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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
HGERS
801
Householder Group Estate & Retirement Specialist
Arizona
$258K -$3.73K -13 -1%
AAS
802
Ameritas Advisory Services
Nebraska
$257K +$26.1K +91 +10%
CB
803
Cadence Bank
Mississippi
$256K
LWL
804
Leo Wealth LLC
Texas
$256K +$3.73K +13 +1%
CC
805
Commons Capital
Massachusetts
$253K +$1.43K +5 +0.6%
P
806
Pitcairn
Pennsylvania
$252K +$34.1K +119 +16%
APP
807
Avantax Planning Partners
Iowa
$250K +$247K +861 New
RIA
808
Richwood Investment Advisors
Ohio
$249K -$287 -1 -0.1%
IAG
809
Investment Advisory Group
Massachusetts
$248K +$245K +856 New
LSAG
810
Lake Street Advisors Group
New Hampshire
$248K +$26.7K +93 +12%
FCMT
811
Founders Capital Management (Texas)
Texas
$247K -$39K -136 -14%
KI
812
Kapitalo Investimentos
Brazil
$246K +$243K +849 New
PCFFS
813
Pacific Center for Financial Services
California
$245K -$64.2K -224 -21%
AC
814
Armistice Capital
New York
$244K +$241K +842 New
VBCG
815
Valley Brook Capital Group
Pennsylvania
$244K -$287K -1,000 -17%
LC
816
Lindbrook Capital
California
$243K +$14.6K +51 +6%
PMSA
817
Patrick M. Sweeney & Associates
Illinois
$242K +$26.1K +91 +12%
SWM
818
Schwallier Wealth Management
Michigan
$242K +$2.29K +8 +1%
CTC
819
Cetera Trust Company
Minnesota
$241K +$126K +440 +113%
SIM
820
Sentry Investment Management
Wisconsin
$239K
VC
821
Vicus Capital
Pennsylvania
$238K +$236K +822 New
MM
822
MQS Management
New York
$238K +$235K +821 New
WGC
823
Watts Gwilliam & Co
Arizona
$238K +$244K +851 New
JAG
824
Journey Advisory Group
Kentucky
$238K
QWP
825
Quotient Wealth Partners
Texas
$238K +$235K +820 New

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.