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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
CWM
651
Chesapeake Wealth Management
Virginia
$560K +$10.7K +33 +2%
P
652
&Partners
Tennessee
$559K +$499K +1,537 New
NGA
653
Naples Global Advisors
Florida
$558K +$8.12K +25 +2%
GI
654
GAMMA Investing
California
$557K +$138K +425 +38%
CTA
655
Chesley Taft & Associates
Illinois
$557K -$3.25K -10 -0.6%
EB
656
Eastern Bank
Massachusetts
$557K +$497K +1,530 New
KFA
657
Krane Funds Advisors
New York
$555K -$8.77K -27 -2%
LOIP
658
Live Oak Investment Partners
Texas
$552K
S
659
SignatureFD
Georgia
$552K +$26.6K +82 +6%
STA
660
Summit Trail Advisors
New York
$552K +$56.2K +173 +13%
MBTD
661
Mechanics Bank - Trust Department
California
$547K
AA
662
Advisory Alpha
Michigan
$546K +$67.5K +208 +16%
CA
663
Cornerstone Advisory
Maryland
$544K +$4.87K +15 +1%
EHC
664
Everett Harris & Co
California
$543K +$32.5K +100 +7%
MOS
665
MGO One Seven
Ohio
$536K +$27.6K +85 +6%
IWA
666
IVC Wealth Advisors
Pennsylvania
$532K -$1.3K -4 -0.3%
HBT
667
Heartland Bank & Trust
Illinois
$531K -$16.6K -51 -3%
SIG
668
Stonegate Investment Group
Alabama
$531K
MLRA
669
Main Line Retirement Advisors
Montana
$530K +$3.9K +12 +0.8%
WCM
670
Whitener Capital Management
North Carolina
$523K +$47.7K +147 +11%
BTWM
671
Baker Tilly Wealth Management
Wisconsin
$521K +$89.9K +277 +24%
EH
672
Equitable Holdings
New York
$520K +$21.8K +67 +5%
BCM
673
Brookstone Capital Management
Illinois
$516K +$23.4K +72 +5%
MCP
674
Mirador Capital Partners
California
$515K -$6.17K -19 -1%
BWS
675
Buck Wealth Strategies
Colorado
$514K -$252K -777 -35%

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.