We are live on ! Find out more
PSA icon

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
RFA
826
Resurgent Financial Advisors
Georgia
$60.7K -$882 -3 -1%
LCM
827
Logan Capital Management
Pennsylvania
$60.4K
IA
828
IFP Advisors
Florida
$60K -$126K -428 -49%
TCM
829
TD Capital Management
Tennessee
$56.8K +$55.3K +188 New
CFO
830
CVA Family Office
Colorado
$54.4K -$13.2K -45 -20%
PWMG
831
Prestige Wealth Management Group
New Jersey
$53.2K +$2.94K +10 +6%
PFA
832
Pathway Financial Advisers
Indiana
$48K +$588 +2 +1%
PCM
833
Perritt Capital Management
Illinois
$45.3K
HWA
834
HHM Wealth Advisors
Tennessee
$45.3K +$7.35K +25 +20%
CM
835
Capula Management
Cayman Islands
$45.3K +$44.1K +150 New
SC
836
Schubert & Co
Texas
$45.3K +$588 +2 +1%
RA
837
Rational Advisors
New York
$45K +$2.06K +7 +5%
ONST
838
Old North State Trust
North Carolina
$44K
SIS
839
Sound Income Strategies
Florida
$43.8K
TFA
840
Toth Financial Advisory
Virginia
$41.4K
ME
841
McIlrath & Eck
Washington
$40.8K +$13.5K +46 +52%
EI
842
Ellevest Inc
New York
$39.3K -$15.9K -54 -29%
DAM
843
Delta Asset Management
Tennessee
$38.7K -$25.3K -86 -40%
BBHC
844
Brown Brothers Harriman & Co
New York
$38.1K -$83.8K -285 -69%
LOIP
845
Live Oak Investment Partners
Texas
$36.6K
LS
846
Livforsakringsbolaget Skandia
Sweden
$36.5K
AAG
847
Armstrong Advisory Group
Massachusetts
$35.7K
JIR
848
James Investment Research
Ohio
$35K
AIM
849
Anchor Investment Management
South Carolina
$34.1K
PO
850
Private Ocean
California
$33.5K +$588 +2 +2%

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.