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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
CT
426
Colonial Trust
South Carolina
$1.55M +$143K +540 +12%
DILIC
427
Dai-ichi Life Insurance Company
Japan
$1.54M -$41.1K -155 -3%
NMIMC
428
Northwestern Mutual Investment Management Company
Wisconsin
$1.53M +$3.98K +15 +0.3%
PT
429
Plimoth Trust
Massachusetts
$1.53M -$2.65K -10 -0.2%
GFA
430
Gifford Fong Associates
California
$1.52M
CIA
431
Concurrent Investment Advisors
Florida
$1.52M +$1.32M +4,970 New
SGI
432
Summit Global Investments
Utah
$1.49M +$194K +730 +18%
AWM
433
Allen Wealth Management
North Carolina
$1.49M +$1.3M +4,892 New
UCFA
434
United Capital Financial Advisors
Texas
$1.46M +$292K +1,101 +30%
CM
435
Columbus Macro
Pennsylvania
$1.44M +$505K +1,902 +67%
HI
436
Horizon Investments
North Carolina
$1.42M -$277K -1,045 -18%
RWM
437
Ritholtz Wealth Management
New York
$1.42M -$98.7K -372 -7%
SBIA
438
Sheaff Brock Investment Advisors
Indiana
$1.41M +$36.4K +137 +3%
CMAI
439
Capital Management Associates Inc
Minnesota
$1.41M +$1.22M +4,609 New
PAG
440
Private Advisor Group
New Jersey
$1.4M +$24.4K +92 +2%
ACMA
441
Arbor Capital Management (Alaska)
Alaska
$1.4M -$13K -49 -1%
FC
442
FORA Capital
Florida
$1.4M -$3.46M -13,025 -74%
PFC
443
Phocas Financial Corp
California
$1.39M -$1.04M -3,906 -46%
LHC
444
Little House Capital
Massachusetts
$1.38M -$139K -524 -10%
Credit Agricole
445
Credit Agricole
France
$1.37M +$800K +3,014 +203%
SPIA
446
Steward Partners Investment Advisory
New York
$1.36M -$374K -1,411 -24%
EAM
447
Erste Asset Management
Austria
$1.35M -$13.3K -50 -1%
HW
448
Hancock Whitney
Mississippi
$1.35M -$21.8K -82 -2%
HWAM
449
Hennion & Walsh Asset Management
New Jersey
$1.35M -$62.6K -236 -5%
CA
450
Cetera Advisors
Colorado
$1.34M +$290K +1,092 +33%

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.