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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
SP
626
Successful Portfolios
Florida
$373K
GWMIA
627
Global Wealth Management Investment Advisory
Florida
$373K +$21.2K +72 +6%
RA
628
RFG Advisory
Alabama
$369K +$360K +1,223 New
SFI
629
SPC Financial Inc
Maryland
$369K
SC
630
SRB Corp
Massachusetts
$368K -$85K -289 -19%
IA
631
Inspire Advisors
Idaho
$367K +$50K +170 +16%
BIM
632
Bridgecreek Investment Management
Oklahoma
$363K
SFA
633
Sequoia Financial Advisors
Ohio
$361K +$37.6K +128 +12%
CG
634
Caprock Group
Idaho
$359K -$27.1K -92 -7%
TPWA
635
TRUE Private Wealth Advisors
Oregon
$359K
M
636
MOTCO
Texas
$357K +$15.9K +54 +5%
SPC
637
Sigma Planning Corp
Michigan
$355K -$7.06K -24 -2%
BPC
638
Banque Pictet & Cie
Switzerland
$355K -$157K -533 -31%
PGFC
639
Peapack-Gladstone Financial Corp
New Jersey
$355K +$882 +3 +0.3%
DG
640
DMC Group
Alabama
$354K +$14.1K +48 +4%
SG
641
Sharper & Granite
California
$353K -$22.1K -75 -6%
RSWM
642
Robertson Stephens Wealth Management
California
$352K -$8.82K -30 -3%
LWAM
643
Legacy Wealth Asset Management
Minnesota
$349K +$2.65K +9 +0.8%
LFM
644
LGT Fund Management
Liechtenstein
$347K
CIS
645
Connors Investor Services
Pennsylvania
$347K
MBT
646
Montecito Bank & Trust
California
$344K +$87K +296 +35%
EFS
647
Essex Financial Services
Connecticut
$343K +$4.41K +15 +1%
TCOV
648
Trust Company of Vermont
Vermont
$342K +$44.1K +150 +15%
WPC
649
White Pine Capital
Minnesota
$341K +$22.1K +75 +7%
AF
650
Advisornet Financial
Minnesota
$336K -$2.65K -9 -0.8%

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.