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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
Brown Advisory
351
Brown Advisory
Maryland
$2.75M +$37.4K +141 +2%
NW
352
Naviter Wealth
Arkansas
$2.75M +$333K +1,255 +16%
SOAMC
353
Spirit of America Management Corp
New York
$2.74M -$26.5K -100 -1%
FWM
354
Fairhaven Wealth Management
Illinois
$2.72M +$325K +1,225 +16%
SW
355
SteelPeak Wealth
California
$2.72M -$832K -3,134 -26%
ATPW
356
Ashton Thomas Private Wealth
Arizona
$2.65M +$31.8K +120 +1%
SHFP
357
Second Half Financial Partners
Florida
$2.62M -$60.5K -228 -3%
CMI
358
Clare Market Investments
Texas
$2.61M +$15.4K +58 +0.7%
AF
359
Allworth Financial
California
$2.59M +$8.23K +31 +0.4%
OAM
360
Ostrum Asset Management
France
$2.58M +$353K +1,329 +19%
DADC
361
D.A. Davidson & Co
Montana
$2.55M -$5.57K -21 -0.3%
NMERB
362
New Mexico Educational Retirement Board
New Mexico
$2.52M
VMPIC
363
Varma Mutual Pension Insurance Co
Finland
$2.47M +$2.15M +8,100 New
GA
364
GRS Advisors
Illinois
$2.41M
AS
365
Aware Super
Australia
$2.34M +$2.4M +9,036 New
OC
366
Oppenheimer & Co
New York
$2.33M -$303K -1,141 -13%
SFS
367
Stiles Financial Services
Minnesota
$2.29M +$620K +2,336 +45%
Balyasny Asset Management
368
Balyasny Asset Management
Illinois
$2.29M +$1.99M +7,493 New
BB
369
Bell Bank
North Dakota
$2.26M
PAM
370
Panagora Asset Management
Massachusetts
$2.26M -$280K -1,056 -12%
BFEC
371
Benjamin F. Edwards & Company
Missouri
$2.25M +$1.93M +7,285 +7,142%
PA
372
Procyon Advisors
Connecticut
$2.22M +$458K +1,727 +31%
MFGM
373
Marshall Financial Group (Maryland)
Maryland
$2.22M +$201K +757 +12%
VPIM
374
Vanguard Personalized Indexing Management
California
$2.19M -$317K -1,195 -14%
BCI
375
Brinker Capital Investments
Pennsylvania
$2.13M +$637K +2,401 +51%

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.