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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
TCBWMS
1101
Texas Capital Bank Wealth Management Services
Texas
-$310K -1,018 Closed
AG
1102
Ascent Group
Virginia
-$282K -1,004 Closed
Wolverine Trading
1103
Wolverine Trading
Illinois
-$259K -904 Closed
GIA
1104
Gladstone Institutional Advisory
Florida
-$271K -889 Closed
BC
1105
Burney Company
Virginia
-$267K -876 Closed
WCM
1106
Windham Capital Management
Massachusetts
-$267K -874 Closed
CIS
1107
Custom Index Systems
New York
-$257K -844 Closed
Fisher Asset Management
1108
Fisher Asset Management
Washington
-$246K -806 Closed
PBF
1109
Petix & Botte Financial
California
-$233K -764 Closed
DWA
1110
Delap Wealth Advisory
Oregon
-$230K -754 Closed
BHBT
1111
Burke & Herbert Bank & Trust
Virginia
-$229K -752 Closed
IA
1112
IFG Advisory
Georgia
-$229K -751 Closed
SPA
1113
Sherbrooke Park Advisers
New York
-$229K -751 Closed
AAIS
1114
ABN AMRO Investment Solutions
-$229K -750 Closed
WC
1115
Wexford Capital
Florida
-$229K -750 Closed
HA
1116
Herold Advisors
New York
-$215K -705 Closed
NWM
1117
Napa Wealth Management
California
-$214K -703 Closed
WI
1118
Wintrust Investments
Illinois
-$214K -700 Closed
SGAM
1119
Smith Group Asset Management
Texas
-$212K -695 Closed
SOS
1120
Silver Oak Securities
Tennessee
-$210K -689 Closed
A
1121
AJOVista
Massachusetts
-$204K -668 Closed
NL
1122
NWAM LLC
Washington
-$203K -665 Closed
VFA
1123
Valeo Financial Advisors
Indiana
-$202K -661 Closed
HIGP
1124
Hill Investment Group Partners
Missouri
-$201K -659 Closed
PS
1125
Planned Solutions
California
-$108K -355 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.