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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
SS
876
Sunbelt Securities
Texas
$187K +$185K +645 +64,500%
CFFP
877
Center for Financial Planning
Michigan
$184K
CF
878
Centaurus Financial
California
$175K -$287 -1 -0.2%
AWM
879
Avior Wealth Management
Nebraska
$171K +$148K +518 +719%
CFD
880
Creative Financial Designs
Indiana
$167K
SWS
881
SYSTM Wealth Solutions
Illinois
$165K -$41.6K -145 -20%
BAM
882
Byrne Asset Management
New Jersey
$162K -$71.7K -250 -31%
CA
883
Continuum Advisory
Idaho
$158K +$164K +572 New
CFGS
884
Concourse Financial Group Securities
Alabama
$151K -$11.5K -40 -7%
TFIPS
885
Towarzystwo Funduszy Inwestycyjnych PZU SA
$149K +$22.9K +80 +18%
C
886
Covestor
United Kingdom
$148K -$65.9K -230 -31%
EWM
887
Evermay Wealth Management
Virginia
$146K +$1.43K +5 +1%
GBT
888
Grove Bank & Trust
Florida
$145K
WT
889
Washington Trust
Rhode Island
$145K
HNB
890
Huntington National Bank
Ohio
$144K -$39K -136 -21%
NCM
891
Northwest Capital Management
Oregon
$144K
JWM
892
Janiczek Wealth Management
Colorado
$142K -$287 -1 -0.2%
SWM
893
Spire Wealth Management
Virginia
$140K +$1.15K +4 +0.8%
SIA
894
Sit Investment Associates
Minnesota
$139K -$14.3K -50 -9%
NBT
895
Northwest Bank & Trust
Iowa
$131K
SIS
896
Sound Income Strategies
Florida
$127K -$860 -3 -0.7%
AFWM
897
Abich Financial Wealth Management
Virginia
$125K +$44.7K +156 +57%
PCWA
898
Pacific Capital Wealth Advisors
California
$123K
FMII
899
Farmers & Merchants Investments Inc
Nebraska
$121K
SCM
900
Silvant Capital Management
Georgia
$120K

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.