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Public Storage

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: 1423 (+9)

30% more capital invested

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

6% more funds holding

Funds holding: 1,0631,127 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
901
Jefferies Financial Group
New York
$218K -$318K -978 -62%
DWM
902
Dakota Wealth Management
Florida
$217K +$193K +596 New
SWMG
903
Signature Wealth Management Group
Georgia
$217K +$193K +596 New
GA
904
Geller Advisors
New York
$216K +$193K +594 New
IF
905
IRON Financial
Illinois
$216K +$193K +594 New
MGP
906
M&G plc
United Kingdom
$215K +$192K +591 New
T
907
TOBAM
France
$215K -$14K -43 -7%
FCA
908
FinTrust Capital Advisors
South Carolina
$214K +$122K +375 +175%
WP
909
Wealthspan Partners
Iowa
$213K +$190K +584 New
NG
910
Norden Group
Utah
$212K +$190K +584 New
SAM
911
Secure Asset Management
Michigan
$212K +$189K +582 New
MIC
912
Meridian Investment Counsel
California
$211K +$188K +580 New
DWM
913
Diversify Wealth Management
Utah
$210K +$201K +619 New
SC
914
Stephenson & Company
California
$210K +$187K +577 New
CFD
915
Creative Financial Designs
Indiana
$209K
PFG
916
PAX Financial Group
Texas
$208K +$186K +572 New
MW
917
Marcum Wealth
Ohio
$207K +$185K +570 New
PWP
918
Phillips Wealth Planners
Mississippi
$206K +$193K +594 New
SA
919
SpiderRock Advisors
Delaware
$206K +$183K +565 New
TFIPS
920
Towarzystwo Funduszy Inwestycyjnych PZU SA
$206K +$16.2K +50 +10%
RWP
921
RWA Wealth Partners
Massachusetts
$204K +$182K +561 New
VAG
922
VisionPoint Advisory Group
Texas
$204K -$10.4K -32 -5%
BW
923
Bison Wealth
Georgia
$203K -$45.5K -140 -20%
OC
924
Oarsman Capital
Wisconsin
$202K +$180K +554 New
RWB
925
RMR Wealth Builders
New Jersey
$202K +$180K +554 New

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.