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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
DT
751
Diversified Trust
Tennessee
$212K -$79.4K -270 -28%
AFP
752
Ausdal Financial Partners
Iowa
$212K +$206K +700 New
FWM
753
Forza Wealth Management
Florida
$211K +$205K +698 New
KCM
754
Kathmere Capital Management
Pennsylvania
$211K -$23.8K -81 -10%
FIA
755
Foundations Investment Advisors
Arizona
$209K +$203K +692 New
IFWM
756
Institute for Wealth Management
Colorado
$209K +$203K +691 New
SAM
757
Secure Asset Management
Michigan
$207K -$46.8K -159 -19%
RIA
758
Realta Investment Advisors
Delaware
$205K +$200K +680 New
PCS
759
Personal CFO Solutions
New Jersey
$205K +$199K +678 New
TPCW
760
TD Private Client Wealth
New York
$202K +$48.5K +165 +33%
EF
761
Empowered Funds
Pennsylvania
$202K +$197K +669 New
BAM
762
Belpointe Asset Management
Nevada
$201K +$24.4K +83 +14%
PFO
763
Pathstone Family Office
New Jersey
$201K -$717K -2,440 -79%
CPIG
764
Chicago Partners Investment Group
Illinois
$201K +$2.94K +10 +1%
CT
765
Clearstead Trust
Maine
$194K -$2.06K -7 -1%
C
766
Covestor
United Kingdom
$193K +$69.4K +236 +59%
CFFP
767
Center for Financial Planning
Michigan
$192K
VNA
768
Valley National Advisers
Pennsylvania
$186K
WT
769
Washington Trust
Rhode Island
$186K
PTC
770
Private Trust Company
Ohio
$182K +$47K +160 +36%
CFGS
771
Concourse Financial Group Securities
Alabama
$182K -$24.7K -84 -12%
JWM
772
Janiczek Wealth Management
Colorado
$181K -$3.53K -12 -2%
BTI
773
Blue Trust Inc
Georgia
$175K -$20.9K -71 -10%
CFB
774
Cullen/Frost Bankers
Texas
$173K +$23.5K +80 +16%
CFD
775
Creative Financial Designs
Indiana
$171K

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.