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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
CAS
1051
Coppell Advisory Solutions
Texas
$915 +$796 +3 New
FSWA
1052
Financial Synergies Wealth Advisors
Texas
$841
HCP
1053
Hexagon Capital Partners
Arkansas
$327 +$265 +1 +100%
FHA
1054
First Horizon Advisors
Tennessee
$305 -$24.4K -92 -99%
TC
1055
Truvestments Capital
Florida
$305 -$13.5K -51 -98%
HWP
1056
Highline Wealth Partners
California
$305
GWSA
1057
Global Wealth Strategies & Associates
Colorado
$273
SS
1058
Sunbelt Securities
Texas
$214 -$22.8K -86 -99%
DWM
1059
Dogwood Wealth Management
Kansas
$8
RC
1060
Resolution Capital
Australia
-$139M -527,800 Closed
WCP
1061
Waterfront Capital Partners
New York
-$31.6M -120,000 Closed
EIP
1062
Epoch Investment Partners
New York
-$17.1M -64,991 Closed
Tudor Investment Corp
1063
Tudor Investment Corp
Connecticut
-$11.2M -42,305 Closed
Coatue Management
1064
Coatue Management
New York
-$5.96M -22,606 Closed
AAS
1065
Annex Advisory Services
Wisconsin
-$4.1M -15,562 Closed
AWA
1066
Aaron Wealth Advisors
Illinois
-$2.56M -9,707 Closed
EW
1067
Evoke Wealth
California
-$2.11M -7,989 Closed
GCP
1068
GSA Capital Partners
United Kingdom
-$1.69M -6,428 Closed
CW
1069
Connectus Wealth
Ohio
-$1.59M -5,923 Closed
CA
1070
Continuum Advisory
Idaho
-$1.43M -5,437 Closed
XT
1071
XTX Topco
Cayman Islands
-$1.26M -4,788 Closed
TF
1072
Trek Financial
Arizona
-$1.26M -4,774 Closed
EAM
1073
Eagle Asset Management
Florida
-$1.11M -4,226 Closed
YIH
1074
Y-Intercept (HK)
Hong Kong
-$1.08M -4,110 Closed
VF
1075
Virtu Financial
New York
-$1.05M -3,998 Closed

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.