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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
DWM
676
Dakota Wealth Management
Florida
$421K -$524K -1,976 -59%
MYIA
677
Mount Yale Investment Advisors
Colorado
$419K -$6.9K -26 -2%
LAIC
678
Lederer & Associates Investment Counsel
California
$418K -$11.7K -44 -3%
MBTD
679
Mechanics Bank - Trust Department
California
$417K -$3.98K -15 -1%
HIP
680
HUB Investment Partners
Texas
$417K +$363K +1,368 New
BCWM
681
Bartlett & Co Wealth Management
Ohio
$411K -$146K -550 -29%
BDFN
682
Bond & Devick Financial Network
Minnesota
$411K +$27.6K +104 +8%
BC
683
Bartlett & Co
Ohio
$411K -$146K -550 -29%
MIM
684
Morningstar Investment Management
Illinois
$405K +$6.63K +25 +2%
MC
685
Moors & Cabot
Massachusetts
$404K +$7.16K +27 +2%
NGA
686
Naples Global Advisors
Florida
$400K +$123K +464 +55%
BO
687
Bank OZK
Arkansas
$400K
SIA
688
Schechter Investment Advisors
Michigan
$399K +$41.9K +158 +14%
BWA
689
Blodgett Wealth Advisors
California
$397K
CA
690
Cresta Advisors
Texas
$397K +$79.6K +300 +30%
LCM
691
Landscape Capital Management
New Jersey
$391K -$457K -1,721 -57%
DGAM
692
Desjardins Global Asset Management
Quebec, Canada
$375K -$1.5M -5,655 -82%
AHC
693
Adell Harriman & Carpenter
Texas
$375K +$79.6K +300 +32%
WCM
694
Whitener Capital Management
North Carolina
$368K +$99.8K +376 +45%
MAM
695
Meeder Asset Management
Ohio
$365K -$16.5K -62 -5%
WWS
696
Wellington Wealth Strategies
Indiana
$365K +$317K +1,196 New
PIM
697
Plato Investment Management
Australia
$364K +$317K +1,193 New
LWAM
698
Legacy Wealth Asset Management
Minnesota
$363K -$5.84K -22 -2%
AWM
699
Axxcess Wealth Management
California
$361K +$102K +383 +48%
BCM
700
Brookstone Capital Management
Illinois
$361K +$79.9K +301 +34%

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.