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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.04B -$6.32M -21,675 -0.1%
BlackRock
2
BlackRock
New York
$4.61B -$316M -1,085,972 -6%
State Street
3
State Street
Massachusetts
$3.27B +$10.1M +34,564 +0.3%
Capital International Investors
4
Capital International Investors
California
$2.19B +$594M +2,037,973 +37%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.3B +$6.33M +21,705 +0.5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.19B +$389M +1,334,468 +48%
Cohen & Steers
7
Cohen & Steers
New York
$1.18B -$1.12B -3,844,920 -49%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.13B +$33.2M +114,079 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$711M +$58.9M +202,025 +9%
Legal & General Group
10
Legal & General Group
United Kingdom
$684M -$14.6M -50,167 -2%
Norges Bank
11
Norges Bank
Norway
$678M -$16.3M -55,779 -2%
Northern Trust
12
Northern Trust
Illinois
$656M -$33.6M -115,445 -5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$635M +$5.83M +20,011 +0.9%
AAMU
14
APG Asset Management US
New York
$587M +$22M +75,611 +4%
Charles Schwab
15
Charles Schwab
California
$577M +$127M +436,497 +28%
Morgan Stanley
16
Morgan Stanley
New York
$486M -$33.2M -113,799 -6%
CIM
17
Centersquare Investment Management
Pennsylvania
$417M -$27.5M -94,369 -6%
UBS AM
18
UBS AM
Illinois
$415M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$411M -$3.86M -13,244 -0.9%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$410M -$73.1M -250,989 -15%
Capital World Investors
21
Capital World Investors
California
$402M +$186M +639,700 +87%
Ameriprise
22
Ameriprise
Minnesota
$375M +$231M +791,962 +159%
N
23
Nuveen
North Carolina
$368M -$8.49M -29,119 -2%
American Century Companies
24
American Century Companies
Missouri
$365M +$16.1M +55,333 +5%
Deutsche Bank
25
Deutsche Bank
Germany
$355M -$74.6M -255,916 -17%

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.