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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
CCA
926
Column Capital Advisors
Indiana
$2.42K
AP
927
Arlington Partners
Alabama
$2.12K +$2.06K +7 New
TFM
928
TFC Financial Management
Massachusetts
$1.81K +$882 +3 +100%
RA
929
Rise Advisors
New York
$1.61K
AAP
930
Arax Advisory Partners
Colorado
$1.53K
SWA
931
SOA Wealth Advisors
New York
$1.51K
KFI
932
Key Financial Inc
Pennsylvania
$1.21K
CP
933
Castleview Partners
Texas
$1.21K +$1.18K +4 New
TFA
934
Transamerica Financial Advisors
Florida
$1K
ECM
935
Everence Capital Management
Indiana
$988
FSWA
936
Financial Synergies Wealth Advisors
Texas
$907
WWM
937
Wolff Wiese Magana
California
$907 +$882 +3 New
CTA
938
Colonial Trust Advisors
South Carolina
$906 -$1.47K -5 -63%
GA
939
GoalVest Advisory
New York
$906 +$882 +3 New
SCA
940
Stuart Chaussee & Associates
California
$604
UFF
941
USA Financial Formulas
Michigan
$604 +$588 +2 New
WWP
942
WR Wealth Planners
Missouri
$604 +$588 +2 New
VCM
943
Versant Capital Management
Arizona
$589 -$1.18K -4 -67%
YDMI
944
Y.D. More Investments
Israel
$334 +$1.18K +4 New
HCP
945
Hexagon Capital Partners
Arkansas
$313
HWP
946
Highline Wealth Partners
California
$302
Kayne Anderson Rudnick Investment Management
947
Kayne Anderson Rudnick Investment Management
California
$302
Qube Research & Technologies (QRT)
948
Qube Research & Technologies (QRT)
United Kingdom
-$55.9M -199,590 Closed
N
949
Natixis
France
-$40.5M -144,488 Closed
JAM
950
Jupiter Asset Management
United Kingdom
-$24.7M -88,077 Closed

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.