Public Storage
979 hedge funds and large institutions have $37.3B invested in Public Storage in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 371 increasing their positions, 336 reducing their positions, and 91 closing their positions.
21% more call options, than puts
Call options by funds: $168M | Put options by funds: $139M
10% more repeat investments, than reductions
Existing positions increased: 371 | Existing positions reduced: 336
7% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 91
0.49% more ownership
Funds ownership: 80.19% → 80.67% (+0.49%)
1% less funds holding
Funds holding: 984 → 979 (-5)
9% less capital invested
Capital invested by funds: $41B → $37.3B (-$3.73B)
25% less funds holding in top 10
Funds holding in top 10: 16 → 12 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$315M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$226M |
| 3 |
JP Morgan Chase
New York
|
+$205M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$170M |
| 5 |
Lazard Asset Management
New York
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$532M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$112M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$106M |
| 4 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$93.2M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$63.4M |
PSA Hedge Fund Activity: Q3 2023 in Review
979 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2023, worth a combined $37.3B — down 9.1% from $41B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new PSA positions and 91 closed out — a net gain of 6 holders — while 371 added to existing stakes and 336 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $315M. The largest seller was Cohen & Steers, cutting an estimated $532M.
- 979 institutional investors held Public Storage (PSA) as of Q3 2023, down from 984 in Q2 2023.
- Funds reported $37.3B of Public Storage stock for Q3 2023, down 9.1% quarter-over-quarter.
- 97 funds opened new Public Storage positions in Q3 2023 and 91 closed out, a net change of +6 holders.
- The largest Public Storage buyer in Q3 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $315M added.
- The largest Public Storage seller in Q3 2023 was Cohen & Steers, an estimated $532M sold.
Based on aggregated 13F filings for Q3 2023.