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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
SGI
451
Summit Global Investments
Utah
$1.38M -$45K -157 -3%
WR
452
WD Rutherford
Oregon
$1.37M +$905K +3,156 +202%
SBIA
453
Sheaff Brock Investment Advisors
Indiana
$1.33M -$11.8K -41 -0.9%
Envestnet Portfolio Solutions
454
Envestnet Portfolio Solutions
Illinois
$1.32M +$70.5K +246 +6%
PAG
455
Private Advisor Group
New Jersey
$1.32M -$10.3K -36 -0.8%
WA
456
Wambolt & Associates
Colorado
$1.32M +$241K +840 +22%
UB
457
Umpqua Bank
Oregon
$1.3M +$1.28M +4,470 New
CM
458
Columbus Macro
Pennsylvania
$1.3M -$81.7K -285 -6%
NRD
459
Nebula Research & Development
New York
$1.29M +$552K +1,925 +76%
RWM
460
Ritholtz Wealth Management
New York
$1.29M -$58.5K -204 -4%
SCM
461
Sage Capital Management
New Jersey
$1.28M +$30.1K +105 +2%
AIMCA
462
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.28M -$315K -1,100 -20%
CAM
463
Columbia Asset Management
Michigan
$1.27M
HW
464
Hancock Whitney
Mississippi
$1.27M -$13.5K -47 -1%
EAM
465
Erste Asset Management
Austria
$1.27M
LA
466
Lindenwold Advisors
Pennsylvania
$1.26M +$31K +108 +3%
MFG
467
Merit Financial Group
Georgia
$1.25M +$117K +408 +9%
Squarepoint
468
Squarepoint
New York
$1.24M -$9.06M -31,592 -88%
WA
469
WBH Advisory
Maryland
$1.24M -$5.45K -19 -0.4%
AssetMark Inc
470
AssetMark Inc
California
$1.24M -$16.1K -56 -1%
RIM
471
Rakuten Investment Management
Japan
$1.23M +$1.11M +3,863 +985%
RCM
472
RB Capital Management
Nevada
$1.21M +$57.3K +200 +5%
SAM
473
Sompo Asset Management
Japan
$1.2M -$37.3K -130 -3%
IMRF
474
Illinois Municipal Retirement Fund
Illinois
$1.2M
Assenagon Asset Management
475
Assenagon Asset Management
Luxembourg
$1.2M +$144K +502 +14%

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.