We are live on ! Find out more
PSA icon

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
AT
1001
Arlington Trust
Alabama
$11.6K +$8.23K +31 +443%
FFO
1002
Fortitude Family Office
Arizona
$11.3K +$9.82K +37 New
WWM
1003
Wolff Wiese Magana
California
$11.1K -$886K -3,340 -99%
GI
1004
Gradient Investments
Minnesota
$10.8K -$6.9K -26 -43%
AEPWM
1005
Atlantic Edge Private Wealth Management
Florida
$10.7K +$9.29K +35 New
PA
1006
Pineridge Advisors
Missouri
$10.7K +$9.29K +35 New
MAWCM
1007
Mine & Arao Wealth Creation & Management
California
$10.1K
FA
1008
Financial Avengers
California
$10K
WPA
1009
West Paces Advisors
Georgia
$9.46K -$3.71K -14 -31%
MIM
1010
Manitou Investment Management
Ontario, Canada
$8.23K
IFAM
1011
Institutional & Family Asset Management
Colorado
$7.93K +$2.12K +8 +44%
CAM
1012
ClariVest Asset Management
California
$7.63K -$531 -2 -7%
NSIM
1013
North Star Investment Management
Illinois
$7.63K
AWM
1014
Abound Wealth Management
Tennessee
$7.39K +$1.06K +4 +20%
WTA
1015
Washington Trust Advisors
Massachusetts
$6.71K +$1.33K +5 +29%
HC
1016
Hoese & Co
Minnesota
$6.47K
FGA
1017
Fortis Group Advisors
New Jersey
$6.1K +$2.65K +10 +100%
HBW
1018
Hazlett, Burt & Watson
West Virginia
$6K
DIP
1019
DT Investment Partners
Pennsylvania
$5.7K
FMP
1020
Financial Management Professionals
Texas
$5K +$531 +2 +15%
S
1021
Sachetta
Massachusetts
$4.27K +$3.71K +14 New
PVH
1022
Psagot Value Holdings
Israel
$4K +$3.45K +13 New
AP
1023
Aspect Partners
Virginia
$3.96K +$3.45K +13 New
RTL
1024
Red Tortoise LLC
Georgia
$3.96K +$3.45K +13 New
GEA
1025
Glen Eagle Advisors
New Jersey
$3.66K

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.