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Public Storage

947 hedge funds and large institutions have $42.7B invested in Public Storage in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 391 increasing their positions, 288 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 288

16% more call options, than puts

Call options by funds: $83M | Put options by funds: $71.2M

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 83

10% more capital invested

Capital invested by funds: $38.7B → $42.7B (+$4B)

0.91% more ownership

Funds ownership: 79.96%80.87% (+0.91%)

1% less funds holding

Funds holding: 957947 (-10)

Holders
947
Holders Change
-10
Holders Change %
-1.04%
% of All Funds
15.09%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
93
Increased
391
Reduced
288
Closed
83
Calls
$83M
Puts
$71.2M
Net Calls
+$11.8M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
V
401
Veritable
Delaware
$1.36M +$152K +516 +13%
SBIA
402
Sheaff Brock Investment Advisors
Indiana
$1.36M +$6.76K +23 +0.5%
ZIG
403
Zurich Insurance Group
Switzerland
$1.36M
EAM
404
Erste Asset Management
Austria
$1.36M +$485K +1,650 +55%
MPPLM
405
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.35M +$64.7K +220 +5%
ACMA
406
Arbor Capital Management (Alaska)
Alaska
$1.35M +$55K +187 +4%
WHCI
407
W.H. Cornerstone Investments
Massachusetts
$1.33M +$229K +780 +22%
AAS
408
Avantax Advisory Services
Texas
$1.3M +$93.5K +318 +8%
IWC
409
Integrated Wealth Concepts
Massachusetts
$1.29M +$868K +2,952 +221%
WA
410
WBH Advisory
Maryland
$1.29M +$1.26M +4,283 New
ET
411
Equitable Trust
Tennessee
$1.29M -$49.7K -169 -4%
CIP
412
Convergence Investment Partners
Florida
$1.28M +$1.25M +4,244 New
FMC
413
First Merchants Corp
Indiana
$1.25M -$52.9K -180 -4%
MFG
414
Merit Financial Group
Georgia
$1.25M
BFA
415
Bragg Financial Advisors
North Carolina
$1.23M -$20.9K -71 -2%
BAMF
416
BI Asset Management Fondsmaeglerselskab
Denmark
$1.22M -$445K -1,514 -27%
BCM
417
Brookstone Capital Management
Illinois
$1.22M +$966K +3,286 +386%
CII
418
Capital International Inc
California
$1.21M +$1.18M +4,012 New
MLL
419
Moody Lynn & Lieberson
Massachusetts
$1.21M
JFG
420
Jefferies Financial Group
New York
$1.21M +$1.18M +4,000 New
JAG
421
Journey Advisory Group
Kentucky
$1.2M -$207K -705 -15%
CMI
422
Clare Market Investments
Texas
$1.19M +$607K +2,066 +110%
SAM
423
Sompo Asset Management
Japan
$1.19M +$326K +1,110 +39%
HTC
424
Haverford Trust Company
Pennsylvania
$1.18M +$11.2K +38 +1%
GCM
425
Graham Capital Management
Connecticut
$1.18M -$1.1M -3,731 -49%

PSA Hedge Fund Activity: Q1 2023 in Review

947 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2023, worth a combined $42.7B — up 10% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new PSA positions and 83 closed out — a net gain of 10 holders — while 391 added to existing stakes and 288 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $1.61B. The largest seller was Cohen & Steers, cutting an estimated $311M.

  • 947 institutional investors held Public Storage (PSA) as of Q1 2023, down from 957 in Q4 2022.
  • Funds reported $42.7B of Public Storage stock for Q1 2023, up 10% quarter-over-quarter.
  • 93 funds opened new Public Storage positions in Q1 2023 and 83 closed out, a net change of +10 holders.
  • The largest Public Storage buyer in Q1 2023 was Capital International Investors, an estimated $1.61B added.
  • The largest Public Storage seller in Q1 2023 was Cohen & Steers, an estimated $311M sold.

Based on aggregated 13F filings for Q1 2023.