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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
OPS
376
Orion Portfolio Solutions
Nebraska
$2.13M +$637K +2,401 +51%
RP
377
Rowlandmiller & Partners
Georgia
$2.13M -$36.4K -137 -2%
SC
378
Saturna Capital
Washington
$2.09M +$521K +1,964 +40%
PIA
379
Petredis Investment Advisors
Pennsylvania
$2.05M -$276K -1,040 -13%
LCM
380
LDR Capital Management
New York
$2.04M +$684K +2,576 +62%
RFC
381
Regions Financial Corp
Alabama
$2.04M +$76.2K +287 +4%
GF
382
Gries Financial
Ohio
$2.02M +$7.16K +27 +0.4%
TSW
383
Thompson Siegel & Walmsley
Virginia
$2M
GS
384
GTS Securities
New York
$1.99M +$1.23M +4,645 +245%
TFS
385
Thoroughbred Financial Services
Tennessee
$1.92M -$5.31K -20 -0.3%
EOJOAM
386
E. Ohman J:or Asset Management
Sweden
$1.92M -$265K -1,000 -14%
Wealthfront Advisers
387
Wealthfront Advisers
California
$1.89M -$2.04M -7,672 -55%
VLKIM
388
Van Lanschot Kempen Investment Management
Netherlands
$1.87M -$26.5K -100 -2%
BBVA
389
Banco Bilbao Vizcaya Argentaria
Spain
$1.87M +$153K +576 +10%
MC
390
Middleton & Co
Massachusetts
$1.87M +$33.2K +125 +2%
CCIA
391
Campbell & Co Investment Adviser
Maryland
$1.87M +$492K +1,856 +44%
PP
392
Prudential plc
United Kingdom
$1.86M -$1.28M -4,826 -44%
Walleye Trading
393
Walleye Trading
New York
$1.83M +$1.59M +6,004 New
TYCC
394
Texas Yale Capital Corp
Florida
$1.83M -$97.9K -369 -6%
ECM
395
Everence Capital Management
Indiana
$1.83M +$340K +1,280 +27%
CII
396
Capital International Inc
California
$1.82M -$1.83M -6,898 -54%
AWM
397
Avitas Wealth Management
California
$1.82M +$578K +2,180 +58%
TAF
398
Tredje AP-fonden
Sweden
$1.82M +$130K +490 +9%
Bessemer Group
399
Bessemer Group
New Jersey
$1.81M -$28.4K -107 -2%
KIA
400
KCM Investment Advisors
California
$1.81M -$274K -1,031 -15%

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.