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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
AWM
976
Avior Wealth Management
Nebraska
$22.1K -$19.4K -73 -50%
SAM
977
Smartleaf Asset Management
Massachusetts
$21.9K +$18.8K +71 New
QL
978
Quarry LP
New York
$21.4K +$5.04K +19 +37%
LSA
979
Leonteq Securities AG
Switzerland
$20.4K +$11.4K +43 +179%
BCMLT
980
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.8K
BWM
981
Baystate Wealth Management
Massachusetts
$18.4K
CBT
982
CoreFirst Bank & Trust
Kansas
$18.3K
DWMG
983
DB Wealth Management Group
California
$18.3K
KFS
984
Kelly Financial Services
Massachusetts
$18.3K +$265 +1 +2%
CG
985
Cutler Group
California
$18K -$135K -507 -89%
LB
986
Legacy Bridge
Iowa
$18K
AGWCA
987
Annis Gardner Whiting Capital Advisors
Florida
$18K +$1.86K +7 +13%
BIA
988
Bell Investment Advisors
California
$16.2K -$2.92K -11 -17%
CAC
989
Core Alternative Capital
Georgia
$16.1K -$3.18K -12 -18%
NS
990
NBC Securities
Alabama
$16K -$796 -3 -5%
GKIM
991
GW&K Investment Management
Massachusetts
$16K +$2.12K +8 +19%
CT
992
Caldwell Trust
Florida
$15.3K
FCA
993
FinTrust Capital Advisors
South Carolina
$15.3K
PAI
994
Pittenger & Anderson Inc
Nebraska
$15.3K
ADL
995
Asset Dedication LLC
California
$14K
BGAI
996
Bruce G. Allen Investments
Colorado
$13.1K +$11.4K +43 New
IRC
997
Investors Research Corp
Georgia
$12.5K
DF
998
DecisionPoint Financial
Arizona
$11.9K
HIA
999
Harbor Investment Advisory
Maryland
$11.9K
GWSG
1000
GPS Wealth Strategies Group
Colorado
$11.7K -$23.1K -87 -70%

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.