We are live on ! Find out more
PSA icon

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
WPA
926
West Paces Advisors
Georgia
$14K
SWA
927
Sutton Wealth Advisors
Florida
$13.7K
RTC
928
Riverview Trust Company
Washington
$13.1K
BAAM
929
Baker Avenue Asset Management
California
$12.5K +$2.91K +10 +30%
LJHT
930
Laurie J. Hall Trustee
$12K +$11.7K +40 New
GKIM
931
GW&K Investment Management
Massachusetts
$12K +$11.9K +41 +4,100%
IRC
932
Investors Research Corp
Georgia
$12K
DF
933
DecisionPoint Financial
Arizona
$11.4K
HIA
934
Harbor Investment Advisory
Maryland
$11.4K
FMP
935
Financial Management Professionals
Texas
$11K +$3.5K +12 +48%
RFA
936
Register Financial Advisors
Georgia
$10.2K +$10.2K +35 New
FA
937
Fiduciary Alliance
South Carolina
$9.92K +$9.91K +34 New
MAWCM
938
Mine & Arao Wealth Creation & Management
California
$9.63K
FA
939
Financial Avengers
California
$9.41K
FCAG
940
First Capital Advisors Group
New Jersey
$9.05K +$9.03K +31 New
DSC
941
Duncker Streett & Co
Missouri
$8.76K
AWM
942
Abound Wealth Management
Tennessee
$8.53K +$3.79K +13 +81%
MIM
943
Manitou Investment Management
Ontario, Canada
$7.88K
GWSA
944
Global Wealth Strategies & Associates
Colorado
$7.84K
MFT
945
Moisand Fitzgerald Tamayo
Florida
$7.3K -$1.17K -4 -14%
HC
946
Hoese & Co
Minnesota
$7.3K
NSIM
947
North Star Investment Management
Illinois
$7.3K
HIIFS
948
Harel Insurance Investments & Financial Services
Israel
$7K -$2.91K -10 -29%
CAM
949
ClariVest Asset Management
California
$7K
HBW
950
Hazlett, Burt & Watson
West Virginia
$6K

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.