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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
SPA
826
Sherbrooke Park Advisers
New York
$229K +$199K +751 New
WC
827
Wexford Capital
Florida
$229K -$748K -2,818 -79%
AAIS
828
ABN AMRO Investment Solutions
$229K -$43.5K -164 -18%
WLIM
829
White Lighthouse Investment Management
Massachusetts
$229K +$199K +750 New
P
830
Pitcairn
Pennsylvania
$228K -$10.1K -38 -5%
LCWP
831
Legacy Capital Wealth Partners
Arkansas
$228K +$198K +748 New
C
832
Covestor
United Kingdom
$227K +$11.7K +44 +6%
RG
833
Renaissance Group
Kentucky
$227K +$196K +737 New
PMSA
834
Patrick M. Sweeney & Associates
Illinois
$227K +$197K +743 New
SC
835
Slow Capital
California
$226K -$46.2K -174 -19%
CAL
836
Capital Analysts LLC
Pennsylvania
$225K -$15.7K -59 -7%
CI
837
CX Institutional
Indiana
$225K -$30.5K -115 -13%
FWS
838
FinDec Wealth Services
California
$222K +$193K +729 New
RMCM
839
Reynders McVeigh Capital Management
Massachusetts
$221K +$192K +725 New
IAA
840
Independent Advisor Alliance
North Carolina
$219K +$191K +718 New
SPC
841
Sigma Planning Corp
Michigan
$218K -$46.4K -175 -20%
SWS
842
SYSTM Wealth Solutions
Illinois
$218K +$190K +715 New
BW
843
Bison Wealth
Georgia
$218K +$190K +715 New
LIM
844
Lathrop Investment Management
Arkansas
$216K -$15.9K -60 -8%
HA
845
Herold Advisors
New York
$215K -$54.4K -205 -23%
NWM
846
Napa Wealth Management
California
$214K +$187K +703 New
WI
847
Wintrust Investments
Illinois
$214K +$186K +700 New
PP
848
Pingora Partners
Wyoming
$214K +$186K +700 New
FWM
849
Forza Wealth Management
Florida
$213K +$185K +698 New
SGAM
850
Smith Group Asset Management
Texas
$212K +$184K +695 New

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.