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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
RA
876
Rational Advisors
New York
$41.4K -$2.04K -7 -5%
TFA
877
Toth Financial Advisory
Virginia
$40K
ME
878
McIlrath & Eck
Washington
$39.4K
HWA
879
HHM Wealth Advisors
Tennessee
$37.4K -$6.41K -22 -15%
GWSG
880
GPS Wealth Strategies Group
Colorado
$36.5K +$8.16K +28 +29%
PWMG
881
Prestige Wealth Management Group
New Jersey
$36.2K -$15.2K -52 -30%
LOIP
882
Live Oak Investment Partners
Texas
$35.3K
LS
883
Livforsakringsbolaget Skandia
Sweden
$35.3K
AAG
884
Armstrong Advisory Group
Massachusetts
$34.4K
GJIA
885
Glass Jacobson Investment Advisors
Maryland
$33.9K +$33.8K +116 New
CA
886
Crewe Advisors
Utah
$33.6K -$26.2K -90 -44%
IGWM
887
ICA Group Wealth Management
Colorado
$31.1K +$291 +1 +1%
DIP
888
DT Investment Partners
Pennsylvania
$30.7K
CSC
889
Caldwell Sutter Capital
California
$30.1K +$30K +103 New
BFEC
890
Benjamin F. Edwards & Company
Missouri
$30K
GFPC
891
Global Financial Private Client
Florida
$29.3K
AIM
892
Anchor Investment Management
South Carolina
$29.2K -$3.79K -13 -12%
ANBT
893
American National Bank & Trust
Texas
$29.2K
APC
894
Aspire Private Capital
North Carolina
$29.2K
FWM
895
Focused Wealth Management
New York
$29.2K +$29.1K +100 New
SSB
896
Sandy Spring Bank
Maryland
$28.6K
FHA
897
First Horizon Advisors
Tennessee
$28.6K
AWM
898
Avior Wealth Management
Nebraska
$28.5K +$874 +3 +3%
ZB
899
Zions Bancorporation
Utah
$28.3K -$1.46K -5 -5%
CCMW
900
Cypress Capital Management (Wyoming)
Wyoming
$28K

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.