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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
TG
276
TCW Group
California
$5.74M +$713K +2,687 +17%
HCM
277
Hilton Capital Management
New York
$5.73M +$4.98M +18,773 New
DIA
278
Dean Investment Associates
Ohio
$5.66M +$3.27M +12,321 +197%
MML Investors Services
279
MML Investors Services
Massachusetts
$5.58M +$1.36M +5,133 +39%
BAMCO Inc
280
BAMCO Inc
New York
$5.58M -$13.4M -50,677 -73%
BCIM
281
British Columbia Investment Management
British Columbia, Canada
$5.56M +$1.02M +3,833 +27%
MGP
282
Metis Global Partners
California
$5.55M +$189K +711 +4%
APSI
283
Asset Planning Services Inc
Louisiana
$5.48M -$13.3K -50 -0.3%
OPERF
284
Oregon Public Employees Retirement Fund
Oregon
$5.47M -$853K -3,213 -15%
Nordea Investment Management
285
Nordea Investment Management
Sweden
$5.41M +$413K +1,557 +10%
MIA
286
MainStreet Investment Advisors
Illinois
$5.4M +$578K +2,180 +14%
Cambridge Investment Research Advisors
287
Cambridge Investment Research Advisors
Iowa
$5.4M +$603K +2,272 +15%
QCM
288
QRG Capital Management
Illinois
$5.38M +$43.8K +165 +0.9%
1IA
289
1834 Investment Advisors
Wisconsin
$5.17M +$2.41M +9,078 +115%
Capital Fund Management (CFM)
290
Capital Fund Management (CFM)
France
$5.16M -$510K -1,921 -10%
EIA
291
Edgemoor Investment Advisors
Maryland
$5.06M +$730K +2,752 +20%
PTCG
292
Pring Turner Capital Group
California
$5.05M -$75.6K -285 -2%
TAIM
293
Te Ahumairangi Investment Management
New Zealand
$4.96M -$1.27M -4,785 -23%
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$4.89M +$487K +1,834 +13%
SFI
295
Siemens Fonds Invest
Germany
$4.86M +$819K +3,085 +24%
SAM
296
Synergy Asset Management
Washington
$4.85M +$4.22M +15,913 New
EWA
297
Exencial Wealth Advisors
Oklahoma
$4.83M -$594K -2,238 -12%
ACA
298
Aptus Capital Advisors
Alabama
$4.72M -$29.2K -110 -0.7%
CAN
299
Cetera Advisor Networks
California
$4.65M +$175K +660 +5%
AWM
300
AE Wealth Management
Kansas
$4.53M -$178K -672 -4%

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.