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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
PWA
1026
Physician Wealth Advisors
Utah
-$235K -812 Closed
ECM
1027
Evergreen Capital Management
Washington
-$238K -789 Closed
LOAMS
1028
Lombard Odier Asset Management (Switzerland)
Switzerland
-$237K -784 Closed
GL
1029
Graypoint LLC
New York
-$232K -768 Closed
AAIS
1030
ABN AMRO Investment Solutions
-$231K -763 Closed
PWPS
1031
Pinnacle Wealth Planning Services
Ohio
-$216K -714 Closed
AFP
1032
Ausdal Financial Partners
Iowa
-$212K -700 Closed
CPIG
1033
Chicago Partners Investment Group
Illinois
-$201K -696 Closed
RIA
1034
Realta Investment Advisors
Delaware
-$205K -680 Closed
PCS
1035
Personal CFO Solutions
New Jersey
-$205K -678 Closed
BAM
1036
Belpointe Asset Management
Nevada
-$201K -666 Closed
PFO
1037
Pathstone Family Office
New Jersey
-$201K -660 Closed
CT
1038
Clearstead Trust
Maine
-$194K -643 Closed
NP
1039
Ninepoint Partners
Ontario, Canada
-$170K -563 Closed
UAML
1040
US Asset Management LLC
Pennsylvania
-$108K -359 Closed
MWM
1041
Mascoma Wealth Management
New Hampshire
-$75.5K -256 Closed
FCT
1042
First Community Trust
Iowa
-$75.5K -250 Closed
TWA
1043
TCI Wealth Advisors
Arizona
-$74.9K -248 Closed
CM
1044
Capula Management
Cayman Islands
-$45.3K -150 Closed
SC
1045
Schubert & Co
Texas
-$45.3K -150 Closed
ONST
1046
Old North State Trust
North Carolina
-$44K -145 Closed
EI
1047
Ellevest Inc
New York
-$39.3K -130 Closed
JIR
1048
James Investment Research
Ohio
-$35K -115 Closed
BWM
1049
BerganKDV Wealth Management
Minnesota
-$30.2K -100 Closed
CCMI
1050
Creative Capital Management Investments
California
-$22.4K -74 Closed

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.