We are live on ! Find out more
PSA icon

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
STA
776
Summit Trail Advisors
New York
$281K -$100K -377 -29%
WOC
777
West Oak Capital
California
$281K -$25.2K -95 -9%
Wolverine Trading
778
Wolverine Trading
Illinois
$276K -$1.33M -4,994 -85%
HGERS
779
Householder Group Estate & Retirement Specialist
Arizona
$274K -$7.7K -29 -3%
FMLI
780
Fukoku Mutual Life Insurance
Japan
$274K
QCG
781
Quadrant Capital Group
Ohio
$272K -$70.8K -267 -23%
GIA
782
Gladstone Institutional Advisory
Florida
$271K +$7.43K +28 +3%
VBCG
783
Valley Brook Capital Group
Pennsylvania
$270K +$1.56M +5,875 New
CB
784
Cadence Bank
Mississippi
$269K
BC
785
Burney Company
Virginia
$267K +$232K +876 New
WCM
786
Windham Capital Management
Massachusetts
$267K +$2.12K +8 +0.9%
CC
787
Commons Capital
Massachusetts
$265K +$1.33K +5 +0.6%
LWL
788
Leo Wealth LLC
Texas
$264K +$231K +871 New
RIA
789
Richwood Investment Advisors
Ohio
$262K -$13.3K -50 -6%
CIS
790
Custom Index Systems
New York
$257K +$224K +844 New
WA
791
Wealth Alliance
New York
$256K -$1.59K -6 -0.7%
TCOV
792
Trust Company of Vermont
Vermont
$252K -$75.4K -284 -26%
SIM
793
Sentry Investment Management
Wisconsin
$252K -$23.6K -89 -10%
T
794
TNF
Montana
$252K
SWM
795
Schwallier Wealth Management
Michigan
$252K +$219K +825 New
JAG
796
Journey Advisory Group
Kentucky
$250K -$245K -922 -53%
AAS
797
Ameritas Advisory Services
Nebraska
$250K -$2.39K -9 -1%
GGI
798
Godsey & Gibb Inc
Virginia
$248K
BAM
799
Byrne Asset Management
New Jersey
$246K
Fisher Asset Management
800
Fisher Asset Management
Washington
$246K -$7.16K -27 -3%

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.