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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
DT
801
Diversified Trust
Tennessee
$245K +$43K +156 +22%
IAA
802
Independent Advisor Alliance
North Carolina
$243K +$15.7K +57 +7%
SWM
803
Schwallier Wealth Management
Michigan
$242K +$2.48K +9 +1%
GGI
804
Godsey & Gibb Inc
Virginia
$241K +$6.62K +24 +3%
CTC
805
Cetera Trust Company
Minnesota
$239K
BFA
806
BBJS Financial Advisors
Washington
$238K -$761K -2,761 -77%
AAS
807
Ameritas Advisory Services
Nebraska
$238K -$36.7K -133 -14%
TIAA Trust, National Association
808
TIAA Trust, National Association
North Carolina
$238K +$24K +87 +12%
IAS
809
Insigneo Advisory Services
Florida
$236K -$33.4K -121 -13%
EM
810
Excalibur Management
Massachusetts
$234K +$4.96K +18 +2%
GSEP
811
Golden State Equity Partners
California
$232K +$223K +808 New
HGERS
812
Householder Group Estate & Retirement Specialist
Arizona
$232K -$21.8K -79 -9%
RG
813
Renaissance Group
Kentucky
$232K +$14.1K +51 +7%
SP
814
Successful Portfolios
Florida
$231K
ARA
815
Alexander Randolph Advisory
Virginia
$231K
SC
816
Searle & Co
Connecticut
$230K +$221K +800 New
EWM
817
Empirical Wealth Management
Washington
$229K -$62.9K -228 -22%
GWP
818
Gen-Wealth Partners
Michigan
$229K +$37.8K +137 +21%
SAM
819
S.A. Mason
Michigan
$229K +$17.4K +63 +9%
RMCM
820
Reynders McVeigh Capital Management
Massachusetts
$228K
ACM
821
Andina Capital Management
Utah
$228K +$18.2K +66 +9%
WCWM
822
Willow Creek Wealth Management
California
$227K
GC
823
Grimes & Company
Massachusetts
$226K +$1.38K +5 +0.6%
RIA
824
Richwood Investment Advisors
Ohio
$222K -$23.2K -84 -10%
BHPW
825
Beverly Hills Private Wealth
California
$222K -$276 -1 -0.1%

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.