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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
SIG
651
Stonegate Investment Group
Alabama
$333K +$79.1K +269 +32%
NP
652
Nilsine Partners
Colorado
$332K +$323K +1,100 New
WCG
653
Weaver Consulting Group
California
$330K -$5.88K -20 -2%
RWP
654
Ridgecrest Wealth Partners
California
$328K
WPP
655
Whalerock Point Partners
Rhode Island
$328K
HFM
656
Hartford Funds Management
Pennsylvania
$326K +$62.6K +213 +25%
CF
657
Cantor Fitzgerald
New York
$325K
LIM
658
Longfellow Investment Management
Massachusetts
$324K
JLBC
659
J.L. Bainbridge & Co
Florida
$323K +$315K +1,070 New
OCM
660
Orleans Capital Management
Louisiana
$323K +$315K +1,070 New
OIA
661
OneDigital Investment Advisors
Kansas
$322K +$11.2K +38 +4%
SC
662
Savant Capital
Illinois
$320K -$20.6K -70 -6%
SC
663
Slow Capital
California
$318K +$6.76K +23 +2%
PCFFS
664
Pacific Center for Financial Services
California
$318K +$310K +1,053 New
DA
665
Doliver Advisors
Texas
$318K +$309K +1,051 New
MMG
666
Monetary Management Group
Missouri
$317K
WA
667
Wambolt & Associates
Colorado
$317K +$32.1K +109 +12%
WOC
668
West Oak Capital
California
$316K
SIM
669
Sentry Investment Management
Wisconsin
$314K -$3.82K -13 -1%
SXL
670
Summit X LLC
Missouri
$314K -$18.5K -63 -6%
LWCFA
671
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$313K
GCP
672
GSA Capital Partners
United Kingdom
$313K -$229K -779 -43%
HL
673
HeadInvest LLC
Maine
$310K
WC
674
Wexford Capital
Florida
$306K -$875K -2,975 -75%
MGIM
675
M&G Investment Management
United Kingdom
$306K -$305K -1,036 -51%

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.