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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
EWM
476
Evercore Wealth Management
New York
$1.06M +$138K +475 +15%
MWM
477
Maltin Wealth Management
New Jersey
$1.05M +$1.17K +4 +0.1%
RBC
478
Romano Brothers & Co
Illinois
$1.05M -$4.37K -15 -0.4%
PHS
479
Pekin Hardy Strauss
Illinois
$1.05M
VAS
480
Vestmark Advisory Solutions
Massachusetts
$1.05M +$460K +1,578 +78%
CW
481
CIC Wealth
Maryland
$1.04M +$209K +716 +25%
PCM
482
Penserra Capital Management
California
$1.03M +$334K +1,147 +48%
DAS
483
Dynamic Advisor Solutions
Arizona
$1.02M +$33.2K +114 +3%
LCM
484
Laurion Capital Management
New York
$1.02M
MAM
485
Mastrapasqua Asset Management
Tennessee
$1.01M +$5.83K +20 +0.6%
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$1M +$117K +403 +13%
IIA
487
ICW Investment Advisors
Arizona
$998K +$30.6K +105 +3%
Balyasny Asset Management
488
Balyasny Asset Management
Illinois
$996K -$44.9M -154,091 -98%
DLHL
489
Donald L. Hagan LLC
Florida
$992K -$81.9K -281 -8%
LCM
490
Landscape Capital Management
New Jersey
$986K -$51.9K -178 -5%
DWM
491
Dakota Wealth Management
Florida
$980K
WWM
492
Wolff Wiese Magana
California
$976K +$974K +3,342 +111,400%
TC
493
TownSquare Capital
Utah
$972K +$971K +3,331 New
CT
494
Columbia Trust
Oregon
$955K +$52.2K +179 +6%
RG
495
Rathbones Group
United Kingdom
$954K +$480K +1,647 +102%
TFS
496
Thoroughbred Financial Services
Tennessee
$951K +$2.33K +8 +0.2%
HFAS
497
Hummer Financial Advisory Services
Illinois
$947K
LNC
498
Lincoln National Corp
Pennsylvania
$939K +$11.7K +40 +1%
ECM
499
Everence Capital Management
Indiana
$926K
RCG
500
Regatta Capital Group
California
$924K -$14K -48 -1%

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.