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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
DI
1126
DAGCO Inc
Ohio
-$106K -349 Closed
ASBI
1127
American State Bank (Iowa)
Iowa
-$102K -335 Closed
AWM
1128
Able Wealth Management
New Jersey
-$89.3K -293 Closed
TWM
1129
Tradition Wealth Management
Minnesota
-$79K -260 Closed
GWS
1130
Glassman Wealth Services
Virginia
-$77.8K -255 Closed
SSG
1131
Summit Securities Group
New York
-$61K -200 Closed
LA
1132
LM Advisors
California
-$60.1K -197 Closed
GG
1133
Greenwood Gearhart
Arkansas
-$58.9K -193 Closed
RFA
1134
Resurgent Financial Advisors
Georgia
-$43.9K -144 Closed
TCWA
1135
Turtle Creek Wealth Advisors
Texas
-$35.4K -116 Closed
EC
1136
EdgeRock Capital
Colorado
-$31.7K -113 Closed
PO
1137
Private Ocean
California
-$33.9K -111 Closed
FWM
1138
Focused Wealth Management
New York
-$32.3K -106 Closed
CSC
1139
Caldwell Sutter Capital
California
-$31.4K -103 Closed
LI
1140
Louisbourg Investments
New Brunswick, Canada
-$29.3K -96 Closed
MSG
1141
Main Street Group
Virginia
-$22.9K -75 Closed
CG
1142
Cutler Group
California
-$18K -62 Closed
PAI
1143
Pittenger & Anderson Inc
Nebraska
-$15.3K -50 Closed
PVH
1144
Psagot Value Holdings
Israel
-$4K -13 Closed
MSWM
1145
McGlone Suttner Wealth Management
Wisconsin
-$3.53K -12 Closed
AIMA
1146
Ables Iannone Moore & Associates
Georgia
-$3.05K -10 Closed
FSWA
1147
Financial Synergies Wealth Advisors
Texas
-$841 -3 Closed
GWSA
1148
Global Wealth Strategies & Associates
Colorado
-$273 -1 Closed
FCAS
1149
First Command Advisory Services
Texas
+$1.15K +4 New

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.