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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
USB
1026
Union Savings Bank
Connecticut
$5.8K +$5.73K +20 New
AIM
1027
Anchor Investment Management
South Carolina
$4.93K +$4.87K +17 New
NFSG
1028
Newbridge Financial Services Group
Florida
$4.35K +$4.3K +15 New
S
1029
Sachetta
Massachusetts
$4.27K
DF
1030
Dunhill Financial
United Kingdom
$4.07K +$860 +3 +27%
AP
1031
Aspect Partners
Virginia
$3.77K
RTL
1032
Red Tortoise LLC
Georgia
$3.77K
WWP
1033
WR Wealth Planners
Missouri
$3.77K +$3.73K +13 New
GEA
1034
Glen Eagle Advisors
New Jersey
$3.48K
CT
1035
Clearstead Trust
Maine
$3.48K +$3.44K +12 New
CPG
1036
Cornerstone Planning Group
New Jersey
$3.19K +$860 +3 +33%
AW
1037
Avion Wealth
Texas
$3K +$1.15K +4 +67%
FGA
1038
Fortis Group Advisors
New Jersey
$2.9K -$2.87K -10 -50%
MA
1039
MCF Advisors
Kentucky
$2.9K +$573 +2 +25%
FPF
1040
First Pacific Financial
Washington
$2.9K +$2.87K +10 New
VWM
1041
Venturi Wealth Management
Texas
$2.61K
TCA
1042
Trifecta Capital Advisors
Illinois
$2.61K
Kayne Anderson Rudnick Investment Management
1043
Kayne Anderson Rudnick Investment Management
California
$2.33K
PWMG
1044
Private Wealth Management Group
New Jersey
$2.32K
ACA
1045
Atlas Capital Advisors
Wyoming
$2.32K
AAP
1046
Arax Advisory Partners
Colorado
$2.06K
TFM
1047
TFC Financial Management
Massachusetts
$2.03K +$287 +1 +17%
FRA
1048
Frank Rimerman Advisors
California
$2.03K
EBA
1049
Eagle Bay Advisors
New York
$1.74K
ECM
1050
Everence Capital Management
Indiana
$1.74K

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.