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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
QI
526
Qtron Investments
Massachusetts
$757K
ASN
527
Advisory Services Network
Georgia
$752K -$31.5K -108 -4%
NW
528
NewEdge Wealth
Pennsylvania
$752K -$291 -1 -0%
CGL
529
Clarius Group LLC
Washington
$748K -$23.6K -81 -3%
CAM
530
Cozad Asset Management
Illinois
$742K +$740K +2,541 New
BFA
531
BBJS Financial Advisors
Washington
$720K +$90.9K +312 +14%
BTWM
532
Baker Tilly Wealth Management
Wisconsin
$719K +$718K +2,464 New
MA
533
Mutual Advisors
Nebraska
$713K -$28K -96 -4%
JAG
534
Journey Advisory Group
Kentucky
$713K -$450K -1,545 -39%
DC
535
Davenport & Co
Virginia
$712K +$46K +158 +7%
PA
536
Profund Advisors
Maryland
$712K -$12.2K -42 -2%
FFA
537
First Foundation Advisors
California
$706K +$141K +484 +25%
CBNLCF
538
Cognios Beta Neutral Large Cap Fund
Kansas
$703K -$231K -794 -25%
LIM
539
Loudon Investment Management
New Hampshire
$701K
DFCM
540
Dark Forest Capital Management
Puerto Rico
$700K +$699K +2,398 New
Connor, Clark & Lunn Investment Management (CC&L)
541
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$699K +$698K +2,395 New
AAM
542
AR Asset Management
California
$697K
MCM
543
MAI Capital Management
Ohio
$692K +$225K +772 +48%
CAM
544
Campion Asset Management
Virginia
$677K
TA
545
TFG Advisers
Michigan
$673K +$21.6K +74 +3%
KWA
546
Kingswood Wealth Advisors
California
$665K +$664K +2,277 New
YIH
547
Y-Intercept (HK)
Hong Kong
$662K -$1.71M -5,881 -72%
GDP
548
Great Diamond Partners
Maine
$651K +$37.9K +130 +6%
MG
549
Mather Group
Illinois
$648K +$263K +902 +68%
PCIA
550
Prime Capital Investment Advisors
Kansas
$647K +$174K +597 +37%

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.