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Public Storage

1,128 hedge funds and large institutions have $42.8B invested in Public Storage in 2024 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 410 increasing their positions, 402 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $67.5M

19% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 122

2% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 402

0% more funds holding

Funds holding: 1,1271,128 (+1)

0.22% less ownership

Funds ownership: 81.08%80.85% (-0.22%)

17% less capital invested

Capital invested by funds: $51.6B → $42.8B (-$8.75B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
1,128
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
14.86%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.21%
New
145
Increased
410
Reduced
402
Closed
122
Calls
$82.1M
Puts
$67.5M
Net Calls
+$14.6M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
701
Baker Tilly Wealth Management
Wisconsin
$422K -$7.96K -24 -2%
SAI
702
Savvy Advisors Inc
New York
$418K +$463K +1,396 New
SIG
703
Stonegate Investment Group
Alabama
$416K -$23.2K -70 -5%
AWA
704
Arkadios Wealth Advisors
Georgia
$415K -$7.96K -24 -2%
BFG
705
Bleakley Financial Group
New Jersey
$414K -$2.99K -9 -0.6%
KFA
706
Krane Funds Advisors
New York
$413K -$48.1K -145 -10%
PA
707
PFG Advisors
Arizona
$410K -$4.98K -15 -1%
AIS
708
American Investment Services
Massachusetts
$410K
HIP
709
HUB Investment Partners
Texas
$409K +$16.6K +50 +4%
NRD
710
Nebula Research & Development
New York
$407K +$104K +313 +30%
HAG
711
HighPoint Advisor Group
Illinois
$406K +$21.2K +64 +5%
SFB
712
STAR Financial Bank
Indiana
$405K -$111K -335 -20%
LAIC
713
Lederer & Associates Investment Counsel
California
$405K -$16.9K -51 -4%
MIM
714
Morningstar Investment Management
Illinois
$405K
BP
715
BBR Partners
New York
$403K +$447K +1,346 New
AIA
716
AssuredPartners Investment Advisors
Florida
$398K +$441K +1,329 New
IAA
717
Independent Advisor Alliance
North Carolina
$396K +$21.2K +64 +5%
TCBWMS
718
Texas Capital Bank Wealth Management Services
Texas
$396K +$996 +3 +0.2%
MWM
719
Meridian Wealth Management
Kentucky
$395K +$438K +1,320 New
BO
720
Bank OZK
Arkansas
$392K
LWAM
721
Legacy Wealth Asset Management
Minnesota
$391K -$5.97K -18 -1%
BWA
722
Blodgett Wealth Advisors
California
$389K
EFS
723
Essex Financial Services
Connecticut
$386K -$12.6K -38 -3%
BCWM
724
Bartlett & Co Wealth Management
Ohio
$385K
CIA
725
Concurrent Investment Advisors
Florida
$384K -$1.27M -3,823 -75%

PSA Hedge Fund Activity: Q4 2024 in Review

1,128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2024, worth a combined $42.8B — down 17% from $51.6B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new PSA positions and 122 closed out — a net gain of 23 holders — while 410 added to existing stakes and 402 trimmed.

The largest buyer was Northern Trust, adding an estimated $249M. The largest seller was JP Morgan Chase, cutting an estimated $447M.

  • 1,128 institutional investors held Public Storage (PSA) as of Q4 2024, up from 1,127 in Q3 2024.
  • Funds reported $42.8B of Public Storage stock for Q4 2024, down 17% quarter-over-quarter.
  • 145 funds opened new Public Storage positions in Q4 2024 and 122 closed out, a net change of +23 holders.
  • The largest Public Storage buyer in Q4 2024 was Northern Trust, an estimated $249M added.
  • The largest Public Storage seller in Q4 2024 was JP Morgan Chase, an estimated $447M sold.

Based on aggregated 13F filings for Q4 2024.