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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
GIA
926
GHP Investment Advisors
Colorado
$65K -$3.98K -15 -7%
HCM
927
Hollencrest Capital Management
California
$63.7K -$4.25K -16 -7%
PPC
928
Park Place Capital
Alabama
$62.8K +$11.9K +45 +28%
SIC
929
Salem Investment Counselors
North Carolina
$61.3K
LCM
930
Logan Capital Management
Pennsylvania
$61K
SSG
931
Summit Securities Group
New York
$61K +$53.1K +200 New
LA
932
LM Advisors
California
$60.1K +$52.3K +197 New
GG
933
Greenwood Gearhart
Arkansas
$58.9K +$51.2K +193 New
TFA
934
Transamerica Financial Advisors
Florida
$58K +$37.1K +140 +286%
DAM
935
Delta Asset Management
Tennessee
$58K
OPTFSNA
936
Old Point Trust & Financial Services N A
Virginia
$56.4K +$49.1K +185 New
CAL
937
Capital Advisors Ltd
Ohio
$54K -$4.51K -17 -9%
CFO
938
CVA Family Office
Colorado
$52.2K +$45.4K +171 New
ME
939
McIlrath & Eck
Washington
$50.3K +$7.96K +30 +22%
PFA
940
Pathway Financial Advisers
Indiana
$49.9K +$265 +1 +0.6%
PCM
941
Perritt Capital Management
Illinois
$46.2K +$265 +1 +0.7%
RA
942
Rise Advisors
New York
$44.5K +$24.1K +91 +165%
RFA
943
Resurgent Financial Advisors
Georgia
$43.9K -$43.5K -164 -53%
RA
944
Rational Advisors
New York
$42.1K
TFA
945
Toth Financial Advisory
Virginia
$41.8K
CP
946
Castleview Partners
Texas
$39.2K -$111K -420 -77%
HWA
947
HHM Wealth Advisors
Tennessee
$39K
IGWM
948
ICA Group Wealth Management
Colorado
$37.4K +$32.6K +123 New
AAG
949
Armstrong Advisory Group
Massachusetts
$36K -$9.55K -36 -23%
GJIA
950
Glass Jacobson Investment Advisors
Maryland
$35.4K

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.