM
958
Everence Capital Management
Indiana
$1.24K 4,710 +1,440 +44%
KFI
959
Key Financial Inc
Pennsylvania
$1.05K 4 -15 -79%
FSWA
960
Financial Synergies Wealth Advisors
Texas
$791 3 – –
DFA
961
DHJJ Financial Advisors
Illinois
$791 3 +3 New
CCA
962
Column Capital Advisors
Indiana
$527 2 -6 -75%
PO
963
Private Ocean
California
$527 2 – –
UFF
964
USA Financial Formulas
Michigan
$527 2 – –
SCA
965
Stuart Chaussee & Associates
California
$527 2 – –
HCP
966
Hexagon Capital Partners
Arkansas
$279 1 – –
HWP
967
Highline Wealth Partners
California
$264 1 – –
Kayne Anderson Rudnick Investment Management
968
Kayne Anderson Rudnick Investment Management
California
$264 1 – –
GWSA
969
Global Wealth Strategies & Associates
Colorado
$233 1 -26 -96%
Adage Capital Partners
970
Adage Capital Partners
Massachusetts
– – -154,692 Closed
LBIM
971
Land & Buildings Investment Management
Connecticut
– – -92,092 Closed
Point72 Asset Management
972
Point72 Asset Management
Connecticut
– – -88,402 Closed
Walleye Capital
973
Walleye Capital
New York
– – -37,959 Closed
HCM
974
HGI Capital Management
New York
– – -36,824 Closed
ZP
975
Zimmer Partners
New York
– – -32,500 Closed
37 38
39
40 41