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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
AssetMark Inc
451
AssetMark Inc
California
$1.03M +$158K +536 +19%
DAS
452
Dynamic Advisor Solutions
Arizona
$1.02M +$295K +1,003 +42%
SIAP
453
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.02M -$10.3K -35 -1%
DWM
454
Dakota Wealth Management
Florida
$1.01M
IIA
455
ICW Investment Advisors
Arizona
$1M +$12.6K +43 +1%
TFS
456
Thoroughbred Financial Services
Tennessee
$982K -$12.6K -43 -1%
HFAS
457
Hummer Financial Advisory Services
Illinois
$980K
LNC
458
Lincoln National Corp
Pennsylvania
$960K +$64.1K +218 +7%
EWM
459
Evercore Wealth Management
New York
$949K
CBNLCF
460
Cognios Beta Neutral Large Cap Fund
Kansas
$946K +$37K +126 +4%
CT
461
Columbia Trust
Oregon
$934K +$161K +548 +22%
VEA
462
Virtus ETF Advisers
New York
$930K +$129K +439 +17%
VU
463
Vanderbilt University
Tennessee
$925K -$69.4K -236 -7%
SWM
464
Segment Wealth Management
Texas
$924K -$25K -85 -3%
CM
465
Columbus Macro
Pennsylvania
$923K +$32.1K +109 +4%
TWC
466
TD Waterhouse Canada
Ontario, Canada
$923K +$110K +374 +15%
LNWWM
467
Laird Norton Wetherby Wealth Management
California
$917K +$35.9K +122 +4%
MYLI
468
Meiji Yasuda Life Insurance
Japan
$912K +$169K +575 +24%
FLI
469
Family Legacy Inc
South Carolina
$902K +$22.1K +75 +3%
TF
470
Trek Financial
Arizona
$902K -$1.4M -4,750 -61%
RCG
471
Regatta Capital Group
California
$901K
BRWA
472
B. Riley Wealth Advisors
Florida
$899K -$15K -51 -2%
CA
473
Commerzbank Aktiengesellschaft
Germany
$888K -$301K -1,024 -26%
IAN
474
Integrated Advisors Network
Texas
$884K -$25.9K -88 -3%
TMAM
475
Tokio Marine Asset Management
Japan
$877K +$91.4K +311 +12%

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.