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
SCA
501
Snowden Capital Advisors
New York
$1.04M +$609K +2,294 +205%
HIC
502
Hartline Investment Corp
Illinois
$1.04M -$47.8K -180 -5%
WBC
503
Westpac Banking Corp
Australia
$1.02M +$67.1K +253 +8%
SAM
504
Shell Asset Management
Netherlands
$1.01M -$151K -569 -15%
SCI
505
Stableford Capital II
Arizona
$1.01M +$923K +3,479 New
Two Sigma Investments
506
Two Sigma Investments
New York
$995K -$381K -1,437 -31%
HFAS
507
Hummer Financial Advisory Services
Illinois
$989K
FFS
508
Founders Financial Securities
Maryland
$980K +$249K +939 +41%
IAN
509
Integrated Advisors Network
Texas
$970K -$2.9M -10,934 -77%
EWM
510
Evercore Wealth Management
New York
$962K -$123K -463 -13%
RCG
511
Regatta Capital Group
California
$957K +$5.31K +20 +0.6%
DLHL
512
Donald L. Hagan LLC
Florida
$932K +$23.9K +90 +3%
William Blair & Company
513
William Blair & Company
Illinois
$925K +$48K +181 +6%
CW
514
CIC Wealth
Maryland
$922K -$98.7K -372 -11%
TWC
515
TD Waterhouse Canada
Ontario, Canada
$919K -$368K -1,386 -31%
GAM
516
Gotham Asset Management
New York
$919K +$63.4K +239 +9%
PAS
517
Park Avenue Securities
New York
$918K -$63.2K -238 -7%
RB
518
Rodgers Brothers
Pennsylvania
$913K +$795K +2,995 New
SIAP
519
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$907K -$26.5K -100 -3%
FLI
520
Family Legacy Inc
South Carolina
$906K -$9.29K -35 -1%
LNC
521
Lincoln National Corp
Pennsylvania
$899K +$2.12K +8 +0.3%
SWM
522
Segment Wealth Management
Texas
$886K
BFA
523
BBJS Financial Advisors
Washington
$883K +$107K +405 +16%
HCA
524
Harbor Capital Advisors
Illinois
$877K -$3.45K -13 -0.4%
BB
525
Busey Bank
Illinois
$867K -$22.3K -84 -3%

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.