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Public Storage

1,127 hedge funds and large institutions have $51.6B invested in Public Storage in 2024 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 423 increasing their positions, 392 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 72

64% more funds holding in top 10

Funds holding in top 10: 1423 (+9)

30% more capital invested

Capital invested by funds: $39.7B → $51.6B (+$11.9B)

6% more funds holding

Funds holding: 1,0631,127 (+64)

2.51% more ownership

Funds ownership: 78.57%81.08% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 392

17% less call options, than puts

Call options by funds: $79.9M | Put options by funds: $96.6M

Holders
1,127
Holders Change
+64
Holders Change %
+6.02%
% of All Funds
16.18%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.33%
New
147
Increased
423
Reduced
392
Closed
72
Calls
$79.9M
Puts
$96.6M
Net Calls
-$16.6M
Net Calls Change
+$48.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
776
Trust Company of Vermont
Vermont
$335K
SS
777
Sunbelt Securities
Texas
$334K +$88.6K +273 +42%
RMCM
778
Reynders McVeigh Capital Management
Massachusetts
$334K +$40.6K +125 +16%
LC
779
Lindbrook Capital
California
$334K +$14.6K +45 +5%
CFS
780
Commonwealth Financial Services
West Virginia
$331K -$11.7K -36 -4%
ECM
781
Evergreen Capital Management
Washington
$331K +$61K +188 +26%
TA
782
TKG Advisors
Indiana
$330K -$10.4K -32 -3%
SCM
783
Shelton Capital Management
Colorado
$330K -$18.8K -58 -6%
IF
784
Intrua Financial
Texas
$329K -$45.5K -140 -13%
FMLI
785
Fukoku Mutual Life Insurance
Japan
$327K
CB
786
Cadence Bank
Mississippi
$321K
FA
787
Fermata Advisors
California
$321K +$48K +148 +20%
LSAG
788
Lake Street Advisors Group
New Hampshire
$315K +$4.87K +15 +2%
APP
789
Avantax Planning Partners
Iowa
$314K -$974 -3 -0.3%
IAG
790
Investment Advisory Group
Massachusetts
$311K
DM
791
Deerfield Management
New York
$311K +$278K +856 New
FCMT
792
Founders Capital Management (Texas)
Texas
$309K
SWM
793
Schwallier Wealth Management
Michigan
$309K +$2.27K +7 +0.8%
AAS
794
Ameritas Advisory Services
Nebraska
$303K +$1.62K +5 +0.6%
SAM
795
S.A. Mason
Michigan
$300K +$9.74K +30 +4%
IAS
796
Insigneo Advisory Services
Florida
$299K +$14.9K +46 +6%
AFG
797
Atomi Financial Group
New York
$299K +$267K +821 New
DFCM
798
Dark Forest Capital Management
Puerto Rico
$298K +$266K +819 New
MG
799
Mather Group
Illinois
$298K -$122K -377 -32%
GGI
800
Godsey & Gibb Inc
Virginia
$297K -$6.49K -20 -2%

PSA Hedge Fund Activity: Q3 2024 in Review

1,127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2024, worth a combined $51.6B — up 30% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new PSA positions and 72 closed out — a net gain of 75 holders — while 423 added to existing stakes and 392 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $644M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $218M.

  • 1,127 institutional investors held Public Storage (PSA) as of Q3 2024, up from 1,063 in Q2 2024.
  • Funds reported $51.6B of Public Storage stock for Q3 2024, up 30% quarter-over-quarter.
  • 147 funds opened new Public Storage positions in Q3 2024 and 72 closed out, a net change of +75 holders.
  • The largest Public Storage buyer in Q3 2024 was Cohen & Steers, an estimated $644M added.
  • The largest Public Storage seller in Q3 2024 was CBRE Investment Management Listed Real Assets, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2024.