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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
MAS
501
Meeder Advisory Services
Ohio
$748K +$39.1K +133 +6%
FTDI
502
First Trust Direct Indexing
Massachusetts
$745K +$25K +85 +4%
AG
503
AIA Group
Hong Kong
$743K -$114K -387 -14%
GRP
504
Global Retirement Partners
California
$737K +$2.35K +8 +0.3%
Arrowstreet Capital
505
Arrowstreet Capital
Massachusetts
$736K +$717K +2,437 New
AAM
506
Azzad Asset Management
Virginia
$731K +$712K +2,420 New
LIM
507
Loudon Investment Management
New Hampshire
$725K
PCM
508
Penserra Capital Management
California
$723K -$2.87M -9,769 -80%
AAM
509
AR Asset Management
California
$722K
CAM
510
Campion Asset Management
Virginia
$701K +$36.8K +125 +6%
CF
511
Centaurus Financial
California
$697K +$2.65K +9 +0.4%
ACM
512
Alethea Capital Management
Washington
$695K +$677K +2,301 New
DC
513
Davenport & Co
Virginia
$690K +$31.5K +107 +5%
RPCONE
514
Retirement Planning Company of New England
Rhode Island
$680K -$17.1K -58 -3%
TA
515
TFG Advisers
Michigan
$674K +$23.5K +80 +4%
WRPWM
516
Werba Rubin Papier Wealth Management
California
$669K
WFC
517
Western Financial Corp
California
$663K +$35K +119 +6%
PA
518
Parallel Advisors
California
$660K +$21.5K +73 +3%
Lido Advisors
519
Lido Advisors
California
$657K +$151K +513 +31%
SG
520
StoneX Group
New York
$653K +$40.3K +137 +7%
BFA
521
BBJS Financial Advisors
Washington
$651K +$146K +497 +30%
SS
522
Simplicity Solutions
Minnesota
$650K +$339K +1,154 +116%
BFG
523
Bleakley Financial Group
New Jersey
$649K +$91.4K +311 +17%
DI
524
Diligent Investors
California
$649K
BFG
525
Berger Financial Group
Minnesota
$644K -$2.35K -8 -0.4%

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.