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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
TCWA
951
Turtle Creek Wealth Advisors
Texas
$35.4K +$30.8K +116 New
CA
952
Centerpoint Advisors
Massachusetts
$35K +$30.8K +116 New
PO
953
Private Ocean
California
$33.9K +$28.9K +109 +5,450%
FWM
954
Focused Wealth Management
New York
$32.3K
SIS
955
Strategic Investment Solutions
Illinois
$32.3K +$28.1K +106 New
EC
956
EdgeRock Capital
Colorado
$31.7K +$30K +113 New
CSC
957
Caldwell Sutter Capital
California
$31.4K
APC
958
Aspire Private Capital
North Carolina
$30.5K -$11.7K -44 -31%
GFPC
959
Global Financial Private Client
Florida
$30.5K
AA
960
Ancora Advisors
Ohio
$30.5K +$13.3K +50 +100%
CWAF
961
Core Wealth Advisors (Florida)
Florida
$30.5K +$26.5K +100 New
SSB
962
Sandy Spring Bank
Maryland
$29.9K -$1.33K -5 -5%
CCMW
963
Cypress Capital Management (Wyoming)
Wyoming
$29.3K
LI
964
Louisbourg Investments
New Brunswick, Canada
$29.3K +$25.5K +96 New
ST
965
Smithfield Trust
Pennsylvania
$29K
LWCFA
966
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.3K
TH
967
TCTC Holdings
Texas
$26.2K
ZB
968
Zions Bancorporation
Utah
$26.2K +$1.06K +4 +5%
EWA
969
EverSource Wealth Advisors
Alabama
$25.9K +$11.7K +44 +107%
BBHC
970
Brown Brothers Harriman & Co
New York
$25.9K
WAS
971
Winch Advisory Services
Wisconsin
$25.6K +$265 +1 +1%
PWMG
972
Prestige Wealth Management Group
New Jersey
$25.3K -$8.49K -32 -28%
DMBA
973
Deseret Mutual Benefit Administrators
Utah
$23.2K -$79.9K -301 -80%
MSG
974
Main Street Group
Virginia
$22.9K +$19.9K +75 New
MCM
975
MV Capital Management
Maryland
$22.3K +$9.02K +34 +87%

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.