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Public Storage

1,063 hedge funds and large institutions have $39.7B invested in Public Storage in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 445 increasing their positions, 365 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 365

13% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 82

0% less funds holding

Funds holding: 1,0651,063 (-2)

2% less capital invested

Capital invested by funds: $40.7B → $39.7B (-$1B)

1.54% less ownership

Funds ownership: 80.11%78.57% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

49% less call options, than puts

Call options by funds: $68.3M | Put options by funds: $133M

Holders
1,063
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
15.35%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
93
Increased
445
Reduced
365
Closed
82
Calls
$68.3M
Puts
$133M
Net Calls
-$65M
Net Calls Change
+$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
951
Glass Jacobson Investment Advisors
Maryland
$33.4K
AGWCA
952
Annis Gardner Whiting Capital Advisors
Florida
$33.4K +$12.4K +45 +63%
OIAM
953
OFI Invest Asset Management
France
$31.7K +$32.5K +118 New
CP
954
Castleview Partners
Texas
$31.6K -$5.79K -21 -16%
OP
955
ORG Partners
Indiana
$30.6K +$29.8K +108 New
LWCFA
956
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.6K
APC
957
Aspire Private Capital
North Carolina
$28.8K
CA
958
Crewe Advisors
Utah
$28.5K -$9.65K -35 -26%
T
959
Tidemark
California
$28.4K +$7.72K +28 +39%
CCMW
960
Cypress Capital Management (Wyoming)
Wyoming
$27.6K
ST
961
Smithfield Trust
Pennsylvania
$27K
VWM
962
Venturi Wealth Management
Texas
$26.2K +$22.6K +82 +911%
TH
963
TCTC Holdings
Texas
$24.7K
WAS
964
Winch Advisory Services
Wisconsin
$24.7K +$276 +1 +1%
MCM
965
MV Capital Management
Maryland
$24.5K +$3.31K +12 +16%
PWMG
966
Prestige Wealth Management Group
New Jersey
$23.9K -$525K -1,905 -96%
MAM
967
Meeder Asset Management
Ohio
$23.9K -$320K -1,161 -93%
SFC
968
Strategic Financial Concepts
Texas
$21.6K +$26.7M +96,646 New
GKIM
969
GW&K Investment Management
Massachusetts
$20K +$5.51K +20 +40%
SSB
970
Sandy Spring Bank
Maryland
$19.6K -$8.27K -30 -31%
ZB
971
Zions Bancorporation
Utah
$19.3K -$3.58K -13 -16%
MSWM
972
Mowery & Schoenfeld Wealth Management
Illinois
$17.8K +$17.1K +62 New
KFS
973
Kelly Financial Services
Massachusetts
$17.6K
BIA
974
Bell Investment Advisors
California
$17.5K +$1.66K +6 +11%
LB
975
Legacy Bridge
Iowa
$17K

PSA Hedge Fund Activity: Q2 2024 in Review

1,063 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2024, worth a combined $39.7B — down 2.5% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new PSA positions and 82 closed out — a net gain of 11 holders — while 445 added to existing stakes and 365 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was UBS AM, cutting an estimated $328M.

  • 1,063 institutional investors held Public Storage (PSA) as of Q2 2024, down from 1,065 in Q1 2024.
  • Funds reported $39.7B of Public Storage stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 93 funds opened new Public Storage positions in Q2 2024 and 82 closed out, a net change of +11 holders.
  • The largest Public Storage buyer in Q2 2024 was Fidelity Investments, an estimated $148M added.
  • The largest Public Storage seller in Q2 2024 was UBS AM, an estimated $328M sold.

Based on aggregated 13F filings for Q2 2024.