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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
CAC
1051
Core Alternative Capital
Georgia
$1.45K -$13.8K -48 -91%
VCM
1052
Versant Capital Management
Arizona
$1.45K
KFI
1053
Key Financial Inc
Pennsylvania
$1.16K
CSB
1054
City State Bank
Iowa
$1K +$1.43K +5 New
WCM
1055
Winthrop Capital Management
Indiana
$1K +$1.43K +5 New
DFA
1056
DHJJ Financial Advisors
Illinois
$871
NL
1057
NVWM LLC
Pennsylvania
$870 +$860 +3 New
DWA
1058
Delos Wealth Advisors
Texas
$581 +$573 +2 New
HFS
1059
Horizon Financial Services
North Carolina
$580 +$573 +2 New
HCP
1060
Hexagon Capital Partners
Arkansas
$313 -$287 -1 -50%
FHA
1061
First Horizon Advisors
Tennessee
$290
HWP
1062
Highline Wealth Partners
California
$290
TC
1063
Truvestments Capital
Florida
$290
RFG
1064
RFP Financial Group
Georgia
$290 +$287 +1 New
FGAM
1065
Financial Gravity Asset Management
Texas
$117
DWM
1066
Dogwood Wealth Management
Kansas
$5
GC
1067
Gillson Capital
Illinois
-$23.6M -77,491 Closed
PI
1068
PineBridge Investments
New York
-$10.8M -35,567 Closed
MG
1069
Marex Group
-$9.15M -30,000 Closed
Voloridge Investment Management
1070
Voloridge Investment Management
Florida
-$8.59M -28,172 Closed
SDIC
1071
South Dakota Investment Council
South Dakota
-$8M -26,221 Closed
BPCE
1072
Bank Pictet & Cie (Europe)
Germany
-$6.93M -22,732 Closed
JAM
1073
JLP Asset Management
New York
-$6.33M -20,744 Closed
Jacobs Levy Equity Management
1074
Jacobs Levy Equity Management
New Jersey
-$3.92M -12,843 Closed
IAIM
1075
International Assets Investment Management
Florida
-$70.8K -10,204 Closed

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.