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Public Storage

1,128 hedge funds and large institutions have $42.8B invested in Public Storage in 2024 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 410 increasing their positions, 402 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $67.5M

19% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 122

2% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 402

0% more funds holding

Funds holding: 1,1271,128 (+1)

0.22% less ownership

Funds ownership: 81.08%80.85% (-0.22%)

17% less capital invested

Capital invested by funds: $51.6B → $42.8B (-$8.75B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
1,128
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
14.86%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.21%
New
145
Increased
410
Reduced
402
Closed
122
Calls
$82.1M
Puts
$67.5M
Net Calls
+$14.6M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1201
Doheny Asset Management
California
-$218K -600 Closed
LWL
1202
Leo Wealth LLC
Texas
-$218K -600 Closed
AFP
1203
Ausdal Financial Partners
Iowa
-$218K -598 Closed
JFG
1204
Jefferies Financial Group
New York
-$218K -598 Closed
DWM
1205
Dakota Wealth Management
Florida
-$217K -596 Closed
SWMG
1206
Signature Wealth Management Group
Georgia
-$217K -596 Closed
GA
1207
Geller Advisors
New York
-$216K -594 Closed
IF
1208
IRON Financial
Illinois
-$216K -594 Closed
PWP
1209
Phillips Wealth Planners
Mississippi
-$206K -594 Closed
MGP
1210
M&G plc
United Kingdom
-$215K -591 Closed
NG
1211
Norden Group
Utah
-$212K -584 Closed
WP
1212
Wealthspan Partners
Iowa
-$213K -584 Closed
SAM
1213
Secure Asset Management
Michigan
-$212K -582 Closed
MIC
1214
Meridian Investment Counsel
California
-$211K -580 Closed
SC
1215
Stephenson & Company
California
-$210K -577 Closed
PFG
1216
PAX Financial Group
Texas
-$208K -572 Closed
MW
1217
Marcum Wealth
Ohio
-$207K -570 Closed
RWP
1218
RWA Wealth Partners
Massachusetts
-$204K -561 Closed
BW
1219
Bison Wealth
Georgia
-$203K -559 Closed
RWB
1220
RMR Wealth Builders
New Jersey
-$202K -554 Closed
MCM
1221
Mengis Capital Management
Oregon
-$201K -552 Closed
FFP
1222
FourThought Financial Partners
Florida
-$200K -550 Closed
WSC
1223
Wellington Shields & Co
New York
-$182K -500 Closed
JSAM
1224
J. Safra Asset Management
New York
-$152K -425 Closed
NS
1225
NBC Securities
Alabama
-$153K -422 Closed

PSA Hedge Fund Activity: Q4 2024 in Review

1,128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2024, worth a combined $42.8B — down 17% from $51.6B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new PSA positions and 122 closed out — a net gain of 23 holders — while 410 added to existing stakes and 402 trimmed.

The largest buyer was Northern Trust, adding an estimated $249M. The largest seller was JP Morgan Chase, cutting an estimated $447M.

  • 1,128 institutional investors held Public Storage (PSA) as of Q4 2024, up from 1,127 in Q3 2024.
  • Funds reported $42.8B of Public Storage stock for Q4 2024, down 17% quarter-over-quarter.
  • 145 funds opened new Public Storage positions in Q4 2024 and 122 closed out, a net change of +23 holders.
  • The largest Public Storage buyer in Q4 2024 was Northern Trust, an estimated $249M added.
  • The largest Public Storage seller in Q4 2024 was JP Morgan Chase, an estimated $447M sold.

Based on aggregated 13F filings for Q4 2024.