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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
SOS
851
Silver Oak Securities
Tennessee
$210K +$183K +689 New
DT
852
Diversified Trust
Tennessee
$209K -$3.25M -12,244 -95%
PTC
853
Private Trust Company
Ohio
$209K +$6.1K +23 +3%
GSEP
854
Golden State Equity Partners
California
$204K +$178K +670 New
A
855
AJOVista
Massachusetts
$204K +$177K +668 New
NL
856
NWAM LLC
Washington
$203K +$176K +665 New
RIA
857
Realta Investment Advisors
Delaware
$202K +$176K +662 New
SAM
858
S.A. Mason
Michigan
$202K +$6.63K +25 +4%
VFA
859
Valeo Financial Advisors
Indiana
$202K +$175K +661 New
HIGP
860
Hill Investment Group Partners
Missouri
$201K +$175K +659 New
CFFP
861
Center for Financial Planning
Michigan
$194K
HNB
862
Huntington National Bank
Ohio
$193K -$2.39K -9 -1%
CF
863
Centaurus Financial
California
$184K +$3.45K +13 +2%
VNA
864
Valley National Advisers
Pennsylvania
$181K +$4.78K +18 +3%
HI
865
Harbour Investments
Wisconsin
$181K +$91.5K +345 +139%
CFD
866
Creative Financial Designs
Indiana
$175K
Jones Financial Companies
867
Jones Financial Companies
Missouri
$175K -$18.8K -71 -11%
CFGS
868
Concourse Financial Group Securities
Alabama
$171K -$2.39K -9 -2%
HFM
869
Harvest Fund Management
China
$170K
GI
870
GAMMA Investing
California
$165K +$154K +582 New
SIA
871
Sit Investment Associates
Minnesota
$162K
NBT
872
Northwest Bank & Trust
Iowa
$154K +$134K +506 New
GBT
873
Grove Bank & Trust
Florida
$153K
WT
874
Washington Trust
Rhode Island
$153K
EWM
875
Evermay Wealth Management
Virginia
$152K -$1.86K -7 -1%

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.