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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
MWM
851
Merriman Wealth Management
Washington
$215K +$212K +740 New
SC
852
Slow Capital
California
$214K -$287 -1 -0.1%
TIAA Trust, National Association
853
TIAA Trust, National Association
North Carolina
$214K -$4.59K -16 -2%
SAM
854
S.A. Mason
Michigan
$212K +$20.4K +71 +11%
FWS
855
FinDec Wealth Services
California
$211K
LHWM
856
Lake Hills Wealth Management
Texas
$211K +$209K +728 New
ACM
857
Andina Capital Management
Utah
$210K +$208K +725 New
NC
858
NBW Capital
Massachusetts
$210K +$208K +724 New
WA
859
Wealth Alliance
New York
$207K -$36.7K -128 -15%
FPAS
860
Focus Partners Advisor Solutions
Missouri
$206K +$204K +711 New
YWM
861
Yoder Wealth Management
California
$206K +$204K +711 New
LIM
862
Lathrop Investment Management
Arkansas
$205K
TNBTD
863
Trustmark National Bank Trust Department
Mississippi
$204K +$201K +702 New
PP
864
Pingora Partners
Wyoming
$203K
BW
865
Bison Wealth
Georgia
$203K -$4.59K -16 -2%
FWM
866
Forza Wealth Management
Florida
$202K
XT
867
XTX Topco
Cayman Islands
$202K +$200K +697 New
PPWP
868
Premier Path Wealth Partners
New Jersey
$202K +$200K +696 New
DT
869
Diversified Trust
Tennessee
$201K +$2.58K +9 +1%
WTC
870
WhitTier Trust Company
Nevada
$201K +$94.9K +331 +92%
PWM
871
Perigon Wealth Management
California
$200K +$198K +691 New
LFG
872
Larson Financial Group
Missouri
$200K +$114K +399 +138%
GI
873
GAMMA Investing
California
$191K +$22.4K +78 +13%
GWP
874
Gen-Wealth Partners
Michigan
$191K +$189K +659 New
PTC
875
Private Trust Company
Ohio
$190K -$8.31K -29 -4%

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.