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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
RIA
826
Realta Investment Advisors
Delaware
$236K +$43.9K +153 +23%
GGI
827
Godsey & Gibb Inc
Virginia
$236K
FA
828
Fermata Advisors
California
$235K +$232K +810 New
SP
829
Successful Portfolios
Florida
$233K
PA
830
Pinnacle Associates
New York
$233K +$5.45K +19 +2%
ARA
831
Alexander Randolph Advisory
Virginia
$233K
BI
832
Bramshill Investments
Florida
$232K +$229K +800 New
FFA
833
Farther Finance Advisors
California
$232K -$44.4K -155 -16%
RMCM
834
Reynders McVeigh Capital Management
Massachusetts
$231K +$19.5K +68 +9%
EM
835
Excalibur Management
Massachusetts
$231K +$1.43K +5 +0.6%
WCWM
836
Willow Creek Wealth Management
California
$229K
IAA
837
Independent Advisor Alliance
North Carolina
$228K +$19.8K +69 +10%
GC
838
Grimes & Company
Massachusetts
$226K +$1.43K +5 +0.6%
BHPW
839
Beverly Hills Private Wealth
California
$224K +$2.87K +10 +1%
CI
840
CX Institutional
Indiana
$223K +$9.46K +33 +4%
T
841
TNF
Montana
$223K -$4.87K -17 -2%
ECM
842
Evergreen Capital Management
Washington
$223K +$220K +768 New
AFG
843
Arkansas Financial Group
Arkansas
$222K
PR
844
Payden & Rygel
California
$220K
PRIG
845
Payden & Rygel Investment Group
California
$220K +$218K +760 New
GWM
846
Geneos Wealth Management
Colorado
$219K -$4.01K -14 -2%
CAG
847
Curtis Advisory Group
California
$218K -$5.45K -19 -2%
WLIM
848
White Lighthouse Investment Management
Massachusetts
$218K
RG
849
Renaissance Group
Kentucky
$217K +$4.87K +17 +2%
CAL
850
Capital Analysts LLC
Pennsylvania
$215K +$287 +1 +0.1%

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.