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Public Storage

1,128 hedge funds and large institutions have $42.8B invested in Public Storage in 2024 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 410 increasing their positions, 402 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $67.5M

19% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 122

2% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 402

0% more funds holding

Funds holding: 1,1271,128 (+1)

0.22% less ownership

Funds ownership: 81.08%80.85% (-0.22%)

17% less capital invested

Capital invested by funds: $51.6B → $42.8B (-$8.75B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
1,128
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
14.86%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.21%
New
145
Increased
410
Reduced
402
Closed
122
Calls
$82.1M
Puts
$67.5M
Net Calls
+$14.6M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
826
Avantax Planning Partners
Iowa
$259K
TCA
827
Transcend Capital Advisors
New Jersey
$259K +$28.2K +85 +11%
CB
828
Cadence Bank
Mississippi
$258K -$6.64K -20 -2%
WANY
829
Wealthspire Advisors (New York)
New York
$258K -$58.7K -177 -17%
SWM
830
Schwallier Wealth Management
Michigan
$257K +$3.32K +10 +1%
SAM
831
Smartleaf Asset Management
Massachusetts
$255K +$149K +449 +109%
FCMT
832
Founders Capital Management (Texas)
Texas
$255K
IF
833
Intrua Financial
Texas
$254K -$18.3K -55 -6%
TFA
834
Transamerica Financial Advisors
Florida
$252K +$8.96K +27 +3%
BP
835
Ballentine Partners
Massachusetts
$252K +$17.9K +54 +7%
SAM
836
S.A. Mason
Michigan
$251K +$4.65K +14 +2%
LS
837
Livforsakringsbolaget Skandia
Sweden
$248K -$66.4K -200 -19%
MG
838
Mather Group
Illinois
$246K +$996 +3 +0.4%
GGI
839
Godsey & Gibb Inc
Virginia
$245K
AWM
840
Atticus Wealth Management
Florida
$244K +$24.6K +74 +10%
ARA
841
Alexander Randolph Advisory
Virginia
$243K +$2.32K +7 +0.9%
DI
842
DAGCO Inc
Ohio
$242K +$268K +807 New
NA
843
Nautilus Advisors
California
$241K +$267K +806 New
YWM
844
Yoder Wealth Management
California
$241K +$13.6K +41 +5%
GC
845
Grimes & Company
Massachusetts
$241K +$3.98K +12 +2%
BSSFA
846
Baron Silver Stevens Financial Advisors
Florida
$240K +$11K +33 +4%
EM
847
Excalibur Management
Massachusetts
$239K -$3.32K -10 -1%
WCWM
848
Willow Creek Wealth Management
California
$236K
SP
849
Successful Portfolios
Florida
$235K
CTC
850
Cetera Trust Company
Minnesota
$234K -$8.3K -25 -3%

PSA Hedge Fund Activity: Q4 2024 in Review

1,128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2024, worth a combined $42.8B — down 17% from $51.6B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new PSA positions and 122 closed out — a net gain of 23 holders — while 410 added to existing stakes and 402 trimmed.

The largest buyer was Northern Trust, adding an estimated $249M. The largest seller was JP Morgan Chase, cutting an estimated $447M.

  • 1,128 institutional investors held Public Storage (PSA) as of Q4 2024, up from 1,127 in Q3 2024.
  • Funds reported $42.8B of Public Storage stock for Q4 2024, down 17% quarter-over-quarter.
  • 145 funds opened new Public Storage positions in Q4 2024 and 122 closed out, a net change of +23 holders.
  • The largest Public Storage buyer in Q4 2024 was Northern Trust, an estimated $249M added.
  • The largest Public Storage seller in Q4 2024 was JP Morgan Chase, an estimated $447M sold.

Based on aggregated 13F filings for Q4 2024.