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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
SOW
1001
State of Wyoming
Wyoming
-$206K -734 Closed
WA1
1002
Wimmer Associates 1
California
-$206K -734 Closed
KAS
1003
Kestra Advisory Services
Texas
-$204K -728 Closed
BW
1004
Bison Wealth
Georgia
-$206K -690 Closed
BWP
1005
Baldwin Wealth Partners
Massachusetts
-$187K -667 Closed
WR
1006
WD Rutherford
Oregon
-$178K -637 Closed
MCC
1007
Money Concepts Capital
Florida
-$82.7K -295 Closed
CJL
1008
Cyrus J. Lawrence
New York
-$80K -287 Closed
FGAM
1009
Financial Gravity Asset Management
Texas
-$4.74K -280 Closed
WOSD
1010
WFA of San Diego
California
-$64.4K -230 Closed
CB
1011
Centennial Bank
Arkansas
-$63K -225 Closed
MSCM
1012
McElhenny Sheffield Capital Management
Texas
-$56K -200 Closed
UCB
1013
United Community Bank
South Carolina
-$30.3K -108 Closed
DWP
1014
Destiny Wealth Partners
Florida
-$25.8K -92 Closed
MS
1015
Marshall & Sullivan
Washington
-$23.5K -84 Closed
DFCM
1016
Dark Forest Capital Management
Puerto Rico
-$14.8K -53 Closed
MLM
1017
Mount Lucas Management
Pennsylvania
-$11.5K -41 Closed
AF
1018
Affiance Financial
Minnesota
-$9.53K -34 Closed
AWM
1019
Accurate Wealth Management
Florida
-$8.15K -29 Closed
ACP
1020
Arcus Capital Partners
Georgia
-$3.08K -11 Closed
MPCL
1021
My Personal CFO LLC
Washington
-$1.68K -6 Closed
AA
1022
Ancora Advisors
Ohio
-$1K -4 Closed
EE
1023
EWG Elevate
California
-$841 -3 Closed
NFSG
1024
Newbridge Financial Services Group
Florida
-$853 -3 Closed
AA
1025
Addison Advisors
Vermont
-$560 -2 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.