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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
EWP
576
Elevation Wealth Partners
California
$671K +$675K +2,545 New
PGFC
577
Peapack-Gladstone Financial Corp
New Jersey
$666K +$43.8K +165 +8%
UB
578
UMB Bank
Missouri
$658K -$575K -2,166 -50%
IFG
579
Independent Financial Group
California
$655K +$16.5K +62 +3%
SIG
580
Stonegate Investment Group
Alabama
$651K +$83.3K +314 +17%
NIM
581
NEOS Investment Management
Connecticut
$648K +$166K +627 +42%
AB
582
Atlas Brown
Kentucky
$647K +$106K +400 +23%
PA
583
Parallel Advisors
California
$642K -$21.8K -82 -4%
RAM
584
Ramirez Asset Management
New York
$640K
GVAG
585
Great Valley Advisor Group
Delaware
$632K +$9.55K +36 +2%
RSWM
586
Robertson Stephens Wealth Management
California
$624K -$5.04K -19 -0.9%
HGWM
587
Horst & Graben Wealth Management
Oregon
$614K
SC
588
Syon Capital
California
$613K +$295K +1,111 +124%
PMA
589
Prudent Man Advisors
Illinois
$612K -$4.78K -18 -0.9%
GCM
590
Greenland Capital Management
New York
$610K -$876K -3,300 -62%
WT
591
Whittier Trust
California
$610K +$99K +373 +23%
CBNLCF
592
Cognios Beta Neutral Large Cap Fund
Kansas
$607K -$34.5K -130 -6%
SFC
593
Swisher Financial Concepts
Ohio
$606K +$550K +2,074 New
CM
594
Cercano Management
Washington
$605K
BWM
595
Biltmore Wealth Management
Arizona
$600K +$5.04K +19 +1%
IIM
596
INTECH Investment Management
Florida
$596K -$925K -3,486 -64%
BFG
597
Berger Financial Group
Minnesota
$596K -$24.9K -94 -5%
CAM
598
Campion Asset Management
Virginia
$593K -$99.5K -375 -16%
MCM
599
MAI Capital Management
Ohio
$591K -$136K -511 -21%
EWA
600
EP Wealth Advisors
California
$589K -$51.5K -194 -9%

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.