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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
AllianceBernstein
51
AllianceBernstein
Tennessee
$118M -$11.8M -40,250 -9%
Allianz Asset Management
52
Allianz Asset Management
Germany
$110M +$4.96M +16,858 +5%
CS
53
Credit Suisse
Switzerland
$109M -$28.1M -95,588 -21%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$109M +$3.31M +11,272 +3%
Asset Management One
55
Asset Management One
Japan
$106M -$834K -2,838 -0.8%
MBI
56
Montrusco Bolton Investments
Quebec, Canada
$99.5M +$42.2M +143,460 +77%
Wells Fargo
57
Wells Fargo
California
$99.4M +$1.42M +4,832 +1%
BC
58
Brookfield Corp
Ontario, Canada
$97.2M -$32.2M -109,459 -25%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$96.9M +$9.05M +30,789 +11%
Macquarie Group
60
Macquarie Group
Australia
$92.9M -$47.8M -162,514 -35%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$92M -$5.01M -17,023 -5%
ZP
62
Zimmer Partners
New York
$90.6M -$33.1M -112,500 -27%
AQR Capital Management
63
AQR Capital Management
Connecticut
$87.8M -$40.4M -137,424 -32%
National Pension Service
64
National Pension Service
South Korea
$85.9M +$3.31M +11,254 +4%
ACM
65
Adelante Capital Management
California
$85.6M -$9.65M -32,804 -10%
VRS
66
Virginia Retirement Systems
Virginia
$85.4M -$18.5M -62,783 -18%
Citigroup
67
Citigroup
New York
$85.1M +$12.9M +43,985 +19%
Franklin Resources
68
Franklin Resources
California
$82.7M -$20M -68,136 -20%
First Trust Advisors
69
First Trust Advisors
Illinois
$81.2M -$170M -578,884 -68%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$80.9M -$710K -2,416 -0.9%
Aberdeen Group
71
Aberdeen Group
United Kingdom
$79.1M +$6.8M +23,126 +10%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$78.5M -$93.6M -318,207 -55%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$75.6M +$853K +2,900 +1%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$74.2M -$880K -2,992 -1%
Citadel Advisors
75
Citadel Advisors
Florida
$70.6M -$10.3M -34,907 -13%

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.