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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
AW
526
Alaethes Wealth
Nevada
$935K +$924K +3,222 New
VEA
527
Virtus ETF Advisers
New York
$931K +$920K +3,211 New
PAS
528
Park Avenue Securities
New York
$926K +$52.7K +184 +6%
IFG
529
Independent Financial Group
California
$924K +$298K +1,038 +48%
BHCM
530
Brevan Howard Capital Management
Jersey
$895K +$479K +1,671 +118%
FTDI
531
First Trust Direct Indexing
Massachusetts
$887K +$179K +624 +26%
QT
532
Quantbot Technologies
New York
$884K +$874K +3,049 New
William Blair & Company
533
William Blair & Company
Illinois
$884K +$4.3K +15 +0.5%
CA
534
Commerzbank Aktiengesellschaft
Germany
$884K +$62.5K +218 +8%
JFGIW
535
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$883K +$65.9K +230 +8%
TWC
536
TD Waterhouse Canada
Ontario, Canada
$879K +$13.2K +46 +2%
NIM
537
NEOS Investment Management
Connecticut
$878K +$259K +903 +42%
SWM
538
Silverlake Wealth Management
Vermont
$872K +$105K +365 +14%
IAN
539
Integrated Advisors Network
Texas
$864K -$57.6K -201 -6%
SIAP
540
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$863K
CII
541
Capital International Inc
California
$859K -$865K -3,019 -50%
DLHL
542
Donald L. Hagan LLC
Florida
$858K -$27.8K -97 -3%
LNC
543
Lincoln National Corp
Pennsylvania
$837K -$17.5K -61 -2%
FLI
544
Family Legacy Inc
South Carolina
$837K -$24.4K -85 -3%
SWM
545
Segment Wealth Management
Texas
$829K -$13.2K -46 -2%
Lido Advisors
546
Lido Advisors
California
$829K +$61.6K +215 +8%
CW
547
CIC Wealth
Maryland
$826K -$49.9K -174 -6%
FTIS
548
First Trust Investment Solutions
Florida
$811K +$250K +872 +45%
AWE
549
Avidian Wealth Enterprises
Texas
$809K +$71.9K +251 +10%
PBC
550
Pavion Blue Capital
California
$809K

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.