We are live on ! Find out more
PSA icon

Public Storage

984 hedge funds and large institutions have $41B invested in Public Storage in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 379 increasing their positions, 316 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 74

20% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 316

4% more funds holding

Funds holding: 947984 (+37)

8% more call options, than puts

Call options by funds: $143M | Put options by funds: $132M

0.68% less ownership

Funds ownership: 80.87%80.19% (-0.68%)

4% less capital invested

Capital invested by funds: $42.7B → $41B (-$1.69B)

27% less funds holding in top 10

Funds holding in top 10: 2216 (-6)

Holders
984
Holders Change
+37
Holders Change %
+3.91%
% of All Funds
15.45%
Holding in Top 10
16
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-27.27%
% of All Funds
0.25%
New
117
Increased
379
Reduced
316
Closed
74
Calls
$143M
Puts
$132M
Net Calls
+$10.9M
Net Calls Change
-$860K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
351
MML Investors Services
Massachusetts
$2.4M +$998K +3,425 +71%
ACIM
352
Azimuth Capital Investment Management
Michigan
$2.39M +$2.39M +8,201 New
NW
353
Naviter Wealth
Arkansas
$2.35M +$368K +1,262 +19%
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$2.33M -$1.83M -6,270 -44%
OAM
355
Ostrum Asset Management
France
$2.31M +$2.04K +7 +0.1%
GA
356
GRS Advisors
Illinois
$2.31M +$2.3M +7,903 New
AF
357
Allworth Financial
California
$2.27M +$376K +1,290 +20%
PIA
358
Petredis Investment Advisors
Pennsylvania
$2.26M +$2.26M +7,747 New
NMERB
359
New Mexico Educational Retirement Board
New Mexico
$2.24M +$117K +400 +6%
CI
360
Conning Inc
Connecticut
$2.19M -$40.8K -140 -2%
FWM
361
Fairhaven Wealth Management
Illinois
$2.19M +$2.18M +7,486 New
BFM
362
Boothbay Fund Management
New York
$2.18M +$2.18M +7,485 New
BB
363
Bell Bank
North Dakota
$2.16M
KIA
364
KCM Investment Advisors
California
$2.14M +$1.59M +5,441 +285%
EOJOAM
365
E. Ohman J:or Asset Management
Sweden
$2.13M +$117K +400 +6%
BCV
366
Banque Cantonale Vaudoise
Switzerland
$2.13M -$379K -1,300 -15%
FC
367
Forte Capital
New York
$2.13M +$292K +1,002 +16%
TA
368
Townsend & Associates
Colorado
$2.08M -$180K -618 -8%
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$2.06M +$157K +539 +8%
RP
370
Rowlandmiller & Partners
Georgia
$2.04M -$1.17K -4 -0.1%
TWC
371
TD Waterhouse Canada
Ontario, Canada
$2.01M +$1.08M +3,694 +127%
DCM
372
Dupont Capital Management
Delaware
$2M -$156K -535 -7%
API
373
Advisor Partners II
California
$2M -$37K -127 -2%
GF
374
Gries Financial
Ohio
$1.97M +$12.5K +43 +0.6%
OAM
375
Oppenheimer Asset Management
New York
$1.95M -$1.25M -4,300 -39%

PSA Hedge Fund Activity: Q2 2023 in Review

984 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2023, worth a combined $41B — down 3.9% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new PSA positions and 74 closed out — a net gain of 43 holders — while 379 added to existing stakes and 316 trimmed.

The largest buyer was Capital International Investors, adding an estimated $594M. The largest seller was Cohen & Steers, cutting an estimated $1.12B.

  • 984 institutional investors held Public Storage (PSA) as of Q2 2023, up from 947 in Q1 2023.
  • Funds reported $41B of Public Storage stock for Q2 2023, down 3.9% quarter-over-quarter.
  • 117 funds opened new Public Storage positions in Q2 2023 and 74 closed out, a net change of +43 holders.
  • The largest Public Storage buyer in Q2 2023 was Capital International Investors, an estimated $594M added.
  • The largest Public Storage seller in Q2 2023 was Cohen & Steers, an estimated $1.12B sold.

Based on aggregated 13F filings for Q2 2023.