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Public Storage
PSA

Overview Fund Activity

950 hedge funds and large institutions have $38.7B invested in Public Storage in 2022 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 342 increasing their positions, 345 reducing their positions, and 71 closing their positions.

Holders
950
Holders Change
+25
Holders Change %
+2.7%
% of All Funds
15.33%
Holding in Top 10
19
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-29.63%
% of All Funds
0.31%
New
114
Increased
342
Reduced
345
Closed
71
Calls
$68.6M
Puts
$58.3M
Net Calls
+$10.3M
Net Calls Change
-$60.5M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$238M
2
Invesco
2
Invesco
Georgia
$268M
3
American Century Companies
3
American Century Companies
Missouri
$372M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.01B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.3B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.51B
2
BlackRock
2
BlackRock
New York
$4.7B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$431M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$15.2M
5
Man Group
5
Man Group
United Kingdom
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BWP
1001
BSW Wealth Partners
Colorado
– – -711 Closed
ACM
1002
Alethea Capital Management
Washington
– – -703 Closed
KCM
1003
Kornitzer Capital Management
Kansas
– – -700 Closed
IFWM
1004
Institute for Wealth Management
Colorado
– – -691 Closed
RWA
1005
Ropes Wealth Advisors
Massachusetts
– – -689 Closed
PWM
1006
Peterson Wealth Management
Nevada
– – -686 Closed
CIP
1007
Convergence Investment Partners
Florida
– – -678 Closed
EW
1008
Evoke Wealth
California
– – -345 Closed
Twin Tree Management
1009
Twin Tree Management
Texas
– – -161 Closed
FAM
1010
Fred Alger Management
New York
– – -124 Closed
EC
1011
EdgeRock Capital
Colorado
– – -70 Closed
ADL
1012
Asset Dedication LLC
California
$0 1 -55 -98%
WIM
1013
Westside Investment Management
California
– – -52 Closed
WWM
1014
Wagner Wealth Management
South Carolina
– – -45 Closed
HR
1015
Howe & Rusling
New York
– – -35 Closed
QC
1016
Quent Capital
New York
– – -35 Closed
CB
1017
Community Bank
New York
– – -17 Closed
IFAM
1018
Institutional & Family Asset Management
Colorado
– – -16 Closed
TCWA
1019
Ten Capital Wealth Advisors
Washington
– – -11 Closed
GWSG
1020
GPS Wealth Strategies Group
Colorado
– – -10 Closed
CWM
1021
Castle Wealth Management
Florida
– – -6 Closed
PI
1022
PEAK6 Investments
Illinois
– – -3 Closed
WWM
1023
Wolff Wiese Magana
California
– – -3 Closed
CM
1024
Caption Management
Oklahoma
– – – –
DG
1025
DigitalBridge Group
Florida
– – – –
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