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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
OA
1026
Operose Advisors
Wisconsin
$3.66K
MSWM
1027
McGlone Suttner Wealth Management
Wisconsin
$3.53K +$3.18K +12 New
QC
1028
Quent Capital
New York
$3.35K +$2.92K +11 New
DF
1029
Dunhill Financial
United Kingdom
$3.34K +$2.92K +11 New
AIMA
1030
Ables Iannone Moore & Associates
Georgia
$3.05K +$2.65K +10 New
VWM
1031
Venturi Wealth Management
Texas
$2.75K -$1.86K -7 -44%
CPG
1032
Cornerstone Planning Group
New Jersey
$2.75K -$531 -2 -18%
TCA
1033
Trifecta Capital Advisors
Illinois
$2.75K
Kayne Anderson Rudnick Investment Management
1034
Kayne Anderson Rudnick Investment Management
California
$2.45K +$1.86K +7 +700%
ACA
1035
Atlas Capital Advisors
Wyoming
$2.44K
MA
1036
MCF Advisors
Kentucky
$2.44K
JSAM
1037
J. Safra Asset Management
New York
$2.44K +$2.12K +8 New
PWMG
1038
Private Wealth Management Group
New Jersey
$2.44K +$2.12K +8 New
AAP
1039
Arax Advisory Partners
Colorado
$2.15K -$265 -1 -13%
FRA
1040
Frank Rimerman Advisors
California
$2.13K +$1.86K +7 New
AW
1041
Avion Wealth
Texas
$2K +$1.06K +4 +200%
EBA
1042
Eagle Bay Advisors
New York
$1.83K -$1.06K -4 -40%
AWM
1043
Atticus Wealth Management
Florida
$1.83K
TFM
1044
TFC Financial Management
Massachusetts
$1.83K
VCM
1045
Versant Capital Management
Arizona
$1.52K -$2.65K -10 -67%
RCM
1046
Raleigh Capital Management
North Carolina
$1.52K +$1.33K +5 New
KFI
1047
Key Financial Inc
Pennsylvania
$1.22K
T
1048
Tidemark
California
$1.22K +$1.06K +4 New
Loomis, Sayles & Company
1049
Loomis, Sayles & Company
Massachusetts
$1K +$1.06K +4 New
DFA
1050
DHJJ Financial Advisors
Illinois
$915

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.