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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
CIA
401
Cascade Investment Advisors
Oregon
$1.78M +$210K +790 +16%
GFS
402
GYL Financial Synergies
Connecticut
$1.78M +$52.5K +198 +4%
MPPLM
403
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.76M +$97.1K +366 +7%
SFA
404
Sequoia Financial Advisors
Ohio
$1.73M +$1.19M +4,498 +382%
AI
405
Atria Investments
North Carolina
$1.73M -$167K -628 -10%
IGAM
406
iA Global Asset Management
Quebec, Canada
$1.73M -$5.3M -19,958 -78%
KRSITF
407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.72M +$20.4K +77 +1%
OPA
408
Old Port Advisors
Maine
$1.71M +$128K +484 +9%
AWS
409
Atria Wealth Solutions
New York
$1.7M +$376K +1,416 +34%
FNT
410
First Nebraska Trust
Nebraska
$1.7M +$921K +3,470 +164%
AIMCA
411
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.68M +$478K +1,800 +49%
VIM
412
Vinva Investment Management
Australia
$1.67M +$211K +797 +17%
WAM
413
Werlinich Asset Management
Connecticut
$1.67M -$8.76K -33 -0.6%
First Manhattan
414
First Manhattan
New York
$1.65M -$72.7K -274 -5%
XF
415
XML Financial
Maryland
$1.65M +$335K +1,264 +30%
BSB
416
Bangor Savings Bank
Maine
$1.62M +$7.7K +29 +0.5%
TCM
417
Twin Capital Management
Pennsylvania
$1.61M +$696K +2,623 +99%
AAS
418
Avantax Advisory Services
Texas
$1.6M +$188K +710 +16%
PI
419
PEAK6 Investments
Illinois
$1.59M +$1.39M +5,224 New
CA
420
Cornerstone Advisors
North Carolina
$1.59M -$557K -2,100 -29%
KCM
421
Kornitzer Capital Management
Kansas
$1.59M
FAM
422
Formidable Asset Management
Ohio
$1.58M +$577K +2,173 +73%
SC
423
Sawyer & Company
Massachusetts
$1.57M -$15.9K -60 -1%
RG
424
Rathbones Group
United Kingdom
$1.57M +$211K +795 +18%
DI
425
Diligent Investors
California
$1.55M +$8.49K +32 +0.6%

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.