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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
GT
601
Greenleaf Trust
Michigan
$513K -$62.7K -215 -11%
UH
602
Unigestion Holding
Switzerland
$512K -$39.9K -137 -7%
H
603
HoyleCohen
California
$510K +$583 +2 +0.1%
GWM
604
Geneos Wealth Management
Colorado
$503K +$232K +795 +85%
SAM
605
Summit Asset Management
Tennessee
$502K
AB
606
Atlas Brown
Kentucky
$502K +$29.1K +100 +6%
WPC
607
Wedmont Private Capital
Pennsylvania
$500K -$32.9K -113 -6%
WC
608
Winmill & Co
New York
$496K
CT
609
Cambridge Trust
Massachusetts
$490K -$62.4K -214 -11%
FIA
610
Foundations Investment Advisors
Arizona
$485K +$282K +969 +140%
GFP
611
Gryphon Financial Partners
Ohio
$480K +$4.66K +16 +1%
FFS
612
Founders Financial Securities
Maryland
$478K +$477K +1,637 New
SIG
613
Stonegate Investment Group
Alabama
$473K +$151K +517 +47%
SCA
614
Snowden Capital Advisors
New York
$472K -$109K -375 -19%
II
615
Inspire Investing
Idaho
$469K -$16.9K -58 -3%
AIS
616
American Investment Services
Massachusetts
$464K
DI
617
DFPG Investments
Utah
$459K +$218K +748 +91%
WT
618
Whittier Trust
California
$459K -$32.1K -110 -7%
HBT
619
Heartland Bank & Trust
Illinois
$456K -$41.7K -143 -8%
BFC
620
Blue Fin Capital
Rhode Island
$455K -$1.17K -4 -0.3%
RWM
621
Ritholtz Wealth Management
New York
$451K -$1.12M -3,850 -71%
GCM
622
Gallacher Capital Management
Colorado
$450K +$38.5K +132 +9%
RA
623
RFG Advisory
Alabama
$450K +$93K +319 +26%
CTA
624
Chesley Taft & Associates
Illinois
$449K -$2.33K -8 -0.5%
TPCW
625
TD Private Client Wealth
New York
$449K +$253K +868 +130%

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.