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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
PS
601
Principal Securities
Iowa
$617K +$93.4K +326 +18%
CGL
602
Clarius Group LLC
Washington
$616K -$34.4K -120 -5%
AB
603
Atlas Brown
Kentucky
$615K +$287 +1 +0%
IA
604
Inspire Advisors
Idaho
$610K +$57K +199 +10%
HFM
605
Hartford Funds Management
Pennsylvania
$607K +$81.1K +283 +16%
GSC
606
G&S Capital
Colorado
$601K +$311K +1,084 +110%
BWM
607
Biltmore Wealth Management
Arizona
$600K
ACM
608
Advisors Capital Management
New Jersey
$595K +$588K +2,050 New
TA
609
TKG Advisors
Indiana
$592K +$294K +1,025 +101%
GVAG
610
Great Valley Advisor Group
Delaware
$592K -$8.89K -31 -1%
EF
611
Empowered Funds
Pennsylvania
$592K +$92.9K +324 +19%
RSWM
612
Robertson Stephens Wealth Management
California
$590K -$3.44K -12 -0.6%
HGWM
613
Horst & Graben Wealth Management
Oregon
$584K
TC
614
Torno Capital
Massachusetts
$580K +$573K +2,000 New
WT
615
Whittier Trust
California
$579K -$1.15K -4 -0.2%
PA
616
Parallel Advisors
California
$579K -$31.2K -109 -5%
PWMG
617
Prestige Wealth Management Group
New Jersey
$577K +$546K +1,905 +2,295%
ASN
618
Advisory Services Network
Georgia
$569K -$138K -483 -20%
NP
619
NorthRock Partners
Minnesota
$564K +$122K +425 +28%
CAM
620
Campion Asset Management
Virginia
$564K
CIC
621
Carnegie Investment Counsel
Ohio
$556K +$18.6K +65 +4%
AWM
622
Axxcess Wealth Management
California
$555K +$209K +729 +62%
SFM
623
Signet Financial Management
New Jersey
$555K +$11.2K +39 +2%
ETC
624
Exchange Traded Concepts
Oklahoma
$553K +$15.2K +53 +3%
WA
625
Waddell & Associates
Tennessee
$553K +$3.73K +13 +0.7%

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.