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Public Storage
PSA

1,127 hedge funds and large institutions have $51.6B invested in Public Storage in 2024 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 423 increasing their positions, 392 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 72

64% more funds holding in top 10

Funds holding in top 10: 14 → 23 (+9)

30% more capital invested

Capital invested by funds: $39.7B → $51.6B (+$11.9B)

6% more funds holding

Funds holding: 1,063 → 1,127 (+64)

2.51% more ownership

Funds ownership: 78.57% → 81.08% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 392

17% less call options, than puts

Call options by funds: $79.9M | Put options by funds: $96.6M

Holders
1,127
Holders Change
+64
Holders Change %
+6.02%
% of All Funds
16.18%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.33%
New
147
Increased
423
Reduced
392
Closed
72
Calls
$79.9M
Puts
$96.6M
Net Calls
-$16.6M
Net Calls Change
+$48.4M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$644M
2
JP Morgan Chase
JP Morgan Chase
New York
+$475M
3
UBS AM
UBS AM
Illinois
+$441M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
5
BlackRock
BlackRock
New York
+$268M

Top Sellers

Rank Fund Capital Flow
1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$218M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$193M
3
Capital International Investors
Capital International Investors
California
-$165M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$136M
5
Prudential Financial
Prudential Financial
New Jersey
-$136M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1101
Coppell Advisory Solutions
Texas
$3.57K – – –
TCA
1102
Trifecta Capital Advisors
Illinois
$3.27K – – –
TFM
1103
TFC Financial Management
Massachusetts
$3.27K +$325 +1 +13%
Kayne Anderson Rudnick Investment Management
1104
Kayne Anderson Rudnick Investment Management
California
$2.93K – – –
ACA
1105
Atlas Capital Advisors
Wyoming
$2.91K – – –
LIS
1106
Legacy Investment Solutions
Idaho
$2.68K +$2.6K +8 New
LWMI
1107
Legacy Wealth Management (Idaho)
Idaho
$2.68K +$2.6K +8 New
EBA
1108
Eagle Bay Advisors
New York
$2.18K – – –
CAC
1109
Core Alternative Capital
Georgia
$1.82K – – –
ETS
1110
ESL Trust Services
New York
$1.82K – – –
PWMG
1111
Private Wealth Management Group
New Jersey
$1.46K – – –
KFI
1112
Key Financial Inc
Pennsylvania
$1.46K – – –
CAM
1113
ClariVest Asset Management
California
$1.15K – – –
DFA
1114
DHJJ Financial Advisors
Illinois
$1.09K – – –
NL
1115
NVWM LLC
Pennsylvania
$1.09K – – –
FNWA
1116
Financial Network Wealth Advisors
Utah
$1.09K +$974 +3 New
JFG
1117
JDM Financial Group
Texas
$1.09K +$974 +3 New
VWA
1118
Valued Wealth Advisors
Utah
$1.09K +$974 +3 New
WCM
1119
Winthrop Capital Management
Indiana
$1K -$325 -1 -20%
HFS
1120
Horizon Financial Services
North Carolina
$728 – – –
VAMG
1121
Voisard Asset Management Group
Michigan
$728 +$649 +2 New
CAM
1122
Chesapeake Asset Management
New York
$727 +$649 +2 New
HCP
1123
Hexagon Capital Partners
Arkansas
$400 -$325 -1 -50%
BAMCO Inc
1124
BAMCO Inc
New York
$364 -$1.88M -5,799 -100%
FHA
1125
First Horizon Advisors
Tennessee
$364 – – –
43 44
45
46 47

PSA Hedge Fund Activity: Q3 2024 in Review

1,127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2024, worth a combined $51.6B — up 30% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new PSA positions and 72 closed out — a net gain of 75 holders — while 423 added to existing stakes and 392 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $644M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $218M.

  • 1,127 institutional investors held Public Storage (PSA) as of Q3 2024, up from 1,063 in Q2 2024.
  • Funds reported $51.6B of Public Storage stock for Q3 2024, up 30% quarter-over-quarter.
  • 147 funds opened new Public Storage positions in Q3 2024 and 72 closed out, a net change of +75 holders.
  • The largest Public Storage buyer in Q3 2024 was Cohen & Steers, an estimated $644M added.
  • The largest Public Storage seller in Q3 2024 was CBRE Investment Management Listed Real Assets, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2024.