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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
HPG
751
Harvest Portfolios Group
Ontario, Canada
$309K +$269K +1,012 New
IWM
752
IHT Wealth Management
Illinois
$308K -$97.4K -367 -27%
EWA
753
Etesian Wealth Advisors
Oregon
$308K
S
754
SimplyRich
California
$306K +$2.12K +8 +0.8%
HL
755
HeadInvest LLC
Maine
$306K
WANY
756
Wealthspire Advisors (New York)
New York
$305K +$265K +1,000 New
DZ Bank
757
DZ Bank
Germany
$305K
RC
758
RBF Capital
California
$305K
CA
759
CoreCap Advisors
Michigan
$305K +$265K +1,000 New
GSC
760
G&S Capital
Colorado
$302K -$272K -1,025 -51%
TPWA
761
TRUE Private Wealth Advisors
Oregon
$302K
FCMT
762
Founders Capital Management (Texas)
Texas
$301K
CIBC Private Wealth Group
763
CIBC Private Wealth Group
Georgia
$300K -$19.6K -74 -7%
MWM
764
Mission Wealth Management
California
$299K +$29.7K +112 +13%
DG
765
DMC Group
Alabama
$294K -$44K -166 -15%
SCM
766
Shelton Capital Management
Colorado
$294K
WS
767
Wedbush Securities
California
$294K +$15.1K +57 +6%
FFA
768
Farther Finance Advisors
California
$294K +$45.9K +173 +22%
OA
769
Oxbow Advisors
Texas
$294K +$1.06K +4 +0.4%
SFG
770
Sovereign Financial Group
Connecticut
$292K +$796 +3 +0.3%
CG
771
Caprock Group
Idaho
$288K +$2.92K +11 +1%
IAG
772
Investmark Advisory Group
Connecticut
$288K +$33.2K +125 +15%
CFS
773
Commonwealth Financial Services
West Virginia
$286K +$249K +938 New
AG
774
Ascent Group
Virginia
$282K -$16.2K -61 -6%
TNA
775
True North Advisors
Texas
$282K +$2.65K +10 +1%

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.