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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
Jones Financial Companies
801
Jones Financial Companies
Missouri
$198K -$20.7K -71 -9%
C
802
Covestor
United Kingdom
$198K +$11.1K +38 +6%
KI
803
Kapitalo Investimentos
Brazil
$190K +$189K +650 New
CFFP
804
Center for Financial Planning
Michigan
$186K
PTC
805
Private Trust Company
Ohio
$186K +$9.32K +32 +5%
CFGS
806
Concourse Financial Group Securities
Alabama
$185K +$9.03K +31 +5%
DMBA
807
Deseret Mutual Benefit Administrators
Utah
$184K -$32.6K -112 -15%
CF
808
Centaurus Financial
California
$180K -$493K -1,692 -73%
WT
809
Washington Trust
Rhode Island
$180K
JWM
810
Janiczek Wealth Management
Colorado
$176K -$6.12K -21 -3%
BTI
811
Blue Trust Inc
Georgia
$173K -$15.2K -52 -8%
FFA
812
Farther Finance Advisors
California
$170K +$97.3K +334 +134%
CFD
813
Creative Financial Designs
Indiana
$168K +$2.91K +10 +2%
VNA
814
Valley National Advisers
Pennsylvania
$164K -$24.2K -83 -13%
CP
815
Castleview Partners
Texas
$160K +$159K +545 +13,625%
SIA
816
Sit Investment Associates
Minnesota
$155K -$52.5K -180 -25%
GBT
817
Grove Bank & Trust
Florida
$149K
NBT
818
Northwest Bank & Trust
Iowa
$148K +$147K +506 New
CAM
819
Cresset Asset Management
Illinois
$146K -$256K -880 -64%
HNB
820
Huntington National Bank
Ohio
$146K +$43.7K +150 +43%
NCM
821
Northwest Capital Management
Oregon
$145K +$145K +496 New
EWM
822
Evermay Wealth Management
Virginia
$142K -$11.1K -38 -7%
FDCDDQ
823
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K +$66.4K +228 +89%
SWM
824
Spire Wealth Management
Virginia
$134K +$3.5K +12 +3%
VSQM
825
V-Square Quantitative Management
Illinois
$129K +$129K +443 New

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.