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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
SP
801
Successful Portfolios
Florida
$245K
SW
802
SVB Wealth
Massachusetts
$245K +$213K +803 New
ARA
803
Alexander Randolph Advisory
Virginia
$245K +$213K +803 New
EM
804
Excalibur Management
Massachusetts
$241K -$10.6K -40 -5%
WCWM
805
Willow Creek Wealth Management
California
$241K
LC
806
Lindbrook Capital
California
$240K -$54.1K -204 -21%
PA
807
Pinnacle Associates
New York
$239K +$2.12K +8 +1%
FAFN
808
First Affirmative Financial Network
Colorado
$239K +$208K +783 New
GC
809
Grimes & Company
Massachusetts
$236K +$2.65K +10 +1%
CW
810
CreativeOne Wealth
Kansas
$236K +$205K +773 New
GWM
811
Geneos Wealth Management
Colorado
$235K -$291K -1,095 -59%
CAG
812
Curtis Advisory Group
California
$235K
AFG
813
Arkansas Financial Group
Arkansas
$234K
PBF
814
Petix & Botte Financial
California
$233K +$1.06K +4 +0.5%
BHPW
815
Beverly Hills Private Wealth
California
$233K +$202K +762 New
NP
816
Nilsine Partners
Colorado
$232K -$104K -392 -34%
T
817
TOBAM
France
$232K -$69.8K -263 -26%
PR
818
Payden & Rygel
California
$232K
DTL
819
Dynamic Technology Lab
Singapore
$232K +$202K +762 New
LSAG
820
Lake Street Advisors Group
New Hampshire
$232K +$202K +760 New
TIAA Trust, National Association
821
TIAA Trust, National Association
North Carolina
$230K +$200K +755 New
DWA
822
Delap Wealth Advisory
Oregon
$230K +$200K +754 New
Parallax Volatility Advisers
823
Parallax Volatility Advisers
California
$230K +$200K +753 New
BHBT
824
Burke & Herbert Bank & Trust
Virginia
$229K +$200K +752 New
IA
825
IFG Advisory
Georgia
$229K -$6.63K -25 -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.