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Public Storage

1,057 hedge funds and large institutions have $42.7B invested in Public Storage in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 394 increasing their positions, 366 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 71

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

15% more capital invested

Capital invested by funds: $37.3B → $42.7B (+$5.42B)

8% more funds holding

Funds holding: 9781,057 (+79)

9% more call options, than puts

Call options by funds: $164M | Put options by funds: $150M

8% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 366

0.95% less ownership

Funds ownership: 80.67%79.73% (-0.95%)

Holders
1,057
Holders Change
+79
Holders Change %
+8.08%
% of All Funds
15.41%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
163
Increased
394
Reduced
366
Closed
71
Calls
$164M
Puts
$150M
Net Calls
+$14.1M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
151
Eagle Ridge Investment Management
Connecticut
$18.8M -$4.51M -16,982 -22%
KBC Group
152
KBC Group
Belgium
$18.6M +$1.36M +5,138 +9%
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$18.2M +$399K +1,505 +3%
FAF
154
Första AP-fonden
Sweden
$17.9M -$823K -3,100 -5%
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$17.5M +$1.35M +5,096 +10%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$17.3M +$321K +1,211 +2%
Swedbank
157
Swedbank
Sweden
$17.3M +$835K +3,147 +6%
URS
158
Utah Retirement Systems
Utah
$16.9M +$6.19M +23,312 +72%
DSA
159
Davis Selected Advisers
Arizona
$16.6M -$878K -3,310 -6%
CAMG
160
CWA Asset Management Group
Florida
$15.7M +$38.2K +144 +0.3%
MWM
161
Moran Wealth Management
Florida
$15.5M -$8.17M -30,792 -38%
BAMF
162
BI Asset Management Fondsmaeglerselskab
Denmark
$15.1M +$7.11M +26,810 +118%
Victory Capital Management
163
Victory Capital Management
Texas
$15M -$1.65M -6,228 -11%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$14.7M -$22.3M -83,922 -63%
MNG
165
Manning & Napier Group
New York
$14.7M -$635K -2,394 -5%
SOMRS
166
State of Michigan Retirement System
Michigan
$14.6M +$53.1K +200 +0.4%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$14.5M +$1.61M +6,072 +15%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$14.2M -$28.9M -108,848 -70%
Natixis Advisors
169
Natixis Advisors
Massachusetts
$14.2M +$991K +3,736 +9%
TI
170
Tidal Investments
Wisconsin
$14.2M +$876K +3,303 +8%
EWM
171
Edge Wealth Management
New York
$14.1M -$76.4K -288 -0.6%
US Bancorp
172
US Bancorp
Minnesota
$14.1M +$41.7K +157 +0.3%
UM
173
UniSuper Management
Australia
$14.1M +$91K +343 +0.7%
WCF
174
West Coast Financial
California
$14M +$6.12M +23,060 +101%
SMDAM
175
Sumitomo Mitsui DS Asset Management
Japan
$13.9M +$112K +421 +0.9%

PSA Hedge Fund Activity: Q4 2023 in Review

1,057 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2023, worth a combined $42.7B — up 15% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PSA positions and 71 closed out — a net gain of 92 holders — while 394 added to existing stakes and 366 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $428M. The largest seller was Capital International Investors, cutting an estimated $1.29B.

  • 1,057 institutional investors held Public Storage (PSA) as of Q4 2023, up from 978 in Q3 2023.
  • Funds reported $42.7B of Public Storage stock for Q4 2023, up 15% quarter-over-quarter.
  • 163 funds opened new Public Storage positions in Q4 2023 and 71 closed out, a net change of +92 holders.
  • The largest Public Storage buyer in Q4 2023 was Morgan Stanley, an estimated $428M added.
  • The largest Public Storage seller in Q4 2023 was Capital International Investors, an estimated $1.29B sold.

Based on aggregated 13F filings for Q4 2023.