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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
RWP
751
Ridgecrest Wealth Partners
California
$315K
CAC
752
Certified Advisory Corp
Florida
$314K +$287 +1 +0.1%
CIA
753
Choate Investment Advisors
Massachusetts
$313K +$310K +1,080 New
SFG
754
Sovereign Financial Group
Connecticut
$312K +$33.8K +118 +12%
SFI
755
SPC Financial Inc
Maryland
$311K +$7.17K +25 +2%
LFAS
756
Level Four Advisory Services
Texas
$310K
MWM
757
Mission Wealth Management
California
$309K +$24.4K +85 +9%
TNA
758
True North Advisors
Texas
$308K +$38.7K +135 +15%
ACP
759
Aveo Capital Partners
Colorado
$307K +$4.01K +14 +1%
BTWM
760
Baker Tilly Wealth Management
Wisconsin
$307K +$2.29K +8 +0.8%
MMG
761
Monetary Management Group
Missouri
$305K
ADMI
762
Albert D. Mason Inc
Massachusetts
$304K -$19.2K -67 -6%
SXL
763
Summit X LLC
Missouri
$304K -$1.15K -4 -0.4%
SG
764
Sharper & Granite
California
$303K -$1.43K -5 -0.5%
ASC
765
Atalanta Sosnoff Capital
New York
$303K +$299K +1,044 New
BIG
766
Brooklyn Investment Group
New York
$302K
EFS
767
Essex Financial Services
Connecticut
$301K -$1.43K -5 -0.5%
Jones Financial Companies
768
Jones Financial Companies
Missouri
$300K +$132K +462 +80%
BFA
769
Bill Few Associates
Pennsylvania
$300K
JPWM
770
Jamison Private Wealth Management
Georgia
$299K -$22.4K -78 -7%
S
771
SimplyRich
California
$298K +$6.59K +23 +2%
AIC
772
Archer Investment Corporation
Indiana
$298K -$43K -150 -13%
EWM
773
Empirical Wealth Management
Washington
$297K -$12.3K -43 -4%
CIBC Private Wealth Group
774
CIBC Private Wealth Group
Georgia
$296K +$14.6K +51 +5%
WA
775
WESPAC Advisors
California
$295K

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.