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Public Storage
PSA

Overview Fund Activity

1,048 hedge funds and large institutions have $42.7B invested in Public Storage in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 389 increasing their positions, 366 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+77
Holders Change %
+7.93%
% of All Funds
15.36%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
161
Increased
389
Reduced
366
Closed
71
Calls
$164M
Puts
$150M
Net Calls
+$14.1M
Net Calls Change
-$15.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$805M
3
Citadel Advisors
Citadel Advisors
Florida
$221M
4
BlackRock
BlackRock
New York
$4.94B
5
Marshall Wace
Marshall Wace
United Kingdom
$126M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$993M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$774M
3
Capital Research Global Investors
Capital Research Global Investors
California
$113M
4
Cohen & Steers
Cohen & Steers
New York
$472M
5
Northern Trust
Northern Trust
Illinois
$560M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
1001
Manitou Investment Management
Ontario, Canada
$8.24K – – –
IFAM
1002
Institutional & Family Asset Management
Colorado
$7.93K +$2.44K +8 +44%
CAM
1003
ClariVest Asset Management
California
$7.63K -$610 -2 -7%
NSIM
1004
North Star Investment Management
Illinois
$7.63K – – –
AWM
1005
Abound Wealth Management
Tennessee
$7.39K +$1.23K +4 +20%
WTA
1006
Washington Trust Advisors
Massachusetts
$6.71K +$1.53K +5 +29%
HC
1007
Hoese & Co
Minnesota
$6.47K – – –
FGA
1008
Fortis Group Advisors
New Jersey
$6.1K +$3.05K +10 +100%
HBW
1009
Hazlett, Burt & Watson
West Virginia
$6K – – –
DIP
1010
DT Investment Partners
Pennsylvania
$5.7K – – –
FMP
1011
Financial Management Professionals
Texas
$5K +$667 +2 +15%
S
1012
Sachetta
Massachusetts
$4.27K +$4.27K +14 New
PVH
1013
Psagot Value Holdings
Israel
$4K +$4K +13 New
AP
1014
Aspect Partners
Virginia
$3.97K +$3.97K +13 New
RTL
1015
Red Tortoise LLC
Georgia
$3.97K +$3.97K +13 New
GEA
1016
Glen Eagle Advisors
New Jersey
$3.66K – – –
OA
1017
Operose Advisors
Wisconsin
$3.66K – – –
MSWM
1018
McGlone Suttner Wealth Management
Wisconsin
$3.53K +$3.53K +12 New
QC
1019
Quent Capital
New York
$3.36K +$3.36K +11 New
DF
1020
Dunhill Financial
United Kingdom
$3.34K +$3.34K +11 New
AIMA
1021
Ables Iannone Moore & Associates
Georgia
$3.05K +$3.05K +10 New
VWM
1022
Venturi Wealth Management
Texas
$2.75K -$2.14K -7 -44%
CPG
1023
Cornerstone Planning Group
New Jersey
$2.75K -$610 -2 -18%
TCA
1024
Trifecta Capital Advisors
Illinois
$2.75K – – –
Kayne Anderson Rudnick Investment Management
1025
Kayne Anderson Rudnick Investment Management
California
$2.45K +$2.15K +7 +700%
39 40
41
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