We are live on ! Find out more
PSA icon

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
MGIA
476
Moneta Group Investment Advisors
Missouri
$1.16M +$12.2K +46 +1%
DPAM
477
Degroof Petercam Asset Management
Belgium
$1.16M +$1.01M +3,800 New
WA
478
Wambolt & Associates
Colorado
$1.15M +$131K +495 +15%
Simplex Trading
479
Simplex Trading
Illinois
$1.15M +$997K +3,756 New
BFA
480
Bragg Financial Advisors
North Carolina
$1.14M -$77.7K -293 -7%
IIA
481
ICW Investment Advisors
Arizona
$1.12M +$23.4K +88 +2%
RL
482
Rogco LP
Oklahoma
$1.12M +$196K +740 +25%
VI
483
Versor Investments
New York
$1.12M -$398K -1,500 -29%
BEI
484
Benjamin Edwards Inc
Missouri
$1.12M +$762K +2,872 +363%
DAS
485
Dynamic Advisor Solutions
Arizona
$1.11M -$24.7K -93 -2%
HI
486
Hendershot Investments
Virginia
$1.11M
BSW
487
Buckingham Strategic Wealth
Missouri
$1.11M -$14.6K -55 -1%
Assenagon Asset Management
488
Assenagon Asset Management
Luxembourg
$1.11M -$1.06K -4 -0.1%
QCM
489
Quantinno Capital Management
New York
$1.1M -$38.7K -146 -4%
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$1.08M +$66.9K +252 +8%
CIP
491
Convergence Investment Partners
Florida
$1.08M -$137K -516 -13%
RBC
492
Romano Brothers & Co
Illinois
$1.08M -$13.3K -50 -1%
TMAM
493
Tokio Marine Asset Management
Japan
$1.07M +$58.6K +221 +7%
MWM
494
Maltin Wealth Management
New Jersey
$1.07M -$21.2K -80 -2%
PHS
495
Pekin Hardy Strauss
Illinois
$1.06M +$1.33K +5 +0.1%
WAM
496
Wolverine Asset Management
Illinois
$1.06M +$919K +3,464 New
PCM
497
Penserra Capital Management
California
$1.05M +$3.45K +13 +0.4%
DI
498
DFPG Investments
Utah
$1.05M +$500K +1,884 +119%
MYAM
499
Meiji Yasuda Asset Management
Japan
$1.04M -$12M -45,300 -93%
BMSSC
500
B. Metzler seel. Sohn & Co
Germany
$1.04M -$1.77M -6,652 -66%

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.