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Public Storage

1,057 hedge funds and large institutions have $42.7B invested in Public Storage in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 394 increasing their positions, 366 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 71

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

15% more capital invested

Capital invested by funds: $37.3B → $42.7B (+$5.42B)

8% more funds holding

Funds holding: 9781,057 (+79)

9% more call options, than puts

Call options by funds: $164M | Put options by funds: $150M

8% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 366

0.95% less ownership

Funds ownership: 80.67%79.73% (-0.95%)

Holders
1,057
Holders Change
+79
Holders Change %
+8.08%
% of All Funds
15.41%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
163
Increased
394
Reduced
366
Closed
71
Calls
$164M
Puts
$150M
Net Calls
+$14.1M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IMCOOI
251
Investment Management Corp of Ontario (IMCO)
Canada
$6.72M +$980K +3,693 +20%
BCM
252
Brasada Capital Management
Texas
$6.71M +$5.84M +22,007 New
Qube Research & Technologies (QRT)
253
Qube Research & Technologies (QRT)
United Kingdom
$6.65M +$5.74M +21,640 +12,958%
EIA
254
Eastover Investment Advisors
North Carolina
$6.63M +$3.1M +11,669 +116%
SI
255
Stephens Inc
Arkansas
$6.63M +$4.73M +17,809 +452%
Cerity Partners
256
Cerity Partners
New York
$6.61M +$134K +506 +2%
CIA
257
Capital Investment Advisors
Georgia
$6.6M +$339K +1,277 +6%
TF
258
Threadgill Financial
Texas
$6.5M +$31.6K +119 +0.6%
Rafferty Asset Management
259
Rafferty Asset Management
New York
$6.47M +$940K +3,544 +20%
Janus Henderson Group
260
Janus Henderson Group
United Kingdom
$6.43M -$271K -1,023 -5%
LTI
261
Laffer Tengler Investments
Tennessee
$6.39M +$206K +777 +4%
JAM
262
JLP Asset Management
New York
$6.33M +$292K +1,100 +6%
Mackenzie Financial
263
Mackenzie Financial
Ontario, Canada
$6.28M -$17.5K -66 -0.3%
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$6.25M +$88.4K +333 +2%
NEI
265
Northwest & Ethical Investments
Ontario, Canada
$6.18M +$115K +432 +2%
AG
266
Advocate Group
Minnesota
$6.13M +$292K +1,101 +6%
SP
267
Sarasin & Partners
United Kingdom
$6.1M -$172K -647 -3%
Bank of Nova Scotia
268
Bank of Nova Scotia
Ontario, Canada
$6.06M +$1.27M +4,782 +32%
EA
269
Ellsworth Advisors
Ohio
$6.04M +$4.52M +17,036 +616%
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$5.89M +$250K +942 +5%
KC
271
Kingfisher Capital
North Carolina
$5.87M -$159K -598 -3%
NB
272
Northwest Bancshares
Pennsylvania
$5.85M +$345K +1,300 +7%
USCWA
273
U.S. Capital Wealth Advisors
Texas
$5.85M +$4.58M +17,253 +897%
ST
274
Spinnaker Trust
Maine
$5.8M +$4.78M +17,995 +1,785%
Public Sector Pension Investment Board (PSP Investments)
275
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.79M -$3.52M -13,253 -41%

PSA Hedge Fund Activity: Q4 2023 in Review

1,057 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2023, worth a combined $42.7B — up 15% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PSA positions and 71 closed out — a net gain of 92 holders — while 394 added to existing stakes and 366 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $428M. The largest seller was Capital International Investors, cutting an estimated $1.29B.

  • 1,057 institutional investors held Public Storage (PSA) as of Q4 2023, up from 978 in Q3 2023.
  • Funds reported $42.7B of Public Storage stock for Q4 2023, up 15% quarter-over-quarter.
  • 163 funds opened new Public Storage positions in Q4 2023 and 71 closed out, a net change of +92 holders.
  • The largest Public Storage buyer in Q4 2023 was Morgan Stanley, an estimated $428M added.
  • The largest Public Storage seller in Q4 2023 was Capital International Investors, an estimated $1.29B sold.

Based on aggregated 13F filings for Q4 2023.