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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
IGWM
951
ICA Group Wealth Management
Colorado
$47.8K +$12K +42 +34%
PAM
952
Palisade Asset Management
Minnesota
$45.3K +$44.7K +156 New
PCM
953
Perritt Capital Management
Illinois
$44.4K +$573 +2 +1%
LI
954
LRI Investments
Florida
$41.8K +$41.3K +144 New
AA
955
Ancora Advisors
Ohio
$41.2K +$12K +42 +42%
RA
956
Rational Advisors
New York
$40K
TFA
957
Toth Financial Advisory
Virginia
$39.7K
CA
958
Crewe Advisors
Utah
$38.9K +$38.4K +134 New
CP
959
Castleview Partners
Texas
$37.9K +$573 +2 +2%
RTC
960
Riverview Trust Company
Washington
$37.4K +$37K +129 New
HWA
961
HHM Wealth Advisors
Tennessee
$37.1K
AAG
962
Armstrong Advisory Group
Massachusetts
$36K
GJIA
963
Glass Jacobson Investment Advisors
Maryland
$33.6K
EWA
964
EverSource Wealth Advisors
Alabama
$31.2K +$10K +35 +41%
APC
965
Aspire Private Capital
North Carolina
$29K
CWAF
966
Core Wealth Advisors (Florida)
Florida
$29K
GFPC
967
Global Financial Private Client
Florida
$28.6K
SSB
968
Sandy Spring Bank
Maryland
$28.4K
ST
969
Smithfield Trust
Pennsylvania
$28K
CCMW
970
Cypress Capital Management (Wyoming)
Wyoming
$27.8K
LWCFA
971
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.1K
TH
972
TCTC Holdings
Texas
$24.9K
WAS
973
Winch Advisory Services
Wisconsin
$24.6K +$287 +1 +1%
ZB
974
Zions Bancorporation
Utah
$23.2K -$1.72K -6 -7%
BGAI
975
Bruce G. Allen Investments
Colorado
$22.3K +$9.75K +34 +79%

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.