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Public Storage

1,142 hedge funds and large institutions have $42.1B invested in Public Storage in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 475 increasing their positions, 369 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 87

29% more repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 369

1% more funds holding

Funds holding: 1,1281,142 (+14)

0.4% less ownership

Funds ownership: 80.85%80.46% (-0.4%)

2% less capital invested

Capital invested by funds: $42.8B → $42.1B (-$701M)

8% less call options, than puts

Call options by funds: $57.1M | Put options by funds: $62M

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
1,142
Holders Change
+14
Holders Change %
+1.24%
% of All Funds
15.31%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
116
Increased
475
Reduced
369
Closed
87
Calls
$57.1M
Puts
$62M
Net Calls
-$4.89M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1101
Dogwood Wealth Management
Kansas
$2.99K +$2.99K +10 New
HFS
1102
Hughes Financial Services
Virginia
$2.99K +$2.99K +10 New
KIM
1103
Kestra Investment Management
Texas
$2.69K -$71.8K -240 -96%
TFM
1104
TFC Financial Management
Massachusetts
$2.69K
TCA
1105
Trifecta Capital Advisors
Illinois
$2.69K
BWM
1106
Bernard Wealth Management
Michigan
$2.69K +$2.69K +9 New
LB
1107
Legacy Bridge
Iowa
$2.4K -$17.6K -59 -88%
ACA
1108
Atlas Capital Advisors
Wyoming
$2.39K
CWP
1109
Clark Wealth Partners
Illinois
$2.39K +$299 +1 +14%
DJSG
1110
D.J. St. Germain
Massachusetts
$2.1K +$2.09K +7 New
RCM
1111
Raleigh Capital Management
North Carolina
$1.8K -$16.1K -54 -90%
GP
1112
Greenline Partners
New York
$1.8K +$1.79K +6 New
PWAM
1113
Private Wealth Asset Management
Iowa
$1.8K +$1.79K +6 New
MA
1114
MCF Advisors
Kentucky
$1.5K -$2.39K -8 -62%
AFG
1115
Albion Financial Group
Utah
$1.5K
CAC
1116
Core Alternative Capital
Georgia
$1.5K
ETS
1117
ESL Trust Services
New York
$1.5K
BFS
1118
Bare Financial Services
Pennsylvania
$1.5K +$1.5K +5 New
WW
1119
Winnow Wealth
Texas
$1.25K +$598 +2 +67%
PWMG
1120
Private Wealth Management Group
New Jersey
$1.2K
CIA
1121
Cape Investment Advisory
Georgia
$1.2K -$6.28K -21 -84%
KFI
1122
Key Financial Inc
Pennsylvania
$1.2K
NL
1123
NVWM LLC
Pennsylvania
$1.2K +$299 +1 +33%
FNWA
1124
Financial Network Wealth Advisors
Utah
$1.2K +$1.2K +4 New
IHWM
1125
Iron Horse Wealth Management
Iowa
$1.2K +$1.2K +4 New