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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
T
701
TOBAM
France
$272K +$32.3K +110 +14%
Two Sigma Advisers
702
Two Sigma Advisers
New York
$272K -$4.41M -15,000 -94%
AWA
703
Arkadios Wealth Advisors
Georgia
$269K +$262K +890 New
LFAS
704
Level Four Advisory Services
Texas
$269K +$4.41K +15 +2%
LC
705
Lindbrook Capital
California
$267K +$12.1K +41 +5%
HKIMG
706
Hutchens & Kramer Investment Management Group
Indiana
$266K -$34.1K -116 -12%
MWM
707
Mission Wealth Management
California
$265K +$6.47K +22 +3%
IAG
708
Investmark Advisory Group
Connecticut
$264K +$1.76K +6 +0.7%
AWM
709
Apollon Wealth Management
South Carolina
$262K -$1.18K -4 -0.5%
IWM
710
IHT Wealth Management
Illinois
$260K -$11.8K -40 -4%
IG
711
ING Group
Netherlands
$260K +$253K +861 New
FLPIM
712
F.L. Putnam Investment Management
Massachusetts
$260K +$11.2K +38 +5%
ADMI
713
Albert D. Mason Inc
Massachusetts
$259K +$252K +856 New
WCM
714
Windham Capital Management
Massachusetts
$259K +$11.2K +38 +5%
CC
715
Commons Capital
Massachusetts
$258K -$128K -435 -34%
CAC
716
Certified Advisory Corp
Florida
$257K
T
717
TNF
Montana
$256K -$73.2K -249 -22%
SW
718
SVB Wealth
Massachusetts
$253K -$17.3K -59 -7%
NGA
719
Naples Global Advisors
Florida
$252K -$29.4K -100 -11%
EM
720
Excalibur Management
Massachusetts
$251K
WS
721
Wedbush Securities
California
$250K -$41.8K -142 -15%
CW
722
CreativeOne Wealth
Kansas
$248K +$8.23K +28 +4%
DI
723
DFPG Investments
Utah
$248K -$2.06K -7 -0.8%
GGI
724
Godsey & Gibb Inc
Virginia
$246K +$239K +813 New
MMA
725
Miracle Mile Advisors
California
$246K +$18.8K +64 +9%

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.