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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
AWM
576
AE Wealth Management
Kansas
$693K -$3.79M -13,220 -85%
Bessemer Group
577
Bessemer Group
New Jersey
$693K -$1.02M -3,547 -60%
AAM
578
AR Asset Management
California
$693K
MFC
579
Mechanics Financial Corp
Ohio
$693K +$24.9K +87 +4%
MBT
580
Montecito Bank & Trust
California
$691K -$100K -350 -13%
TA
581
TFG Advisers
Michigan
$689K +$5.45K +19 +0.8%
IA
582
IFP Advisors
Florida
$684K +$251K +874 +59%
SSA
583
Schonfeld Strategic Advisors
New York
$678K -$2.88M -10,061 -81%
CCA
584
Checchi Capital Advisers
California
$669K +$136K +476 +26%
BCP
585
Berkeley Capital Partners
Georgia
$664K +$4.01K +14 +0.6%
EWA
586
EP Wealth Advisors
California
$662K +$100K +350 +18%
IPW
587
Impact Partnership Wealth
Georgia
$653K -$84K -293 -12%
BL
588
Balentine LLC
Georgia
$651K +$162K +564 +34%
EWM
589
Evercore Wealth Management
New York
$649K -$263K -916 -29%
WRPWM
590
Werba Rubin Papier Wealth Management
California
$642K
LW
591
Linscomb Wealth
Texas
$641K -$21.8K -76 -3%
PGFC
592
Peapack-Gladstone Financial Corp
New Jersey
$635K +$1.15K +4 +0.2%
SFB
593
STAR Financial Bank
Indiana
$635K -$12.9K -45 -2%
CANY
594
Caxton Associates (New York)
New York
$633K +$295K +1,030 +89%
RJT
595
Raymond James Trust
Florida
$632K +$94.6K +330 +18%
RPCONE
596
Retirement Planning Company of New England
Rhode Island
$630K -$29.8K -104 -5%
SFC
597
Swisher Financial Concepts
Ohio
$627K +$61.6K +215 +10%
NW
598
NewEdge Wealth
Pennsylvania
$627K -$6.31K -22 -0.9%
PFS
599
Prospera Financial Services
Texas
$622K +$74K +258 +14%
Focus Partners Wealth
600
Focus Partners Wealth
Massachusetts
$617K -$138K -482 -18%

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.