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Public Storage
PSA

1,127 hedge funds and large institutions have $51.6B invested in Public Storage in 2024 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 423 increasing their positions, 392 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 72

64% more funds holding in top 10

Funds holding in top 10: 14 → 23 (+9)

30% more capital invested

Capital invested by funds: $39.7B → $51.6B (+$11.9B)

6% more funds holding

Funds holding: 1,063 → 1,127 (+64)

2.51% more ownership

Funds ownership: 78.57% → 81.08% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 392

17% less call options, than puts

Call options by funds: $79.9M | Put options by funds: $96.6M

Holders
1,127
Holders Change
+64
Holders Change %
+6.02%
% of All Funds
16.18%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.33%
New
147
Increased
423
Reduced
392
Closed
72
Calls
$79.9M
Puts
$96.6M
Net Calls
-$16.6M
Net Calls Change
+$48.4M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$644M
2
JP Morgan Chase
JP Morgan Chase
New York
+$475M
3
UBS AM
UBS AM
Illinois
+$441M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
5
BlackRock
BlackRock
New York
+$268M

Top Sellers

Rank Fund Capital Flow
1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$218M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$193M
3
Capital International Investors
Capital International Investors
California
-$165M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$136M
5
Prudential Financial
Prudential Financial
New Jersey
-$136M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
851
PDS Planning
Ohio
$257K +$229K +705 New
PP
852
Pingora Partners
Wyoming
$255K – – –
TNBTD
853
Trustmark National Bank Trust Department
Mississippi
$255K – – –
FWM
854
Forza Wealth Management
Florida
$254K -$325 -1 -0.1%
WA
855
Wealth Alliance
New York
$253K +$226K +696 New
GL
856
Graypoint LLC
New York
$253K +$226K +695 New
AC
857
Avestar Capital
New York
$252K +$225K +693 New
CPW
858
Crestmont Private Wealth
Texas
$252K +$225K +692 New
HKIMG
859
Hutchens & Kramer Investment Management Group
Indiana
$250K +$225K +693 New
SIM
860
Sentry Investment Management
Wisconsin
$249K – – –
CW
861
CreativeOne Wealth
Kansas
$248K +$221K +682 New
SOS
862
Silver Oak Securities
Tennessee
$247K +$14.6K +45 +7%
NIM
863
Northeast Investment Management
Massachusetts
$244K +$218K +670 New
LIM
864
Lathrop Investment Management
Arkansas
$243K +$217K +667 New
LC
865
Landaas & Company
Wisconsin
$243K +$217K +668 New
WGC
866
Watts Gwilliam & Co
Arizona
$243K +$227K +698 New
NL
867
NWAM LLC
Washington
$242K +$216K +666 New
CAAS
868
Capital Asset Advisory Services
Michigan
$242K +$226K +695 New
BPWM
869
Badgley Phelps Wealth Managers
Washington
$242K +$216K +664 New
CA
870
CoreCap Advisors
Michigan
$240K -$85.1K -262 -28%
TSMHT
871
Thurston Springer Miller Herd & Titak
Indiana
$240K +$4.87K +15 +2%
PA
872
Pinnacle Associates
New York
$239K -$38.3K -118 -13%
HPIA
873
Hamilton Point Investment Advisors
North Carolina
$238K +$213K +655 New
TIA
874
Trust Investment Advisors
Indiana
$238K +$213K +655 New
SPC
875
Sigma Planning Corp
Michigan
$238K +$212K +654 New
33 34
35
36 37

PSA Hedge Fund Activity: Q3 2024 in Review

1,127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2024, worth a combined $51.6B — up 30% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new PSA positions and 72 closed out — a net gain of 75 holders — while 423 added to existing stakes and 392 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $644M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $218M.

  • 1,127 institutional investors held Public Storage (PSA) as of Q3 2024, up from 1,063 in Q2 2024.
  • Funds reported $51.6B of Public Storage stock for Q3 2024, up 30% quarter-over-quarter.
  • 147 funds opened new Public Storage positions in Q3 2024 and 72 closed out, a net change of +75 holders.
  • The largest Public Storage buyer in Q3 2024 was Cohen & Steers, an estimated $644M added.
  • The largest Public Storage seller in Q3 2024 was CBRE Investment Management Listed Real Assets, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2024.