Which New Zealand managed funds hold PUBLIC STORAGE?

35 New Zealand managed funds hold PUBLIC STORAGE as a direct holding, across 12 fund managers. Weights range from 0.000% to 3.55% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding PUBLIC STORAGE indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in PUBLIC STORAGE?

Mercer Global Listed Real Estate Fund has the largest direct holding at 3.55% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold PUBLIC STORAGE?

35 funds hold PUBLIC STORAGE directly, across 12 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold PUBLIC STORAGE indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Mercer Global Listed Real Estate Fund	Mercer	3.55%
NZ Funds Global Property	NZ Funds	2.87%
Pathfinder Global Property Fund	Pathfinder	2.06%
NZ Funds Wealth Builder - Inflation Strategy	NZ Funds	0.530%
Te Ahumairangi Global Equity Fund	Te Ahumairangi	0.420%
Pathfinder Global Responsibility Fund	Pathfinder	0.230%
Summer Global Equities	Summer	0.190%
Mercer Income Generator Fund	Mercer	0.170%
Kernel Balanced Fund	Kernel	0.160%
Kernel High Growth Fund	Kernel	0.160%
Pathfinder Ethical Growth Fund	Pathfinder	0.120%
Summer Growth Selection	Summer	0.090%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.080%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.080%
Simplicity Hedged Global Share Fund	Simplicity	0.070%
Simplicity Unhedged Global Share Fund	Simplicity	0.070%
Octagon Balanced Fund	Octagon	0.060%
Summer Balanced Selection	Summer	0.060%
Mercer All Country Global Shares Index Fund	Mercer	0.050%
Simplicity High Growth Investment Fund	Simplicity	0.050%
Simplicity Growth Investment Fund	Simplicity	0.040%
Kernel Global ESG Fund	Kernel	0.040%
ACI Growth Fund	AACI	0.030%
Simplicity Balanced Investment Fund	Simplicity	0.030%
Summer Conservative Selection	Summer	0.030%
AMP International Shares Managed Fund	AMP	0.020%
Mercer Global Shares Fund	Mercer	0.020%
ACI Conservative Fund	AACI	0.010%
AMP Balanced Managed Fund	AMP	0.010%
AMP Growth Managed Fund	AMP	0.010%
AMP Aggressive Managed Fund	AMP	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
Mercer Responsible Balanced Fund	Mercer	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%

Funds holding PUBLIC STORAGE usually also hold

Companies that appear alongside PUBLIC STORAGE in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 2 spellings were treated as PUBLIC STORAGE — shown so you can check the grouping rather than take it on trust.

PUBLIC STORAGE
Public Storage

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