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Public Storage

1,065 hedge funds and large institutions have $40.7B invested in Public Storage in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 460 increasing their positions, 332 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 332

24% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 82

1% more funds holding

Funds holding: 1,0571,065 (+8)

0.38% more ownership

Funds ownership: 79.73%80.11% (+0.38%)

5% less capital invested

Capital invested by funds: $42.7B → $40.7B (-$2.06B)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

49% less call options, than puts

Call options by funds: $78.5M | Put options by funds: $153M

Holders
1,065
Holders Change
+8
Holders Change %
+0.76%
% of All Funds
15.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
102
Increased
460
Reduced
332
Closed
82
Calls
$78.5M
Puts
$153M
Net Calls
-$74.7M
Net Calls Change
-$88.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
701
Morningstar Investment Management
Illinois
$385K
MYIA
702
Mount Yale Investment Advisors
Colorado
$384K -$13.8K -48 -3%
IWA
703
IVC Wealth Advisors
Pennsylvania
$381K +$46.1K +161 +14%
WPC
704
White Pine Capital
Minnesota
$381K +$6.59K +23 +2%
BO
705
Bank OZK
Arkansas
$380K
BWA
706
Blodgett Wealth Advisors
California
$377K
WCM
707
Whitener Capital Management
North Carolina
$372K +$22.4K +78 +6%
BAM
708
Belpointe Asset Management
Nevada
$368K -$37K -129 -9%
Nomura Holdings
709
Nomura Holdings
Japan
$366K -$7.69M -26,828 -96%
S
710
SignatureFD
Georgia
$365K +$26.7K +93 +8%
AWM
711
Apollon Wealth Management
South Carolina
$365K -$40.1K -140 -10%
TL
712
Tradewinds LLC
North Carolina
$365K +$343K +1,196 New
MAM
713
Meeder Asset Management
Ohio
$361K +$13.2K +46 +4%
WHCI
714
W.H. Cornerstone Investments
Massachusetts
$359K -$69.7K -243 -16%
LWAM
715
Legacy Wealth Asset Management
Minnesota
$357K +$12K +42 +4%
BFG
716
Bleakley Financial Group
New Jersey
$357K +$16.3K +57 +5%
AHC
717
Adell Harriman & Carpenter
Texas
$356K
SW
718
Simplicity Wealth
New Jersey
$355K +$351K +1,225 New
RA
719
Rise Advisors
New York
$355K +$309K +1,078 +738%
BCM
720
Brookstone Capital Management
Illinois
$354K +$11.5K +40 +3%
M
721
MOTCO
Texas
$353K +$10.3K +36 +3%
GCM
722
Graham Capital Management
Connecticut
$351K -$17.6M -61,355 -98%
ATC
723
Argent Trust Co
Tennessee
$350K +$8.6K +30 +3%
OA
724
Oxbow Advisors
Texas
$347K +$67.1K +234 +24%
SF
725
Summit Financial
New Jersey
$347K +$31.8K +111 +10%

PSA Hedge Fund Activity: Q1 2024 in Review

1,065 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2024, worth a combined $40.7B — down 4.8% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PSA positions and 82 closed out — a net gain of 20 holders — while 460 added to existing stakes and 332 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $328M. The largest seller was Morgan Stanley, cutting an estimated $399M.

  • 1,065 institutional investors held Public Storage (PSA) as of Q1 2024, up from 1,057 in Q4 2023.
  • Funds reported $40.7B of Public Storage stock for Q1 2024, down 4.8% quarter-over-quarter.
  • 102 funds opened new Public Storage positions in Q1 2024 and 82 closed out, a net change of +20 holders.
  • The largest Public Storage buyer in Q1 2024 was Cohen & Steers, an estimated $328M added.
  • The largest Public Storage seller in Q1 2024 was Morgan Stanley, an estimated $399M sold.

Based on aggregated 13F filings for Q1 2024.