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Public Storage

1,063 hedge funds and large institutions have $39.7B invested in Public Storage in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 445 increasing their positions, 365 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 365

13% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 82

0% less funds holding

Funds holding: 1,0651,063 (-2)

2% less capital invested

Capital invested by funds: $40.7B → $39.7B (-$1B)

1.54% less ownership

Funds ownership: 80.11%78.57% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

49% less call options, than puts

Call options by funds: $68.3M | Put options by funds: $133M

Holders
1,063
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
15.35%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
93
Increased
445
Reduced
365
Closed
82
Calls
$68.3M
Puts
$133M
Net Calls
-$65M
Net Calls Change
+$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
IF
751
Intrua Financial
Texas
$301K -$36.1K -131 -11%
JPWM
752
Jamison Private Wealth Management
Georgia
$298K +$1.1K +4 +0.4%
BFA
753
Bill Few Associates
Pennsylvania
$297K
KA
754
Kovack Advisors
Florida
$296K -$109K -396 -28%
AIC
755
Archer Investment Corporation
Indiana
$295K
SCTC
756
Sanibel Captiva Trust Company
Florida
$295K -$22.3K -81 -7%
AF
757
Advisornet Financial
Minnesota
$294K -$32.5K -118 -10%
SG
758
Sharper & Granite
California
$293K -$15.4K -56 -5%
BDFN
759
Bond & Devick Financial Network
Minnesota
$292K +$1.38K +5 +0.5%
AWM
760
Axxcess Wealth Management
California
$292K -$247K -897 -47%
TPWA
761
TRUE Private Wealth Advisors
Oregon
$289K +$4.69K +17 +2%
ASC
762
Atalanta Sosnoff Capital
New York
$289K -$11K -40 -4%
HL
763
HeadInvest LLC
Maine
$288K
S
764
SimplyRich
California
$288K -$6.34K -23 -2%
CIBC Private Wealth Group
765
CIBC Private Wealth Group
Georgia
$288K -$11.9K -43 -4%
EWA
766
Etesian Wealth Advisors
Oregon
$288K
DWT
767
Dorsey & Whitney Trust
South Dakota
$287K +$2.48K +9 +0.9%
P
768
Pitcairn
Pennsylvania
$282K +$30.9K +112 +13%
PPWP
769
Premier Path Wealth Partners
New Jersey
$281K +$77.5K +281 +40%
PCP
770
Proficio Capital Partners
Massachusetts
$279K -$1.34M -4,845 -83%
CFS
771
Commonwealth Financial Services
West Virginia
$278K +$4.96K +18 +2%
SCM
772
Shelton Capital Management
Colorado
$277K
CC
773
Commons Capital
Massachusetts
$277K +$24.5K +89 +10%
IAG
774
Investmark Advisory Group
Connecticut
$274K +$1.1K +4 +0.4%
WOC
775
West Oak Capital
California
$274K

PSA Hedge Fund Activity: Q2 2024 in Review

1,063 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2024, worth a combined $39.7B — down 2.5% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new PSA positions and 82 closed out — a net gain of 11 holders — while 445 added to existing stakes and 365 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was UBS AM, cutting an estimated $328M.

  • 1,063 institutional investors held Public Storage (PSA) as of Q2 2024, down from 1,065 in Q1 2024.
  • Funds reported $39.7B of Public Storage stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 93 funds opened new Public Storage positions in Q2 2024 and 82 closed out, a net change of +11 holders.
  • The largest Public Storage buyer in Q2 2024 was Fidelity Investments, an estimated $148M added.
  • The largest Public Storage seller in Q2 2024 was UBS AM, an estimated $328M sold.

Based on aggregated 13F filings for Q2 2024.