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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
HDIM
901
Hanson & Doremus Investment Management
Vermont
$104K +$531 +2 +0.6%
ASBI
902
American State Bank (Iowa)
Iowa
$102K
MHR
903
Matthew Hamilton Rosenberg
$100K -$3.45K -13 -4%
CA
904
Clearstead Advisors
Ohio
$98.8K -$57.3K -216 -40%
JFA
905
JNBA Financial Advisors
Minnesota
$97.9K
PFPT
906
Pinnacle Financial Partners (Tennessee)
Tennessee
$91.5K
BONH
907
Bank of New Hampshire
New Hampshire
$89.4K
AWM
908
Able Wealth Management
New Jersey
$89.3K +$77.7K +293 New
LFG
909
Larson Financial Group
Missouri
$88K +$531 +2 +0.7%
FIM
910
FWL Investment Management
Texas
$84.5K -$3.94M -14,853 -98%
BAM
911
Bellevue Asset Management
Washington
$83.9K
MA
912
Montag & Associates
Georgia
$83.9K
AFWM
913
Abich Financial Wealth Management
Virginia
$83.9K +$73K +275 New
TWM
914
Tradition Wealth Management
Minnesota
$79K -$3.45K -13 -5%
CWP
915
Concord Wealth Partners
Virginia
$78.7K
GWS
916
Glassman Wealth Services
Virginia
$77.8K +$19.4K +73 +40%
SA
917
Scarborough Advisors
Maryland
$77.5K +$67.4K +254 New
FDCDDQ
918
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.9K -$43.5K -164 -40%
BWAM
919
Boyd Watterson Asset Management
Ohio
$73.2K
CWC
920
Carolinas Wealth Consulting
North Carolina
$72.1K +$796 +3 +1%
TAM
921
Tucker Asset Management
Colorado
$72K +$62.6K +236 New
IAIM
922
International Assets Investment Management
Florida
$70.8K +$2.71M +10,204 New
LS
923
Livforsakringsbolaget Skandia
Sweden
$70.2K +$28.9K +109 +90%
PCTC
924
Perkins Coie Trust Company
Washington
$66.5K -$2.12K -8 -4%
FP
925
Financial Perspectives
Minnesota
$65.3K +$265 +1 +0.5%

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.