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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
CIMLRA
26
CBRE Investment Management Listed Real Assets
Pennsylvania
$335M +$7.1M +26,742 +2%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$324M -$10.2M -38,368 -3%
CIM
28
Centersquare Investment Management
Pennsylvania
$308M -$9.97M -37,571 -4%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$291M -$3.16M -11,905 -1%
Capital World Investors
30
Capital World Investors
California
$289M -$114M -428,700 -31%
Principal Financial Group
31
Principal Financial Group
Iowa
$288M -$166K -624 -0.1%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$268M +$26.5M +100,033 +13%
ClearBridge Investments
33
ClearBridge Investments
New York
$263M +$54M +203,509 +31%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$250M -$5.92M -22,300 -3%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$248M +$1.97M +7,414 +0.9%
Prudential Financial
36
Prudential Financial
New Jersey
$225M +$32M +120,543 +19%
MBI
37
Montrusco Bolton Investments
Quebec, Canada
$222M +$19M +71,428 +11%
Citadel Advisors
38
Citadel Advisors
Florida
$221M +$187M +705,516 +3,467%
Barclays
39
Barclays
United Kingdom
$203M +$75.1M +282,975 +74%
Goldman Sachs
40
Goldman Sachs
New York
$196M -$16.9M -63,541 -9%
Lazard Asset Management
41
Lazard Asset Management
New York
$191M +$2.6M +9,800 +2%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$185M +$14.7M +55,585 +10%
Bank of America
43
Bank of America
North Carolina
$183M -$50.8M -191,328 -24%
Amundi
44
Amundi
France
$177M +$45.2M +170,497 +41%
DPIM
45
Duff & Phelps Investment Management
Illinois
$175M +$6.71M +25,285 +5%
LIMS
46
Lasalle Investment Management Securities
Maryland
$160M +$33M +124,407 +31%
Swiss National Bank
47
Swiss National Bank
Switzerland
$151M -$3.74M -14,100 -3%
AllianceBernstein
48
AllianceBernstein
Tennessee
$142M +$8.91M +33,568 +8%
Macquarie Group
49
Macquarie Group
Australia
$133M +$26.3M +99,072 +29%
Marshall Wace
50
Marshall Wace
United Kingdom
$126M +$107M +403,337 +3,916%

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.