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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
BAM
801
Bellevue Asset Management
Washington
$90.6K
KTC
802
Kistler-Tiffany Companies
Pennsylvania
$90.6K
PFPT
803
Pinnacle Financial Partners (Tennessee)
Tennessee
$90.6K
CWC
804
Carolinas Wealth Consulting
North Carolina
$89.2K +$882 +3 +1%
BONH
805
Bank of New Hampshire
New Hampshire
$87.6K -$30.9K -105 -27%
MA
806
Montag & Associates
Georgia
$83.1K
TWM
807
Tradition Wealth Management
Minnesota
$79K -$1.47K -5 -2%
GWS
808
Glassman Wealth Services
Virginia
$78.9K +$5.59K +19 +8%
CWP
809
Concord Wealth Partners
Virginia
$78K
FDCDDQ
810
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77K -$205K -696 -73%
CAL
811
Capital Analysts LLC
Pennsylvania
$76K -$12.3K -42 -14%
EWA
812
EverSource Wealth Advisors
Alabama
$75.7K +$17.6K +60 +32%
FCT
813
First Community Trust
Iowa
$75.5K
FFA
814
Farther Finance Advisors
California
$75.5K +$588 +2 +0.8%
MWM
815
Mascoma Wealth Management
New Hampshire
$75.5K -$2.94K -10 -4%
TWA
816
TCI Wealth Advisors
Arizona
$74.9K +$39.7K +135 +119%
BWAM
817
Boyd Watterson Asset Management
Ohio
$72.5K
IAIM
818
International Assets Investment Management
Florida
$72.4K +$62K +211 +2%
GIA
819
GHP Investment Advisors
Colorado
$68.9K
JFA
820
JNBA Financial Advisors
Minnesota
$66.8K
GI
821
Gradient Investments
Minnesota
$64.9K -$14.2M -48,188 -100%
FP
822
Financial Perspectives
Minnesota
$64.4K
DAC
823
Dividend Assets Capital
South Carolina
$62K
CA
824
Crewe Advisors
Utah
$61.9K -$7.35K -25 -11%
SIC
825
Salem Investment Counselors
North Carolina
$60.7K

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.