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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
BP
676
Ballentine Partners
Massachusetts
$345K +$345K +1,183 New
M
677
MOTCO
Texas
$344K
WA
678
Wambolt & Associates
Colorado
$344K +$43.1K +148 +14%
BHBT
679
Burke & Herbert Bank & Trust
Virginia
$342K -$64.4K -221 -16%
MAM
680
Meeder Asset Management
Ohio
$342K -$18.6K -64 -5%
SG
681
Sharper & Granite
California
$341K
EP
682
Edgestream Partners
New Jersey
$340K +$339K +1,165 New
SC
683
Savant Capital
Illinois
$339K +$30K +103 +10%
PGFC
684
Peapack-Gladstone Financial Corp
New Jersey
$336K -$7.29K -25 -2%
CIS
685
Connors Investor Services
Pennsylvania
$336K
LFM
686
LGT Fund Management
Liechtenstein
$336K
TNA
687
True North Advisors
Texas
$334K +$334K +1,146 New
AWE
688
Avidian Wealth Enterprises
Texas
$334K +$41.7K +143 +14%
I
689
InceptionR
California
$331K +$330K +1,133 New
DG
690
DMC Group
Alabama
$330K -$5.54K -19 -2%
OIA
691
OneDigital Investment Advisors
Kansas
$330K +$18.4K +63 +6%
MFC
692
Mechanics Financial Corp
Ohio
$329K +$328K +1,126 New
LIM
693
Longfellow Investment Management
Massachusetts
$326K +$13.1K +45 +4%
ADMI
694
Albert D. Mason Inc
Massachusetts
$325K +$74.6K +256 +30%
GS
695
GTS Securities
New York
$325K +$324K +1,112 New
AF
696
Advisornet Financial
Minnesota
$324K -$291 -1 -0.1%
GAM
697
Gotham Asset Management
New York
$323K -$1.2M -4,117 -79%
WPP
698
Whalerock Point Partners
Rhode Island
$323K +$5.83K +20 +2%
TCOV
699
Trust Company of Vermont
Vermont
$321K -$9.32K -32 -3%
DA
700
Denali Advisors
California
$321K +$321K +1,100 New

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.