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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
OAM
451
Oppenheimer Asset Management
New York
$1.32M +$23.1K +87 +2%
SF
452
Slagle Financial
Illinois
$1.32M +$1.14M +4,299 +102%
AssetMark Inc
453
AssetMark Inc
California
$1.32M +$111K +419 +11%
Envestnet Portfolio Solutions
454
Envestnet Portfolio Solutions
Illinois
$1.32M -$56.5K -213 -5%
SCM
455
Sage Capital Management
New Jersey
$1.31M +$1.14M +4,305 New
MFG
456
Merit Financial Group
Georgia
$1.31M +$24.9K +94 +2%
WA
457
WBH Advisory
Maryland
$1.31M
SAM
458
Sompo Asset Management
Japan
$1.31M -$119K -450 -10%
JF
459
Jump Financial
Illinois
$1.3M +$1.13M +4,266 New
PCP
460
Proficio Capital Partners
Massachusetts
$1.29M -$2.65K -10 -0.2%
LA
461
Lindenwold Advisors
Pennsylvania
$1.29M -$48.8K -184 -4%
SLI
462
Sumitomo Life Insurance
Japan
$1.29M -$56.5K -213 -5%
CAM
463
Columbia Asset Management
Michigan
$1.27M -$82.3K -310 -7%
IMRF
464
Illinois Municipal Retirement Fund
Illinois
$1.26M
CT
465
Columbia Trust
Oregon
$1.25M +$192K +723 +21%
FI
466
FJ Investments
Utah
$1.25M +$1.09M +4,100 New
CGPCS
467
Capital Group Private Client Services
California
$1.24M -$9.27M -34,950 -90%
SF
468
Synovus Financial
Georgia
$1.23M -$79.6K -300 -7%
IF
469
Intrua Financial
Texas
$1.23M -$137K -515 -11%
MLL
470
Moody Lynn & Lieberson
Massachusetts
$1.22M
LAM
471
LECAP Asset Management
United Kingdom
$1.21M +$1.05M +3,961 New
RCM
472
RB Capital Management
Nevada
$1.21M -$4.78K -18 -0.5%
HTC
473
Haverford Trust Company
Pennsylvania
$1.2M
BCV
474
Banque Cantonale Vaudoise
Switzerland
$1.19M -$544K -2,051 -34%
VU
475
Vanderbilt University
Tennessee
$1.16M +$80.1K +302 +9%

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.