We are live on ! Find out more
PSA icon

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
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
$240K +$20K +68 +9%
ECM
727
Evergreen Capital Management
Washington
$238K +$232K +789 New
WCWM
728
Willow Creek Wealth Management
California
$238K
P
729
Pitcairn
Pennsylvania
$238K +$12.1K +41 +5%
LOAMS
730
Lombard Odier Asset Management (Switzerland)
Switzerland
$237K +$231K +784 New
PWA
731
Physician Wealth Advisors
Utah
$235K
RG
732
Renaissance Group
Kentucky
$234K +$228K +774 New
GL
733
Graypoint LLC
New York
$232K +$226K +768 New
LIM
734
Lathrop Investment Management
Arkansas
$232K
AFG
735
Arkansas Financial Group
Arkansas
$231K
AAIS
736
ABN AMRO Investment Solutions
$231K +$224K +763 New
BHPW
737
Beverly Hills Private Wealth
California
$230K +$224K +761 New
IWA
738
IVC Wealth Advisors
Pennsylvania
$230K
WLIM
739
White Lighthouse Investment Management
Massachusetts
$227K
Jones Financial Companies
740
Jones Financial Companies
Missouri
$227K +$30K +102 +16%
TF
741
TIAA FSB
Florida
$226K -$226K -767 -51%
HFM
742
Harvest Fund Management
China
$224K
DMBA
743
Deseret Mutual Benefit Administrators
Utah
$224K -$52.3K -178 -19%
FFP
744
FourThought Financial Partners
Florida
$222K +$882 +3 +0.4%
FWS
745
FinDec Wealth Services
California
$220K
CS
746
Comerica Securities
Michigan
$220K +$179K +609 +516%
RMCM
747
Reynders McVeigh Capital Management
Massachusetts
$219K
BC
748
Burney Company
Virginia
$217K +$211K +719 New
PWPS
749
Pinnacle Wealth Planning Services
Ohio
$216K +$210K +714 New
SIA
750
Sit Investment Associates
Minnesota
$215K

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.