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Public Storage

1,057 hedge funds and large institutions have $42.7B invested in Public Storage in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 394 increasing their positions, 366 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 71

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

15% more capital invested

Capital invested by funds: $37.3B → $42.7B (+$5.42B)

8% more funds holding

Funds holding: 9781,057 (+79)

9% more call options, than puts

Call options by funds: $164M | Put options by funds: $150M

8% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 366

0.95% less ownership

Funds ownership: 80.67%79.73% (-0.95%)

Holders
1,057
Holders Change
+79
Holders Change %
+8.08%
% of All Funds
15.41%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
163
Increased
394
Reduced
366
Closed
71
Calls
$164M
Puts
$150M
Net Calls
+$14.1M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
651
Foundations Investment Advisors
Arizona
$468K +$17.5K +66 +4%
NP
652
NorthRock Partners
Minnesota
$463K +$403K +1,520 New
HBT
653
Heartland Bank & Trust
Illinois
$459K -$21.5K -81 -5%
WR
654
WD Rutherford
Oregon
$458K +$7.7K +29 +2%
QI
655
Qtron Investments
Massachusetts
$457K +$186K +700 +88%
CWM
656
Chesapeake Wealth Management
Virginia
$454K +$23.9K +90 +6%
IA
657
IFP Advisors
Florida
$452K +$42.5K +160 +12%
WHCI
658
W.H. Cornerstone Investments
Massachusetts
$451K -$681K -2,568 -63%
BJL
659
Brighton Jones LLC
Washington
$444K -$5.04K -19 -1%
WPC
660
White Pine Capital
Minnesota
$440K -$42.5K -160 -10%
DA
661
Doliver Advisors
Texas
$439K +$43K +162 +13%
FIM
662
Freedom Investment Management
Connecticut
$437K +$381K +1,434 New
MCP
663
Mirador Capital Partners
California
$434K +$265 +1 +0.1%
MLRA
664
Main Line Retirement Advisors
Montana
$431K +$375K +1,414 New
BHCM
665
Brevan Howard Capital Management
Jersey
$431K +$375K +1,413 New
PI
666
Putnam Investments
Massachusetts
$430K -$2.64M -9,956 -88%
CTC
667
Central Trust Company
Missouri
$429K -$19.9K -75 -5%
HWM
668
HB Wealth Management
Georgia
$429K +$373K +1,405 New
AWM
669
Apollon Wealth Management
South Carolina
$427K +$53.6K +202 +17%
EH
670
Equitable Holdings
New York
$427K +$62.4K +235 +20%
BAM
671
Belpointe Asset Management
Nevada
$426K -$36.9K -139 -9%
LOIP
672
Live Oak Investment Partners
Texas
$426K
KA
673
Kovack Advisors
Florida
$425K +$29.5K +111 +9%
EHC
674
Everett Harris & Co
California
$425K
BB
675
Burford Brothers
Texas
$421K +$367K +1,382 New

PSA Hedge Fund Activity: Q4 2023 in Review

1,057 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2023, worth a combined $42.7B — up 15% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PSA positions and 71 closed out — a net gain of 92 holders — while 394 added to existing stakes and 366 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $428M. The largest seller was Capital International Investors, cutting an estimated $1.29B.

  • 1,057 institutional investors held Public Storage (PSA) as of Q4 2023, up from 978 in Q3 2023.
  • Funds reported $42.7B of Public Storage stock for Q4 2023, up 15% quarter-over-quarter.
  • 163 funds opened new Public Storage positions in Q4 2023 and 71 closed out, a net change of +92 holders.
  • The largest Public Storage buyer in Q4 2023 was Morgan Stanley, an estimated $428M added.
  • The largest Public Storage seller in Q4 2023 was Capital International Investors, an estimated $1.29B sold.

Based on aggregated 13F filings for Q4 2023.