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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
SWP
551
Stratos Wealth Partners
Ohio
$752K +$78.5K +296 +14%
ASN
552
Advisory Services Network
Georgia
$745K -$54.9K -207 -8%
FTDI
553
First Trust Direct Indexing
Massachusetts
$742K +$134K +504 +26%
GDP
554
Great Diamond Partners
Maine
$742K +$53.3K +201 +9%
LIM
555
Loudon Investment Management
New Hampshire
$732K
NW
556
NewEdge Wealth
Pennsylvania
$731K -$41.9K -158 -6%
AAM
557
AR Asset Management
California
$728K
TC
558
TownSquare Capital
Utah
$726K -$397K -1,496 -39%
CASB
559
Cape Ann Savings Bank
Massachusetts
$724K +$58.6K +221 +9%
TA
560
TFG Advisers
Michigan
$719K +$7.96K +30 +1%
AA
561
Advisory Alpha
Michigan
$713K +$620K +2,337 New
SAM
562
Smithbridge Asset Management
Pennsylvania
$712K -$60.2K -227 -9%
WCM
563
Weaver Capital Management
Georgia
$710K +$618K +2,329 New
MFC
564
Mechanics Financial Corp
Ohio
$702K -$24.4K -92 -4%
WWM
565
Whalen Wealth Management
Nevada
$700K +$609K +2,296 New
PCS
566
Private Client Services
Kentucky
$700K +$609K +2,295 New
LW
567
Linscomb Wealth
Texas
$698K -$9.55K -36 -2%
RPCONE
568
Retirement Planning Company of New England
Rhode Island
$694K +$60.2K +227 +11%
BCP
569
Berkeley Capital Partners
Georgia
$693K +$603K +2,274 New
MA
570
Mutual Advisors
Nebraska
$690K -$7.16K -27 -1%
CGL
571
Clarius Group LLC
Washington
$684K -$17.8K -67 -3%
SFB
572
STAR Financial Bank
Indiana
$681K +$91.5K +345 +18%
UOC
573
UBS O'Connor
Illinois
$679K -$4.09M -15,420 -87%
BRWA
574
B. Riley Wealth Advisors
Florida
$676K -$112K -421 -16%
WRPWM
575
Werba Rubin Papier Wealth Management
California
$675K

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.