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Public Storage

1,127 hedge funds and large institutions have $51.6B invested in Public Storage in 2024 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 423 increasing their positions, 392 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 72

64% more funds holding in top 10

Funds holding in top 10: 1423 (+9)

30% more capital invested

Capital invested by funds: $39.7B → $51.6B (+$11.9B)

6% more funds holding

Funds holding: 1,0631,127 (+64)

2.51% more ownership

Funds ownership: 78.57%81.08% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 392

17% less call options, than puts

Call options by funds: $79.9M | Put options by funds: $96.6M

Holders
1,127
Holders Change
+64
Holders Change %
+6.02%
% of All Funds
16.18%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.33%
New
147
Increased
423
Reduced
392
Closed
72
Calls
$79.9M
Puts
$96.6M
Net Calls
-$16.6M
Net Calls Change
+$48.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
601
Shum Financial Group
California
$728K +$694K +2,137 New
PMA
602
Prudent Man Advisors
Illinois
$720K
CCM
603
Coldstream Capital Management
Washington
$718K +$93.5K +288 +17%
JWCA
604
J.W. Cole Advisors
Florida
$712K
ETC
605
Exchange Traded Concepts
Oklahoma
$711K +$27.6K +85 +5%
GWMIA
606
Global Wealth Management Investment Advisory
Florida
$709K +$77.6K +239 +14%
BFM
607
Boothbay Fund Management
New York
$695K +$620K +1,911 New
GC
608
Guidance Capital
Kentucky
$695K -$8.44K -26 -1%
BJL
609
Brighton Jones LLC
Washington
$691K -$58.1K -179 -9%
AF
610
Arrow Financial
New York
$691K
RAM
611
Ramirez Asset Management
New York
$691K
SFS
612
Strategic Financial Services
New York
$690K
CCM
613
Cullen Capital Management
New York
$688K
WT
614
Whittier Trust
California
$680K +$25.6K +79 +4%
LTI
615
Laffer Tengler Investments
Tennessee
$679K +$19.8K +61 +3%
WP
616
WealthPLAN Partners
Nebraska
$672K
CAM
617
Campion Asset Management
Virginia
$669K -$34.4K -106 -5%
LFG
618
Larson Financial Group
Missouri
$666K +$579K +1,783 +3,715%
VAS
619
Vestmark Advisory Solutions
Massachusetts
$659K
BB
620
Burford Brothers
Texas
$651K -$21.8K -67 -4%
OIA
621
OneDigital Investment Advisors
Kansas
$644K +$37.3K +115 +7%
FMWA
622
Forvis Mazars Wealth Advisors
Missouri
$633K -$974 -3 -0.2%
BRWA
623
B. Riley Wealth Advisors
Florida
$632K -$159K -489 -22%
GT
624
Greenleaf Trust
Michigan
$632K +$2.27K +7 +0.4%
JCM
625
Jacobi Capital Management
Pennsylvania
$631K +$5.52K +17 +1%

PSA Hedge Fund Activity: Q3 2024 in Review

1,127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2024, worth a combined $51.6B — up 30% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new PSA positions and 72 closed out — a net gain of 75 holders — while 423 added to existing stakes and 392 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $644M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $218M.

  • 1,127 institutional investors held Public Storage (PSA) as of Q3 2024, up from 1,063 in Q2 2024.
  • Funds reported $51.6B of Public Storage stock for Q3 2024, up 30% quarter-over-quarter.
  • 147 funds opened new Public Storage positions in Q3 2024 and 72 closed out, a net change of +75 holders.
  • The largest Public Storage buyer in Q3 2024 was Cohen & Steers, an estimated $644M added.
  • The largest Public Storage seller in Q3 2024 was CBRE Investment Management Listed Real Assets, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2024.