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Public Storage

1,128 hedge funds and large institutions have $42.8B invested in Public Storage in 2024 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 410 increasing their positions, 402 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $67.5M

19% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 122

2% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 402

0% more funds holding

Funds holding: 1,1271,128 (+1)

0.22% less ownership

Funds ownership: 81.08%80.85% (-0.22%)

17% less capital invested

Capital invested by funds: $51.6B → $42.8B (-$8.75B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
1,128
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
14.86%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.21%
New
145
Increased
410
Reduced
402
Closed
122
Calls
$82.1M
Puts
$67.5M
Net Calls
+$14.6M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
951
Hazlett, Burt & Watson
West Virginia
$84K +$89.9K +271 +2,710%
BTI
952
Blue Trust Inc
Georgia
$77.6K -$438K -1,321 -84%
CA
953
Clearstead Advisors
Ohio
$77.5K -$2.32K -7 -3%
PFBT
954
Parkside Financial Bank & Trust
Missouri
$77K +$996 +3 +1%
SOW
955
State of Wyoming
Wyoming
$76.7K +$18.9K +57 +29%
SIA
956
Sit Investment Associates
Minnesota
$76K
HCA
957
Harbor Capital Advisors
Illinois
$76K +$34.8K +105 +70%
BAM
958
Bellevue Asset Management
Washington
$75.5K -$2.65K -8 -3%
KIM
959
Kestra Investment Management
Texas
$74.5K +$82.6K +249 New
CWC
960
Carolinas Wealth Consulting
North Carolina
$73.8K -$332 -1 -0.4%
CTC
961
Central Trust Company
Missouri
$72.8K -$664 -2 -0.8%
BWAM
962
Boyd Watterson Asset Management
Ohio
$71.9K
VCM
963
Versant Capital Management
Arizona
$71K +$59.1K +178 +302%
VWM
964
Venturi Wealth Management
Texas
$69.8K +$47.1K +142 +156%
CFS
965
Compass Financial Services
Iowa
$68.2K +$75.7K +228 New
PWM
966
Parkworth Wealth Management
California
$67.3K +$74.7K +225 New
FP
967
Financial Perspectives
Minnesota
$65.4K +$332 +1 +0.5%
ME
968
McIlrath & Eck
Washington
$65.3K
PCTC
969
Perkins Coie Trust Company
Washington
$65.3K
GIA
970
GHP Investment Advisors
Colorado
$63.8K -$2.65K -8 -4%
CAL
971
Capital Analysts LLC
Pennsylvania
$63K -$172K -518 -71%
TFA
972
Toth Financial Advisory
Virginia
$60.8K +$21.9K +66 +48%
CAL
973
Capital Advisors Ltd
Ohio
$60K -$664 -2 -1%
LCM
974
Logan Capital Management
Pennsylvania
$59.9K
NWM
975
Navigoe Wealth Management
California
$59K +$66.4K +200 New

PSA Hedge Fund Activity: Q4 2024 in Review

1,128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2024, worth a combined $42.8B — down 17% from $51.6B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new PSA positions and 122 closed out — a net gain of 23 holders — while 410 added to existing stakes and 402 trimmed.

The largest buyer was Northern Trust, adding an estimated $249M. The largest seller was JP Morgan Chase, cutting an estimated $447M.

  • 1,128 institutional investors held Public Storage (PSA) as of Q4 2024, up from 1,127 in Q3 2024.
  • Funds reported $42.8B of Public Storage stock for Q4 2024, down 17% quarter-over-quarter.
  • 145 funds opened new Public Storage positions in Q4 2024 and 122 closed out, a net change of +23 holders.
  • The largest Public Storage buyer in Q4 2024 was Northern Trust, an estimated $249M added.
  • The largest Public Storage seller in Q4 2024 was JP Morgan Chase, an estimated $447M sold.

Based on aggregated 13F filings for Q4 2024.