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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
CTC
626
Central Trust Company
Missouri
$448K +$302K +1,038 +208%
SC
627
SRB Corp
Massachusetts
$444K +$88K +302 +25%
MNBTD
628
Moody National Bank Trust Division
Texas
$438K
GC
629
Garde Capital
Washington
$438K +$437K +1,500 New
CWM
630
Chesapeake Wealth Management
Virginia
$429K +$16.6K +57 +4%
BJL
631
Brighton Jones LLC
Washington
$427K +$18.9K +65 +5%
SFI
632
SPC Financial Inc
Maryland
$422K +$65.6K +225 +18%
JCM
633
Jacobi Capital Management
Pennsylvania
$422K +$8.74K +30 +2%
CA
634
Cornerstone Advisory
Maryland
$421K +$583 +2 +0.1%
MYIA
635
Mount Yale Investment Advisors
Colorado
$416K -$23.3K -80 -5%
MCP
636
Mirador Capital Partners
California
$414K -$12.8K -44 -3%
LAIC
637
Lederer & Associates Investment Counsel
California
$413K -$12.8K -44 -3%
CAS
638
CTC Alternative Strategies
Illinois
$412K +$411K +1,410 New
JIC
639
Johnson Investment Counsel
Ohio
$410K -$114K -391 -22%
EHC
640
Everett Harris & Co
California
$406K
MLRA
641
Main Line Retirement Advisors
Montana
$404K +$404K +1,385 New
MBTD
642
Mechanics Bank - Trust Department
California
$399K
IA
643
Inspire Advisors
Idaho
$392K +$36.7K +126 +10%
STA
644
Summit Trail Advisors
New York
$391K +$390K +1,338 New
GWMIA
645
Global Wealth Management Investment Advisory
Florida
$390K +$29.4K +101 +8%
SFA
646
Sequoia Financial Advisors
Ohio
$389K +$39.9K +137 +11%
KA
647
Kovack Advisors
Florida
$388K +$25.1K +86 +7%
AIC
648
Archer Investment Corporation
Indiana
$383K +$92.7K +318 +32%
BO
649
Bank OZK
Arkansas
$382K
SWA
650
Stratos Wealth Advisors
Ohio
$382K +$2.04K +7 +0.5%

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.