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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
ST
676
Spinnaker Trust
Maine
$305K -$191K -650 -39%
EWA
677
Etesian Wealth Advisors
Oregon
$302K
PBC
678
Pavion Blue Capital
California
$302K
AWE
679
Avidian Wealth Enterprises
Texas
$302K +$3.23K +11 +1%
FCMT
680
Founders Capital Management (Texas)
Texas
$298K
AIC
681
Archer Investment Corporation
Indiana
$298K +$105K +358 +56%
TVWM
682
Tower View Wealth Management
Wisconsin
$296K +$12.6K +43 +5%
PCP
683
Proficio Capital Partners
Massachusetts
$293K -$45K -153 -14%
WA
684
Wealth Alliance
New York
$292K +$47.3K +161 +20%
S
685
SimplyRich
California
$292K
SCM
686
Shelton Capital Management
Colorado
$291K
SFG
687
Sovereign Financial Group
Connecticut
$290K
OA
688
Oxbow Advisors
Texas
$290K +$282K +959 New
DS
689
DRW Securities
Illinois
$288K -$91.4K -311 -25%
MOS
690
MGO One Seven
Ohio
$288K +$280K +953 New
CB
691
Cadence Bank
Mississippi
$282K
BFA
692
Bill Few Associates
Pennsylvania
$282K
RIA
693
Richwood Investment Advisors
Ohio
$281K
GWM
694
Geneos Wealth Management
Colorado
$281K +$78.8K +268 +40%
AHC
695
Adell Harriman & Carpenter
Texas
$281K
PA
696
Pinnacle Associates
New York
$280K +$8.23K +28 +3%
SG Americas Securities
697
SG Americas Securities
New York
$276K -$1.74M -5,908 -87%
CAG
698
Curtis Advisory Group
California
$276K +$12.3K +42 +5%
WFI
699
West Family Investments
California
$275K
GIA
700
Gladstone Institutional Advisory
Florida
$272K +$6.17K +21 +2%

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.