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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
NCM
876
Northwest Capital Management
Oregon
$151K
BTI
877
Blue Trust Inc
Georgia
$150K -$30.8K -116 -17%
JWM
878
Janiczek Wealth Management
Colorado
$149K -$17.2K -65 -12%
Capstone Investment Advisors
879
Capstone Investment Advisors
New York
$149K +$9.55K +36 +8%
SWM
880
Spire Wealth Management
Virginia
$139K +$1.59K +6 +1%
SIS
881
Sound Income Strategies
Florida
$134K +$78.3K +295 +203%
TFIPS
882
Towarzystwo Funduszy Inwestycyjnych PZU SA
$133K +$115K +435 New
PCWA
883
Pacific Capital Wealth Advisors
California
$129K +$113K +424 New
PB
884
Pinnacle Bancorp
Nebraska
$128K +$30.5K +115 +38%
FMII
885
Farmers & Merchants Investments Inc
Nebraska
$127K
SCM
886
Silvant Capital Management
Georgia
$126K
HFM
887
Hartford Financial Management
Connecticut
$126K
AA
888
Alta Advisers
United Kingdom
$122K
PK
889
Pflug Koory
Nebraska
$121K +$7.43K +28 +8%
RIM
890
Rakuten Investment Management
Japan
$121K +$104K +392 New
CTC
891
Cetera Trust Company
Minnesota
$119K +$103K +390 New
PFBT
892
Parkside Financial Bank & Trust
Missouri
$116K +$17.2K +65 +21%
CAM
893
Creekmur Asset Management
Illinois
$115K +$100K +378 New
JWA
894
JFS Wealth Advisors
Pennsylvania
$113K +$1.86K +7 +2%
WTC
895
WhitTier Trust Company
Nevada
$110K +$1.33K +5 +1%
HPC
896
HM Payson & Co
Maine
$110K
HRC
897
Hoertkorn Richard Charles
$109K
PS
898
Planned Solutions
California
$108K +$94.2K +355 New
DI
899
DAGCO Inc
Ohio
$106K +$92.6K +349 New
DWS
900
Dynamic Wealth Strategies
California
$106K +$92.6K +349 New

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.