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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
IMPI
326
Ilmarinen Mutual Pension Insurance
Finland
$3.35M -$1.06M -4,000 -27%
KeyBank National Association
327
KeyBank National Association
Ohio
$3.34M +$42.2K +159 +1%
DEA
328
DoubleLine ETF Adviser
Florida
$3.31M +$2.88M +10,867 New
HIMCH
329
Hartford Investment Management Co (HIMCO)
Connecticut
$3.25M -$106K -398 -4%
PS
330
Pensionfund Sabic
Netherlands
$3.21M
IWC
331
Integrated Wealth Concepts
Massachusetts
$3.13M +$135K +508 +5%
GC
332
Gould Capital
Washington
$3.07M +$27.1K +102 +1%
SG Americas Securities
333
SG Americas Securities
New York
$3.06M +$505K +1,902 +23%
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$3.06M +$677K +2,551 +34%
SAM
335
Securian Asset Management
Minnesota
$3.06M -$352K -1,325 -12%
IC
336
IEQ Capital
California
$3.02M -$918K -3,458 -26%
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$3M +$95.5K +360 +4%
CS
338
Candriam SCA
Luxembourg
$2.98M -$255K -962 -9%
SIC
339
Sigma Investment Counselors
Michigan
$2.96M +$208K +785 +9%
LSERS
340
Louisiana State Employees Retirement System
Louisiana
$2.93M -$53.1K -200 -2%
AAM
341
Azzad Asset Management
Virginia
$2.92M +$200K +752 +9%
FC
342
Forte Capital
New York
$2.9M +$607K +2,286 +32%
LMIM
343
Lockheed Martin Investment Management
Maryland
$2.89M -$716K -2,700 -22%
CGH
344
Crossmark Global Holdings
Texas
$2.87M -$150K -566 -6%
Mercer Global Advisors
345
Mercer Global Advisors
Colorado
$2.87M +$448K +1,688 +22%
TC
346
Trilogy Capital
California
$2.86M +$34.5K +130 +1%
LMGAM
347
Liberty Mutual Group Asset Management
Massachusetts
$2.8M -$474K -1,785 -16%
CI
348
Conning Inc
Connecticut
$2.78M +$191K +718 +9%
JWM
349
JGP Wealth Management
Oregon
$2.76M -$185K -699 -7%
SAI
350
Systematic Alpha Investments
New Jersey
$2.75M

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.