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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
WPC
676
White Pine Capital
Minnesota
$432K +$9.65K +35 +2%
LOIP
677
Live Oak Investment Partners
Texas
$431K
LMGAM
678
Liberty Mutual Group Asset Management
Massachusetts
$426K -$2.13M -7,712 -84%
CA
679
Cornerstone Advisory
Maryland
$426K +$5.79K +21 +1%
M
680
MOTCO
Texas
$425K +$72K +261 +21%
IWA
681
IVC Wealth Advisors
Pennsylvania
$421K +$41.9K +152 +12%
SIG
682
Stonegate Investment Group
Alabama
$420K -$40.8K -148 -9%
BCM
683
Brookstone Capital Management
Illinois
$417K +$33.9K +123 +10%
MLRA
684
Main Line Retirement Advisors
Montana
$415K +$4.14K +15 +1%
EFS
685
Essex Financial Services
Connecticut
$413K +$77.2K +280 +27%
S
686
SignatureFD
Georgia
$413K +$48.3K +175 +14%
MCP
687
Mirador Capital Partners
California
$413K +$276 +1 +0.1%
WWS
688
Wellington Wealth Strategies
Indiana
$411K +$394K +1,427 New
CTC
689
Central Trust Company
Missouri
$405K
LAIC
690
Lederer & Associates Investment Counsel
California
$404K
EHC
691
Everett Harris & Co
California
$400K
MOS
692
MGO One Seven
Ohio
$399K -$43.3K -157 -10%
AIS
693
American Investment Services
Massachusetts
$394K -$116K -421 -24%
QWP
694
Quotient Wealth Partners
Texas
$394K +$151K +548 +67%
EH
695
Equitable Holdings
New York
$392K -$10.5K -38 -3%
STA
696
Summit Trail Advisors
New York
$386K +$63.4K +230 +21%
BCWM
697
Bartlett & Co Wealth Management
Ohio
$384K
AWM
698
Apollon Wealth Management
South Carolina
$384K +$20.4K +74 +6%
MIM
699
Morningstar Investment Management
Illinois
$382K
FTWA
700
Fifth Third Wealth Advisors
Ohio
$381K +$366K +1,326 New

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.