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Public Storage

1,063 hedge funds and large institutions have $39.7B invested in Public Storage in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 445 increasing their positions, 365 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 365

13% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 82

0% less funds holding

Funds holding: 1,0651,063 (-2)

2% less capital invested

Capital invested by funds: $40.7B → $39.7B (-$1B)

1.54% less ownership

Funds ownership: 80.11%78.57% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

49% less call options, than puts

Call options by funds: $68.3M | Put options by funds: $133M

Holders
1,063
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
15.35%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
93
Increased
445
Reduced
365
Closed
82
Calls
$68.3M
Puts
$133M
Net Calls
-$65M
Net Calls Change
+$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
1026
WR Wealth Planners
Missouri
$4.32K +$552 +2 +15%
PA
1027
PSI Advisors
Florida
$4.32K +$4.14K +15 New
AP
1028
Aspect Partners
Virginia
$4.03K +$276 +1 +8%
CPG
1029
Cornerstone Planning Group
New Jersey
$3.95K +$276 +1 +8%
DF
1030
Dunhill Financial
United Kingdom
$3.84K -$276 -1 -7%
RTL
1031
Red Tortoise LLC
Georgia
$3.74K
OA
1032
Operose Advisors
Wisconsin
$3.45K -$4.14K -15 -56%
CT
1033
Clearstead Trust
Maine
$3.45K
GEA
1034
Glen Eagle Advisors
New Jersey
$3.45K
Loomis, Sayles & Company
1035
Loomis, Sayles & Company
Massachusetts
$3K -$10.2K -37 -80%
MA
1036
MCF Advisors
Kentucky
$2.88K
HWP
1037
Highline Wealth Partners
California
$2.88K +$2.48K +9 +900%
CAS
1038
Coppell Advisory Solutions
Texas
$2.88K +$2.76K +10 New
TCA
1039
Trifecta Capital Advisors
Illinois
$2.59K
Kayne Anderson Rudnick Investment Management
1040
Kayne Anderson Rudnick Investment Management
California
$2.31K
TFM
1041
TFC Financial Management
Massachusetts
$2.3K +$276 +1 +14%
ACA
1042
Atlas Capital Advisors
Wyoming
$2.3K
UWS
1043
Unique Wealth Strategies
Illinois
$2.03K +$1.93K +7 New
EBA
1044
Eagle Bay Advisors
New York
$1.73K
BWP
1045
Baldwin Wealth Partners
Massachusetts
$1.73K +$1.66K +6 New
ECM
1046
Everence Capital Management
Indiana
$1.55K
CAC
1047
Core Alternative Capital
Georgia
$1.44K
ETS
1048
ESL Trust Services
New York
$1.44K +$1.38K +5 New
CAM
1049
ClariVest Asset Management
California
$1.15K -$6.89K -25 -86%
PWMG
1050
Private Wealth Management Group
New Jersey
$1.15K -$1.1K -4 -50%

PSA Hedge Fund Activity: Q2 2024 in Review

1,063 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2024, worth a combined $39.7B — down 2.5% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new PSA positions and 82 closed out — a net gain of 11 holders — while 445 added to existing stakes and 365 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was UBS AM, cutting an estimated $328M.

  • 1,063 institutional investors held Public Storage (PSA) as of Q2 2024, down from 1,065 in Q1 2024.
  • Funds reported $39.7B of Public Storage stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 93 funds opened new Public Storage positions in Q2 2024 and 82 closed out, a net change of +11 holders.
  • The largest Public Storage buyer in Q2 2024 was Fidelity Investments, an estimated $148M added.
  • The largest Public Storage seller in Q2 2024 was UBS AM, an estimated $328M sold.

Based on aggregated 13F filings for Q2 2024.