We are live on ! Find out more
PSA icon

Public Storage

1,065 hedge funds and large institutions have $40.7B invested in Public Storage in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 460 increasing their positions, 332 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 332

24% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 82

1% more funds holding

Funds holding: 1,0571,065 (+8)

0.38% more ownership

Funds ownership: 79.73%80.11% (+0.38%)

5% less capital invested

Capital invested by funds: $42.7B → $40.7B (-$2.06B)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

49% less call options, than puts

Call options by funds: $78.5M | Put options by funds: $153M

Holders
1,065
Holders Change
+8
Holders Change %
+0.76%
% of All Funds
15.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
102
Increased
460
Reduced
332
Closed
82
Calls
$78.5M
Puts
$153M
Net Calls
-$74.7M
Net Calls Change
-$88.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Synergy Asset Management
Washington
$2.71M -$1.89M -6,580 -41%
SAM
352
Securian Asset Management
Minnesota
$2.69M -$210K -734 -7%
VPIM
353
Vanguard Personalized Indexing Management
California
$2.69M +$599K +2,088 +29%
LSERS
354
Louisiana State Employees Retirement System
Louisiana
$2.67M -$115K -400 -4%
LMGAM
355
Liberty Mutual Group Asset Management
Massachusetts
$2.67M
TC
356
Trilogy Capital
California
$2.66M -$54.5K -190 -2%
DADC
357
D.A. Davidson & Co
Montana
$2.66M +$233K +814 +10%
SF
358
Slagle Financial
Illinois
$2.66M +$189K +658 +8%
CI
359
Conning Inc
Connecticut
$2.64M
SAI
360
Systematic Alpha Investments
New Jersey
$2.62M
CGH
361
Crossmark Global Holdings
Texas
$2.62M -$114K -399 -4%
SOAMC
362
Spirit of America Management Corp
New York
$2.6M
FWM
363
Fairhaven Wealth Management
Illinois
$2.58M -$4.01K -14 -0.2%
Brown Advisory
364
Brown Advisory
Maryland
$2.53M -$88.6K -309 -3%
ACIM
365
Azimuth Capital Investment Management
Michigan
$2.51M -$1.15M -4,016 -32%
Credit Agricole
366
Credit Agricole
France
$2.5M +$1.47M +5,111 +114%
OAM
367
Ostrum Asset Management
France
$2.46M
CC
368
Carlson Capital
Texas
$2.43M +$2.4M +8,386 New
RB
369
Rodgers Brothers
Pennsylvania
$2.43M +$1.55M +5,390 +180%
QCM
370
Quantinno Capital Management
New York
$2.39M +$1.33M +4,626 +128%
SFS
371
Stiles Financial Services
Minnesota
$2.37M +$197K +687 +9%
PA
372
Procyon Advisors
Connecticut
$2.33M +$221K +772 +11%
NMERB
373
New Mexico Educational Retirement Board
New Mexico
$2.31M -$86K -300 -4%
JWM
374
JGP Wealth Management
Oregon
$2.3M -$323K -1,127 -12%
TYCC
375
Texas Yale Capital Corp
Florida
$2.28M +$533K +1,860 +31%

PSA Hedge Fund Activity: Q1 2024 in Review

1,065 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2024, worth a combined $40.7B — down 4.8% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PSA positions and 82 closed out — a net gain of 20 holders — while 460 added to existing stakes and 332 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $328M. The largest seller was Morgan Stanley, cutting an estimated $399M.

  • 1,065 institutional investors held Public Storage (PSA) as of Q1 2024, up from 1,057 in Q4 2023.
  • Funds reported $40.7B of Public Storage stock for Q1 2024, down 4.8% quarter-over-quarter.
  • 102 funds opened new Public Storage positions in Q1 2024 and 82 closed out, a net change of +20 holders.
  • The largest Public Storage buyer in Q1 2024 was Cohen & Steers, an estimated $328M added.
  • The largest Public Storage seller in Q1 2024 was Morgan Stanley, an estimated $399M sold.

Based on aggregated 13F filings for Q1 2024.