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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
AFG
826
Arkansas Financial Group
Arkansas
$220K
PBF
827
Petix & Botte Financial
California
$220K +$211K +764 New
PR
828
Payden & Rygel
California
$219K
PRIG
829
Payden & Rygel Investment Group
California
$219K
GWM
830
Geneos Wealth Management
Colorado
$218K +$276 +1 +0.1%
ACM
831
AlphaStar Capital Management
North Carolina
$218K +$209K +758 New
VC
832
Vicus Capital
Pennsylvania
$216K -$19.3K -70 -9%
FPAS
833
Focus Partners Advisor Solutions
Missouri
$216K +$11K +40 +6%
PWM
834
Perigon Wealth Management
California
$214K +$14.6K +53 +8%
SSA
835
Schonfeld Strategic Advisors
New York
$213K -$441K -1,598 -68%
MWM
836
Merriman Wealth Management
Washington
$213K
CI
837
CX Institutional
Indiana
$213K -$8.55K -31 -4%
CFFP
838
Center for Financial Planning
Michigan
$212K +$27.6K +100 +16%
DI
839
DDFG Inc
California
$212K +$203K +736 New
FA
840
Fermata Advisors
California
$212K -$20.7K -75 -9%
CAL
841
Capital Analysts LLC
Pennsylvania
$211K -$1.38K -5 -0.7%
LHWM
842
Lake Hills Wealth Management
Texas
$211K +$1.1K +4 +0.5%
CAG
843
Curtis Advisory Group
California
$210K -$5.79K -21 -3%
FWS
844
FinDec Wealth Services
California
$210K
YWM
845
Yoder Wealth Management
California
$209K +$4.41K +16 +2%
TCA
846
Transcend Capital Advisors
New Jersey
$209K +$200K +726 New
CPIG
847
Chicago Partners Investment Group
Illinois
$208K +$189K +684 New
ECM
848
Evergreen Capital Management
Washington
$207K -$13K -47 -6%
MHS
849
M Holdings Securities
Oregon
$207K +$199K +721 New
NC
850
NBW Capital
Massachusetts
$205K -$3.31K -12 -2%

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.