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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
CWM
601
Chesapeake Wealth Management
Virginia
$427K +$6.76K +23 +2%
GCM
602
Gallacher Capital Management
Colorado
$426K +$93.5K +318 +29%
HGERS
603
Householder Group Estate & Retirement Specialist
Arizona
$426K -$7.64K -26 -2%
JWCA
604
J.W. Cole Advisors
Florida
$422K +$5K +17 +1%
BJL
605
Brighton Jones LLC
Washington
$422K +$2.35K +8 +0.6%
BHBT
606
Burke & Herbert Bank & Trust
Virginia
$421K
EHC
607
Everett Harris & Co
California
$421K -$119K -406 -23%
CAM
608
Cresset Asset Management
Illinois
$417K +$406K +1,381 New
S
609
SignatureFD
Georgia
$417K +$75.3K +256 +23%
BL
610
Balentine LLC
Georgia
$416K -$131K -447 -25%
AAS
611
Ameritas Advisory Services
Nebraska
$413K -$184K -625 -31%
MBTD
612
Mechanics Bank - Trust Department
California
$413K
MC
613
Moors & Cabot
Massachusetts
$411K +$44.1K +150 +12%
MG
614
Mather Group
Illinois
$398K -$4.41K -15 -1%
BO
615
Bank OZK
Arkansas
$396K
SWA
616
Stratos Wealth Advisors
Ohio
$393K -$588 -2 -0.2%
BWA
617
Blodgett Wealth Advisors
California
$393K
RCM
618
RNC Capital Management
California
$390K
ACP
619
Aveo Capital Partners
Colorado
$386K +$24.1K +82 +7%
HT
620
HighTower Trust
Texas
$386K
EWM
621
Empirical Wealth Management
Washington
$383K -$17.6K -60 -5%
WP
622
WealthSpring Partners
California
$378K +$588 +2 +0.2%
KA
623
Kovack Advisors
Florida
$375K +$49.1K +167 +16%
MAM
624
Meeder Asset Management
Ohio
$373K +$7.06K +24 +2%
BDFN
625
Bond & Devick Financial Network
Minnesota
$373K +$1.18K +4 +0.3%

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.