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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
CF
701
Cantor Fitzgerald
New York
$320K +$5.83K +20 +2%
WCG
702
Weaver Consulting Group
California
$319K
RWP
703
Ridgecrest Wealth Partners
California
$317K
DA
704
Doliver Advisors
Texas
$316K +$9.32K +32 +3%
IA
705
IFP Advisors
Florida
$315K +$187K +641 +146%
EF
706
Empowered Funds
Pennsylvania
$315K +$119K +409 +61%
EST
707
EA Series Trust
Pennsylvania
$315K +$314K +1,078 New
AAS
708
Ameritas Advisory Services
Nebraska
$313K -$82.8K -284 -21%
CAC
709
Certified Advisory Corp
Florida
$312K +$64.4K +221 +26%
EWM
710
Empirical Wealth Management
Washington
$308K -$61.8K -212 -17%
PCFFS
711
Pacific Center for Financial Services
California
$307K
MMG
712
Monetary Management Group
Missouri
$306K
TCBWMS
713
Texas Capital Bank Wealth Management Services
Texas
$306K +$305K +1,048 New
EFS
714
Essex Financial Services
Connecticut
$306K -$26.2K -90 -8%
WOC
715
West Oak Capital
California
$306K
PWM
716
Peterson Wealth Management
Nevada
$305K +$304K +1,044 New
SXL
717
Summit X LLC
Missouri
$303K
SIM
718
Sentry Investment Management
Wisconsin
$303K
LWCFA
719
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$303K
CI
720
CX Institutional
Indiana
$302K +$302K +1,036 New
BFA
721
Bill Few Associates
Pennsylvania
$302K +$29.1K +100 +11%
DWT
722
Dorsey & Whitney Trust
South Dakota
$302K +$301K +1,034 New
IPW
723
Impact Partnership Wealth
Georgia
$299K +$298K +1,023 New
PA
724
Pinnacle Associates
New York
$296K +$25.9K +89 +10%
ST
725
Spinnaker Trust
Maine
$294K

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.