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Public Storage

1,127 hedge funds and large institutions have $51.6B invested in Public Storage in 2024 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 423 increasing their positions, 392 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 72

64% more funds holding in top 10

Funds holding in top 10: 1423 (+9)

30% more capital invested

Capital invested by funds: $39.7B → $51.6B (+$11.9B)

6% more funds holding

Funds holding: 1,0631,127 (+64)

2.51% more ownership

Funds ownership: 78.57%81.08% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 392

17% less call options, than puts

Call options by funds: $79.9M | Put options by funds: $96.6M

Holders
1,127
Holders Change
+64
Holders Change %
+6.02%
% of All Funds
16.18%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.33%
New
147
Increased
423
Reduced
392
Closed
72
Calls
$79.9M
Puts
$96.6M
Net Calls
-$16.6M
Net Calls Change
+$48.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
526
Stratos Wealth Partners
Ohio
$1.12M +$94.8K +292 +11%
FAM
527
Formidable Asset Management
Ohio
$1.11M -$353K -1,086 -26%
CG
528
Caprock Group
Idaho
$1.11M +$340K +1,046 +52%
SAM
529
Sompo Asset Management
Japan
$1.11M +$149K +460 +18%
IAN
530
Integrated Advisors Network
Texas
$1.1M +$37K +114 +4%
WA
531
Waddell & Associates
Tennessee
$1.09M +$22.4K +69 +2%
PCM
532
Penserra Capital Management
California
$1.09M -$16.2K -50 -2%
SIAP
533
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.08M
BFA
534
Bragg Financial Advisors
North Carolina
$1.08M -$48.4K -149 -5%
CAGAS
535
Capital Advisory Group Advisory Services
Minnesota
$1.07M +$72.4K +223 +8%
BCV
536
Banque Cantonale Vaudoise
Switzerland
$1.07M -$402K -1,239 -30%
HIC
537
Hartline Investment Corp
Illinois
$1.07M -$3.25K -10 -0.3%
LMGAM
538
Liberty Mutual Group Asset Management
Massachusetts
$1.07M +$470K +1,447 +98%
HWM
539
HB Wealth Management
Georgia
$1.06M +$70.1K +216 +8%
PAS
540
Park Avenue Securities
New York
$1.06M -$53.9K -166 -5%
OCM
541
One Capital Management
California
$1.06M -$66.9K -206 -7%
IFG
542
Independent Financial Group
California
$1.06M -$86K -265 -8%
SWM
543
Silverlake Wealth Management
Vermont
$1.04M
DF
544
Donoghue Forlines
Massachusetts
$1.02M -$5.19K -16 -0.6%
PBC
545
Pavion Blue Capital
California
$1.01M
CASB
546
Cape Ann Savings Bank
Massachusetts
$1.01M +$64.9K +200 +8%
PP
547
Prudential plc
United Kingdom
$992K -$1.37M -4,225 -61%
CW
548
CIC Wealth
Maryland
$982K +$18.2K +56 +2%
HI
549
Harbour Investments
Wisconsin
$966K +$219K +674 +34%
William Blair & Company
550
William Blair & Company
Illinois
$952K -$87.3K -269 -9%

PSA Hedge Fund Activity: Q3 2024 in Review

1,127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2024, worth a combined $51.6B — up 30% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new PSA positions and 72 closed out — a net gain of 75 holders — while 423 added to existing stakes and 392 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $644M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $218M.

  • 1,127 institutional investors held Public Storage (PSA) as of Q3 2024, up from 1,063 in Q2 2024.
  • Funds reported $51.6B of Public Storage stock for Q3 2024, up 30% quarter-over-quarter.
  • 147 funds opened new Public Storage positions in Q3 2024 and 72 closed out, a net change of +75 holders.
  • The largest Public Storage buyer in Q3 2024 was Cohen & Steers, an estimated $644M added.
  • The largest Public Storage seller in Q3 2024 was CBRE Investment Management Listed Real Assets, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2024.