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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
TC
751
Trust Company
Kansas
$257K +$129K +441 +100%
XT
752
XTX Topco
Cayman Islands
$257K +$256K +880 New
MWM
753
Mission Wealth Management
California
$256K -$291 -1 -0.1%
T
754
TNF
Montana
$253K
SPC
755
Sigma Planning Corp
Michigan
$252K -$90.6K -311 -26%
Man Group
756
Man Group
United Kingdom
$252K +$251K +862 New
CC
757
Commons Capital
Massachusetts
$251K +$1.17K +4 +0.5%
WCM
758
Windham Capital Management
Massachusetts
$250K
WS
759
Wedbush Securities
California
$247K +$4.95K +17 +2%
BEI
760
Benjamin Edwards Inc
Missouri
$246K +$238K +818 +3,272%
EM
761
Excalibur Management
Massachusetts
$242K
NC
762
NBW Capital
Massachusetts
$241K +$240K +824 New
LC
763
Lindbrook Capital
California
$239K -$18.6K -64 -7%
Jacobs Levy Equity Management
764
Jacobs Levy Equity Management
New Jersey
$238K +$237K +815 New
GGI
765
Godsey & Gibb Inc
Virginia
$237K
BAM
766
Byrne Asset Management
New Jersey
$236K +$211K +725 +884%
IAG
767
Investmark Advisory Group
Connecticut
$235K -$19.5K -67 -8%
SP
768
Successful Portfolios
Florida
$235K -$125K -430 -35%
WA
769
Wealth Alliance
New York
$235K -$47.5K -163 -17%
TVWM
770
Tower View Wealth Management
Wisconsin
$233K -$52.7K -181 -19%
TF
771
TIAA FSB
Florida
$228K +$10.2K +35 +5%
FA
772
FDx Advisors
Illinois
$228K +$228K +781 New
PFGIA
773
Patriot Financial Group Insurance Agency
Massachusetts
$225K -$6.99K -24 -3%
LIM
774
Lathrop Investment Management
Arkansas
$224K
AFG
775
Arkansas Financial Group
Arkansas
$224K

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.