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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
CM
576
Cercano Management
Washington
$579K
CIA
577
Capital Investment Advisors
Georgia
$563K -$6.12K -21 -1%
BFG
578
Bleakley Financial Group
New Jersey
$562K -$65K -223 -10%
BWM
579
Biltmore Wealth Management
Arizona
$562K +$54.2K +186 +11%
SS
580
Simplicity Solutions
Minnesota
$562K -$65.9K -226 -11%
USCWA
581
U.S. Capital Wealth Advisors
Texas
$562K +$291 +1 +0.1%
CI
582
Cigna Investments
Connecticut
$557K +$2.91K +10 +0.5%
SFS
583
Strategic Financial Services
New York
$557K
AF
584
Arrow Financial
New York
$555K
TWI
585
Thomas White International
Illinois
$554K
CCM
586
Cullen Capital Management
New York
$552K
SBF
587
Sara-Bay Financial
Florida
$551K +$77.2K +265 +16%
BCWM
588
Bartlett & Co Wealth Management
Ohio
$550K
BC
589
Bartlett & Co
Ohio
$550K
AIP
590
Ameritas Investment Partners
Nebraska
$548K -$20.1K -69 -4%
CCM
591
Coldstream Capital Management
Washington
$546K +$291 +1 +0.1%
KAS
592
Kestra Advisory Services
Texas
$546K +$545K +1,869 New
PBC
593
Pavion Blue Capital
California
$543K +$251K +860 +86%
GCMG
594
Gyroscope Capital Management Group
Florida
$542K -$26.2K -90 -5%
WP
595
WealthPLAN Partners
Nebraska
$525K
EA
596
Ellsworth Advisors
Ohio
$521K +$30.6K +105 +6%
DF
597
Donoghue Forlines
Massachusetts
$517K +$516K +1,772 New
SWP
598
Stratos Wealth Partners
Ohio
$517K -$4.66K -16 -0.9%
CIC
599
Carnegie Investment Counsel
Ohio
$516K +$3.21K +11 +0.6%
KFA
600
Krane Funds Advisors
New York
$515K +$514K +1,763 New

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.