We are live on ! Find out more
PSA icon

Public Storage

1,063 hedge funds and large institutions have $39.7B invested in Public Storage in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 445 increasing their positions, 365 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 365

13% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 82

0% less funds holding

Funds holding: 1,0651,063 (-2)

2% less capital invested

Capital invested by funds: $40.7B → $39.7B (-$1B)

1.54% less ownership

Funds ownership: 80.11%78.57% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

49% less call options, than puts

Call options by funds: $68.3M | Put options by funds: $133M

Holders
1,063
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
15.35%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
93
Increased
445
Reduced
365
Closed
82
Calls
$68.3M
Puts
$133M
Net Calls
-$65M
Net Calls Change
+$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
626
Exchange Traded Concepts
Oklahoma
$537K -$11K -40 -2%
BB
627
Burford Brothers
Texas
$534K +$62.3K +226 +14%
WP
628
WealthPLAN Partners
Nebraska
$532K -$1.38K -5 -0.3%
BWM
629
Biltmore Wealth Management
Arizona
$531K -$33.4K -121 -6%
TC
630
Trust Company
Kansas
$527K +$193K +700 +62%
VAS
631
Vestmark Advisory Solutions
Massachusetts
$521K -$16.8K -61 -3%
LTI
632
Laffer Tengler Investments
Tennessee
$519K -$1.37M -4,959 -73%
WT
633
Whittier Trust
California
$515K -$57.1K -207 -10%
SBF
634
Sara-Bay Financial
Florida
$509K +$3.86K +14 +0.8%
TSS
635
Two Sigma Securities
New York
$505K +$484K +1,755 New
HPG
636
Harvest Portfolios Group
Ontario, Canada
$504K +$45.5K +165 +10%
FMWA
637
Forvis Mazars Wealth Advisors
Missouri
$501K +$481K +1,743 New
GT
638
Greenleaf Trust
Michigan
$497K -$552 -2 -0.1%
SAM
639
Summit Asset Management
Tennessee
$495K
JCM
640
Jacobi Capital Management
Pennsylvania
$494K -$6.62K -24 -1%
PA
641
PFG Advisors
Arizona
$493K +$48.8K +177 +12%
HAG
642
HighPoint Advisor Group
Illinois
$492K +$56K +203 +14%
GWMIA
643
Global Wealth Management Investment Advisory
Florida
$492K +$27.3K +99 +6%
CCM
644
Coldstream Capital Management
Washington
$490K +$33.4K +121 +8%
WC
645
Winmill & Co
New York
$489K
CAS
646
CTC Alternative Strategies
Illinois
$489K +$469K +1,700 New
PPW
647
Pasadena Private Wealth
California
$488K -$29.5K -107 -6%
WB
648
WesBanco Bank
West Virginia
$485K +$465K +1,687 New
PCIA
649
Prime Capital Investment Advisors
Kansas
$484K +$7.72K +28 +2%
DA
650
Doliver Advisors
Texas
$484K +$9.65K +35 +2%

PSA Hedge Fund Activity: Q2 2024 in Review

1,063 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2024, worth a combined $39.7B — down 2.5% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new PSA positions and 82 closed out — a net gain of 11 holders — while 445 added to existing stakes and 365 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was UBS AM, cutting an estimated $328M.

  • 1,063 institutional investors held Public Storage (PSA) as of Q2 2024, down from 1,065 in Q1 2024.
  • Funds reported $39.7B of Public Storage stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 93 funds opened new Public Storage positions in Q2 2024 and 82 closed out, a net change of +11 holders.
  • The largest Public Storage buyer in Q2 2024 was Fidelity Investments, an estimated $148M added.
  • The largest Public Storage seller in Q2 2024 was UBS AM, an estimated $328M sold.

Based on aggregated 13F filings for Q2 2024.