We are live on ! Find out more
PSA icon

Public Storage

1,106 hedge funds and large institutions have $37B invested in Public Storage in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 344 increasing their positions, 469 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 121

3.47% more ownership

Funds ownership: 77.9%81.37% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1% less funds holding

Funds holding: 1,1191,106 (-13)

6% less capital invested

Capital invested by funds: $39.5B → $37B (-$2.45B)

27% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 469

46% less call options, than puts

Call options by funds: $70.3M | Put options by funds: $130M

Holders
1,106
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
13.46%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
136
Increased
344
Reduced
469
Closed
121
Calls
$70.3M
Puts
$130M
Net Calls
-$60.2M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
551
InTrack Investment Management
Vermont
$669K +$64.4K +230 +10%
IA
552
Inspire Advisors
Idaho
$664K +$29.9K +107 +4%
MBT
553
Montecito Bank & Trust
California
$663K -$296K -1,058 -29%
CG
554
Caprock Group
Idaho
$658K -$377K -1,349 -35%
GT
555
Glenmede Trust
Pennsylvania
$656K +$708K +2,529 New
MYIA
556
Mount Yale Investment Advisors
Colorado
$656K +$488K +1,744 +222%
MFC
557
Mechanics Financial Corp
Ohio
$654K -$280 -1 -0%
SWM
558
Silverlake Wealth Management
Vermont
$653K -$51.5K -184 -7%
SAM
559
Smithbridge Asset Management
Pennsylvania
$651K +$22.7K +81 +3%
HIC
560
Hartline Investment Corp
Illinois
$646K -$63K -225 -8%
FIA
561
Foundations Investment Advisors
Arizona
$645K +$60.2K +215 +9%
RWM
562
Ritholtz Wealth Management
New York
$645K -$986K -3,524 -59%
MC
563
Machina Capital
France
$642K -$296K -1,059 -30%
TRCT
564
Tower Research Capital (TRC)
New York
$633K -$396K -1,417 -37%
EWP
565
Elevation Wealth Partners
California
$632K -$2.24K -8 -0.3%
HWM
566
HB Wealth Management
Georgia
$624K -$447K -1,598 -40%
William Blair & Company
567
William Blair & Company
Illinois
$623K -$1.68K -6 -0.2%
LIM
568
Loudon Investment Management
New Hampshire
$623K
SPF
569
South Plains Financial
Texas
$622K -$2.8K -10 -0.4%
CFO
570
Callan Family Office
Pennsylvania
$620K +$44.2K +158 +7%
AAM
571
AR Asset Management
California
$620K
IPW
572
Impact Partnership Wealth
Georgia
$614K -$113K -403 -15%
TE
573
Tema ETFs
New York
$609K -$1.12K -4 -0.2%
PT
574
Plimoth Trust
Massachusetts
$609K -$68.6K -245 -9%
WRPWM
575
Werba Rubin Papier Wealth Management
California
$608K +$20.7K +74 +3%