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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
CTA
301
Colonial Trust Advisors
South Carolina
$4.31M +$360K +1,358 +11%
Los Angeles Capital Management
302
Los Angeles Capital Management
California
$4.26M -$6.47M -24,398 -64%
Creative Planning
303
Creative Planning
Kansas
$4.25M -$115K -435 -3%
EMPI
304
Elo Mutual Pension Insurance
Finland
$4.21M +$152K +573 +4%
Baird Financial Group
305
Baird Financial Group
Wisconsin
$4.19M +$628K +2,365 +21%
TRSOTSOK
306
Teachers Retirement System of the State of Kentucky
Kentucky
$4.12M -$162K -609 -4%
NB
307
Norinchukin Bank
Japan
$4.05M -$273K -1,027 -7%
AAM
308
Advisors Asset Management
Colorado
$4.01M +$645K +2,430 +23%
OTPPB
309
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.01M +$3.49M +13,141 New
GIBU
310
Gulf International Bank (UK)
United Kingdom
$3.98M -$355K -1,337 -9%
Jacobs Levy Equity Management
311
Jacobs Levy Equity Management
New Jersey
$3.92M +$183K +690 +6%
ACIM
312
Azimuth Capital Investment Management
Michigan
$3.87M -$222K -835 -6%
KRS
313
Kentucky Retirement Systems
Kentucky
$3.86M +$54.9K +207 +2%
SSA
314
Schonfeld Strategic Advisors
New York
$3.78M +$1.88M +7,100 +134%
HFS
315
Hantz Financial Services
Michigan
$3.76M +$620K +2,337 +23%
O
316
Ossiam
France
$3.75M +$1.77M +6,658 +118%
Fuller & Thaler Asset Management
317
Fuller & Thaler Asset Management
California
$3.74M -$695K -2,621 -18%
MSRPS
318
Maryland State Retirement & Pension System
Maryland
$3.72M +$60.5K +228 +2%
CCFCSB
319
Cape Cod Five Cents Savings Bank
Massachusetts
$3.56M -$3.26M -12,279 -51%
CWM
320
Concentric Wealth Management
California
$3.55M +$201K +757 +7%
CFG
321
Citizens Financial Group
Rhode Island
$3.51M -$53.3K -201 -2%
CCG
322
Chatham Capital Group
Georgia
$3.51M -$134K -504 -4%
BPA
323
Beacon Pointe Advisors
California
$3.49M +$18.3K +69 +0.6%
MLICM
324
Metropolitan Life Insurance Company (MetLife)
New York
$3.44M -$32.1K -121 -1%
Pathstone Holdings
325
Pathstone Holdings
New Jersey
$3.38M +$2.94M +11,087 New

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.