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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
BAM
926
Bellevue Asset Management
Washington
$75.4K -$4.3K -15 -5%
CWP
927
Concord Wealth Partners
Virginia
$74.8K
SA
928
Scarborough Advisors
Maryland
$74.5K +$860 +3 +1%
BWAM
929
Boyd Watterson Asset Management
Ohio
$69.6K
CWC
930
Carolinas Wealth Consulting
North Carolina
$69.6K +$860 +3 +1%
LS
931
Livforsakringsbolaget Skandia
Sweden
$66.6K
ME
932
McIlrath & Eck
Washington
$65.6K +$17.5K +61 +37%
PCTC
933
Perkins Coie Trust Company
Washington
$63.2K
FP
934
Financial Perspectives
Minnesota
$62.4K +$287 +1 +0.5%
GIA
935
GHP Investment Advisors
Colorado
$61.8K
HCM
936
Hollencrest Capital Management
California
$60.6K
FG
937
Fairman Group
Pennsylvania
$59.5K +$58.8K +205 New
SIC
938
Salem Investment Counselors
North Carolina
$58.3K
PPC
939
Park Place Capital
Alabama
$58.3K -$1.43K -5 -2%
LCM
940
Logan Capital Management
Pennsylvania
$58K
OPTFSNA
941
Old Point Trust & Financial Services N A
Virginia
$53.7K
DMBA
942
Deseret Mutual Benefit Administrators
Utah
$52.8K +$30.4K +106 +139%
QL
943
Quarry LP
New York
$52.8K +$32.1K +112 +160%
CAL
944
Capital Advisors Ltd
Ohio
$51K +$287 +1 +0.6%
CFO
945
CVA Family Office
Colorado
$50.5K +$860 +3 +2%
BTI
946
Blue Trust Inc
Georgia
$50.3K -$114K -396 -70%
DAM
947
Delta Asset Management
Tennessee
$49.3K -$5.73K -20 -11%
SAM
948
Smartleaf Asset Management
Massachusetts
$48.7K +$28.1K +98 +138%
Walleye Trading
949
Walleye Trading
New York
$48.1K -$1.67M -5,838 -97%
PFA
950
Pathway Financial Advisers
Indiana
$47.8K

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.