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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
GDP
526
Great Diamond Partners
Maine
$634K -$68.2K -232 -10%
FNT
527
First Nebraska Trust
Nebraska
$631K -$6.76K -23 -1%
HGWM
528
Horst & Graben Wealth Management
Oregon
$608K
VAS
529
Vestmark Advisory Solutions
Massachusetts
$608K +$32.3K +110 +6%
RJT
530
Raymond James Trust
Florida
$606K -$19.4K -66 -3%
William Blair & Company
531
William Blair & Company
Illinois
$605K -$210K -715 -26%
SCA
532
Snowden Capital Advisors
New York
$602K +$22.3K +76 +4%
CM
533
Cercano Management
Washington
$599K
IFG
534
Independent Financial Group
California
$599K +$96.7K +329 +20%
GT
535
Greenleaf Trust
Michigan
$596K +$53.8K +183 +10%
CIA
536
Capital Investment Advisors
Georgia
$590K +$1.18K +4 +0.2%
GCMG
537
Gyroscope Capital Management Group
Florida
$588K +$87.6K +298 +18%
AIP
538
Ameritas Investment Partners
Nebraska
$588K
SFS
539
Strategic Financial Services
New York
$588K +$29.4K +100 +5%
FFA
540
First Foundation Advisors
California
$584K -$32.3K -110 -5%
EMG
541
ETF Managers Group
New Jersey
$582K +$8.23K +28 +1%
USCWA
542
U.S. Capital Wealth Advisors
Texas
$581K
FMAEN1
543
Fund Management at Engine No 1
California
$580K +$52.3K +178 +10%
KIA
544
KCM Investment Advisors
California
$576K -$67K -228 -11%
AF
545
Arrow Financial
New York
$574K
TWI
546
Thomas White International
Illinois
$574K +$5.59K +19 +1%
CI
547
Cigna Investments
Connecticut
$573K -$10.9K -37 -2%
CT
548
Cambridge Trust
Massachusetts
$572K +$51.5K +175 +10%
CCM
549
Cullen Capital Management
New York
$571K
BC
550
Bartlett & Co
Ohio
$570K -$4.12K -14 -0.7%

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.