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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
VC
1101
Vicus Capital
Pennsylvania
-$217K -825 Closed
NC
1102
NBW Capital
Massachusetts
-$217K -824 Closed
ECM
1103
Evergreen Capital Management
Washington
-$214K -811 Closed
RB
1104
Renasant Bank
Mississippi
-$212K -804 Closed
PWM
1105
Peterson Wealth Management
Nevada
-$201K -762 Closed
EC
1106
Elequin Capital
New York
-$194K -737 Closed
FAM
1107
Flaharty Asset Management
Florida
-$92K -349 Closed
TCM
1108
TD Capital Management
Tennessee
-$49.5K -188 Closed
Legacy Financial Group (Iowa)
1109
Legacy Financial Group (Iowa)
Iowa
-$48.4K -184 Closed
PP
1110
Paloma Partners
Connecticut
-$31K -117 Closed
CA
1111
Crewe Advisors
Utah
-$29K -110 Closed
EARNEST Partners
1112
EARNEST Partners
Georgia
-$21.1K -80 Closed
DAC
1113
Dividend Assets Capital
South Carolina
-$17K -63 Closed
NIC
1114
Northwest Investment Counselors
Oregon
-$16.2K -61 Closed
CSPIA
1115
Cary Street Partners Investment Advisory
Virginia
-$15K -57 Closed
ITIM
1116
Indiana Trust & Investment Management
Indiana
-$12.4K -47 Closed
ANBT
1117
American National Bank & Trust
Texas
-$11.6K -44 Closed
RFA
1118
Register Financial Advisors
Georgia
-$9.22K -35 Closed
BAAM
1119
Baker Avenue Asset Management
California
-$8.7K -33 Closed
WTG
1120
West Tower Group
Virginia
-$8.17K -31 Closed
PWA
1121
Provenance Wealth Advisors
Florida
-$7.91K -30 Closed
MFT
1122
Moisand Fitzgerald Tamayo
Florida
-$6.59K -25 Closed
CSWM
1123
Cassady Schiller Wealth Management
Ohio
-$5.27K -20 Closed
WWP
1124
WR Wealth Planners
Missouri
-$3.69K -14 Closed
HT
1125
Headlands Technologies
Illinois
-$2.63K -10 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.