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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
SBF
626
Sara-Bay Financial
Florida
$630K -$12K -37 -2%
BWM
627
Biltmore Wealth Management
Arizona
$628K -$39K -120 -7%
SAM
628
Summit Asset Management
Tennessee
$626K
SF
629
Summit Financial
New Jersey
$622K +$39.3K +121 +8%
AWM
630
Axxcess Wealth Management
California
$622K +$225K +693 +68%
WC
631
Winmill & Co
New York
$619K
SIA
632
Schechter Investment Advisors
Michigan
$617K +$21.4K +66 +4%
TPCW
633
TD Private Client Wealth
New York
$617K +$12.7K +39 +2%
SFB
634
STAR Financial Bank
Indiana
$614K -$84.4K -260 -13%
AWM
635
Apollon Wealth Management
South Carolina
$614K +$115K +354 +27%
SFM
636
Signet Financial Management
New Jersey
$614K -$64.3K -198 -11%
WB
637
WesBanco Bank
West Virginia
$610K -$3.25K -10 -0.6%
LWM
638
Liberty Wealth Management
California
$608K -$1.48M -4,555 -73%
CIC
639
Carnegie Investment Counsel
Ohio
$607K +$6.49K +20 +1%
BFG
640
Berger Financial Group
Minnesota
$597K -$10.1K -31 -2%
PPW
641
Pasadena Private Wealth
California
$596K -$19.5K -60 -4%
CI
642
Cigna Investments
Connecticut
$596K
TPA
643
Trivium Point Advisory
Connecticut
$590K -$60.7K -187 -10%
KWA
644
Kingswood Wealth Advisors
California
$586K -$153K -471 -22%
MUAMU
645
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$582K +$519K +1,600 New
AIP
646
Ameritas Investment Partners
Nebraska
$580K -$22.4K -69 -4%
BFC
647
Blue Fin Capital
Rhode Island
$580K
WPC
648
White Pine Capital
Minnesota
$576K +$26.3K +81 +5%
GFP
649
Gryphon Financial Partners
Ohio
$574K +$649 +2 +0.1%
SCM
650
Sterling Capital Management
North Carolina
$563K +$503K +1,548 New

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.