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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
QIM
776
Quantitative Investment Management
Virginia
$223K +$224K +767 New
P
777
Pitcairn
Pennsylvania
$222K -$7.87K -27 -3%
CS
778
Comerica Securities
Michigan
$222K +$9.91K +34 +5%
PR
779
Payden & Rygel
California
$222K -$2.59M -8,900 -92%
BW
780
Bison Wealth
Georgia
$222K +$221K +760 New
IWA
781
IVC Wealth Advisors
Pennsylvania
$222K
PBF
782
Petix & Botte Financial
California
$222K +$221K +760 New
FFP
783
FourThought Financial Partners
Florida
$221K +$6.41K +22 +3%
GC
784
Grimes & Company
Massachusetts
$220K +$219K +753 New
WLIM
785
White Lighthouse Investment Management
Massachusetts
$219K
HFM
786
Harvest Fund Management
China
$217K
KCM
787
Kathmere Capital Management
Pennsylvania
$217K +$13.4K +46 +7%
DT
788
Diversified Trust
Tennessee
$215K +$9.32K +32 +5%
FWS
789
FinDec Wealth Services
California
$213K
RG
790
Renaissance Group
Kentucky
$213K -$10.8K -37 -5%
RMCM
791
Reynders McVeigh Capital Management
Massachusetts
$212K
BHPW
792
Beverly Hills Private Wealth
California
$207K -$2.91K -10 -1%
WFI
793
West Family Investments
California
$207K -$58.9K -202 -22%
WCM
794
Whitener Capital Management
North Carolina
$206K +$206K +707 New
FWM
795
Forza Wealth Management
Florida
$204K
ATC
796
Argent Trust Co
Tennessee
$204K +$203K +698 New
BC
797
Burney Company
Virginia
$203K -$6.7K -23 -3%
SAM
798
Secure Asset Management
Michigan
$202K +$2.04K +7 +1%
WI
799
Wintrust Investments
Illinois
$202K +$202K +693 New
IFWM
800
Institute for Wealth Management
Colorado
$202K

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.