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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
CSWM
951
Cassady Schiller Wealth Management
Ohio
$5.84K +$5.83K +20 New
KFI
952
Key Financial Inc
Pennsylvania
$5.55K +$4.37K +15 +375%
WWP
953
WR Wealth Planners
Missouri
$4.09K +$3.5K +12 +600%
BG
954
Bollard Group
Massachusetts
$4K +$4.37K +15 New
AWM
955
Atticus Wealth Management
Florida
$3.5K
GEA
956
Glen Eagle Advisors
New Jersey
$3.5K
GI
957
GS Investments
Minnesota
$3.21K
JGIA
958
Jackson Grant Investment Advisers
Connecticut
$3.21K
CPG
959
Cornerstone Planning Group
New Jersey
$3.21K +$3.21K +11 New
IFAM
960
Institutional & Family Asset Management
Colorado
$3.21K +$3.21K +11 New
WTA
961
Washington Trust Advisors
Massachusetts
$3.21K +$3.21K +11 New
AW
962
Avion Wealth
Texas
$3K +$3.5K +12 +400%
EBA
963
Eagle Bay Advisors
New York
$2.92K -$583 -2 -17%
TCA
964
Trifecta Capital Advisors
Illinois
$2.63K
MA
965
MCF Advisors
Kentucky
$2.34K
ACA
966
Atlas Capital Advisors
Wyoming
$2.33K -$134K -460 -98%
CCA
967
Column Capital Advisors
Indiana
$2.33K
TFM
968
TFC Financial Management
Massachusetts
$2.04K +$291 +1 +17%
AP
969
Arlington Partners
Alabama
$2.04K
RA
970
Rise Advisors
New York
$1.57K
SWA
971
SOA Wealth Advisors
New York
$1.46K
YDMI
972
Y.D. More Investments
Israel
$1.17K
VCM
973
Versant Capital Management
Arizona
$1.17K +$583 +2 +100%
PA
974
PSI Advisors
Florida
$1.17K +$1.17K +4 New
TFA
975
Transamerica Financial Advisors
Florida
$1K

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.