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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
RPC
651
Rossmore Private Capital
Connecticut
$381K -$58.3K -200 -13%
MIM
652
Morningstar Investment Management
Illinois
$380K +$380K +1,303 New
BWA
653
Blodgett Wealth Advisors
California
$379K
MC
654
Moors & Cabot
Massachusetts
$377K -$19.8K -68 -5%
RCM
655
RNC Capital Management
California
$377K
AWM
656
Apollon Wealth Management
South Carolina
$377K +$123K +423 +49%
HH
657
Hilltop Holdings
Texas
$376K +$375K +1,287 New
SC
658
Scotia Capital
Ontario, Canada
$375K +$374K +1,285 New
FM
659
Foster & Motley
Ohio
$374K +$373K +1,281 New
S
660
SignatureFD
Georgia
$371K -$31.8K -109 -8%
WPC
661
White Pine Capital
Minnesota
$370K +$40.8K +140 +12%
CG
662
Caprock Group
Idaho
$370K +$22.7K +78 +7%
QCG
663
Quadrant Capital Group
Ohio
$367K -$115K -396 -24%
SFB
664
STAR Financial Bank
Indiana
$366K +$365K +1,253 New
WP
665
WealthSpring Partners
California
$365K +$583 +2 +0.2%
NP
666
Nilsine Partners
Colorado
$365K +$43.4K +149 +14%
ACP
667
Aveo Capital Partners
Colorado
$364K -$9.03K -31 -2%
GC
668
Guidance Capital
Kentucky
$362K +$368K +1,262 New
BDFN
669
Bond & Devick Financial Network
Minnesota
$362K +$1.17K +4 +0.3%
HFM
670
Hartford Funds Management
Pennsylvania
$359K +$43.4K +149 +14%
MGIM
671
M&G Investment Management
United Kingdom
$352K +$56.2K +193 +19%
BIM
672
Bridgecreek Investment Management
Oklahoma
$350K
IWM
673
IHT Wealth Management
Illinois
$348K +$96.2K +330 +38%
LWAM
674
Legacy Wealth Asset Management
Minnesota
$347K +$9.62K +33 +3%
OCM
675
Orleans Capital Management
Louisiana
$346K +$33.5K +115 +11%

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.