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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
PA
501
Procyon Advisors
Connecticut
$899K +$349K +1,197 +64%
SIAP
502
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$898K -$87.4K -300 -9%
BB
503
Busey Bank
Illinois
$894K -$154K -529 -15%
SWM
504
Segment Wealth Management
Texas
$893K
TMAM
505
Tokio Marine Asset Management
Japan
$891K +$42.8K +147 +5%
FLI
506
Family Legacy Inc
South Carolina
$872K
CM
507
Columbus Macro
Pennsylvania
$870K -$30.9K -106 -3%
MC
508
Machina Capital
France
$868K +$866K +2,973 New
CA
509
Commerzbank Aktiengesellschaft
Germany
$857K
WBC
510
Westpac Banking Corp
Australia
$846K -$20.4M -69,851 -96%
CA
511
Cetera Advisors
Colorado
$846K +$36.4K +125 +5%
WA
512
Waddell & Associates
Tennessee
$845K +$6.7K +23 +0.8%
HCA
513
Harbor Capital Advisors
Illinois
$844K
SWM
514
Silverlake Wealth Management
Vermont
$841K +$21.9K +75 +3%
FAM
515
Formidable Asset Management
Ohio
$829K +$77.8K +267 +10%
BRWA
516
B. Riley Wealth Advisors
Florida
$824K -$44.9K -154 -5%
MBT
517
Montecito Bank & Trust
California
$821K +$488K +1,676 +147%
William Blair & Company
518
William Blair & Company
Illinois
$808K +$223K +764 +38%
TCM
519
Twin Capital Management
Pennsylvania
$805K -$35.3K -121 -4%
KCM
520
KLK Capital Management
California
$770K -$36.7K -126 -5%
GRP
521
Global Retirement Partners
California
$768K +$5.25K +18 +0.7%
WC
522
Wexford Capital
Florida
$764K +$467K +1,603 +158%
LW
523
Linscomb Wealth
Texas
$762K -$38.2K -131 -5%
SAM
524
Smithbridge Asset Management
Pennsylvania
$758K +$3.21K +11 +0.4%
CCA
525
Checchi Capital Advisers
California
$757K -$68.2K -234 -8%

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.