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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
MCM
976
MV Capital Management
Maryland
$21.2K
T
977
Tidemark
California
$20.7K +$19.2K +67 +1,675%
AGWCA
978
Annis Gardner Whiting Capital Advisors
Florida
$20.6K +$3.44K +12 +20%
VNA
979
Valley National Advisers
Pennsylvania
$20K -$150K -523 -88%
GWSG
980
GPS Wealth Strategies Group
Colorado
$19.9K +$8.6K +30 +79%
JSAM
981
J. Safra Asset Management
New York
$18.9K +$16.3K +57 +713%
NCTC
982
New Covenant Trust Company
Indiana
$17.7K +$17.5K +61 New
KFS
983
Kelly Financial Services
Massachusetts
$17.6K +$287 +1 +2%
CBT
984
CoreFirst Bank & Trust
Kansas
$17.4K
LB
985
Legacy Bridge
Iowa
$17.1K
BIA
986
Bell Investment Advisors
California
$16K +$573 +2 +4%
GKIM
987
GW&K Investment Management
Massachusetts
$15K -$287 -1 -2%
NS
988
NBC Securities
Alabama
$15K
BCMLT
989
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.8K -$6.88K -24 -32%
CT
990
Caldwell Trust
Florida
$14.5K
HNB
991
Hilltop National Bank
Wyoming
$14.5K +$14.3K +50 New
HWA
992
Heritage Wealth Advisors
Virginia
$14K +$13.8K +48 New
BBHC
993
Brown Brothers Harriman & Co
New York
$13.6K -$10.9K -38 -45%
PP
994
Paloma Partners
Connecticut
$13.6K +$13.5K +47 New
ADL
995
Asset Dedication LLC
California
$13K
Loomis, Sayles & Company
996
Loomis, Sayles & Company
Massachusetts
$13K +$12K +42 +1,050%
TAM
997
Tucker Asset Management
Colorado
$12.5K -$55.3K -193 -82%
IRC
998
Investors Research Corp
Georgia
$11.9K
FCA
999
FinTrust Capital Advisors
South Carolina
$11.3K -$3.15K -11 -22%
HIA
1000
Harbor Investment Advisory
Maryland
$11.3K

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.