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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
WPP
726
Whalerock Point Partners
Rhode Island
$337K
AT
727
American Trust
Kentucky
$336K +$292K +1,100 New
VSQM
728
V-Square Quantitative Management
Illinois
$335K
MOS
729
MGO One Seven
Ohio
$334K -$33.7K -127 -10%
MG
730
Mather Group
Illinois
$333K -$357K -1,344 -55%
WCG
731
Weaver Consulting Group
California
$333K
RWP
732
Ridgecrest Wealth Partners
California
$331K
SCTC
733
Sanibel Captiva Trust Company
Florida
$331K +$288K +1,086 New
SF
734
Summit Financial
New Jersey
$331K -$19.1K -72 -6%
CAC
735
Certified Advisory Corp
Florida
$330K +$2.39K +9 +0.8%
SG
736
Sharper & Granite
California
$329K -$1.33K -5 -0.5%
PCFFS
737
Pacific Center for Financial Services
California
$326K +$29.7K +112 +12%
EWM
738
Empirical Wealth Management
Washington
$325K -$7.96K -30 -3%
DWT
739
Dorsey & Whitney Trust
South Dakota
$322K +$280K +1,056 New
BIG
740
Brooklyn Investment Group
New York
$321K +$279K +1,053 New
MMG
741
Monetary Management Group
Missouri
$320K
SXL
742
Summit X LLC
Missouri
$320K +$265 +1 +0.1%
BTWM
743
Baker Tilly Wealth Management
Wisconsin
$320K -$9.29K -35 -3%
SFI
744
SPC Financial Inc
Maryland
$319K -$92.9K -350 -25%
EFS
745
Essex Financial Services
Connecticut
$319K -$2.92K -11 -1%
BFA
746
Bill Few Associates
Pennsylvania
$315K
TCBWMS
747
Texas Capital Bank Wealth Management Services
Texas
$310K -$277K -1,045 -51%
TA
748
TKG Advisors
Indiana
$310K -$263K -991 -49%
LFAS
749
Level Four Advisory Services
Texas
$310K +$6.37K +24 +2%
WA
750
WESPAC Advisors
California
$310K

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.