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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.32B +$4.62M +17,417 +0.1%
BlackRock
2
BlackRock
New York
$4.94B +$119M +447,953 +3%
State Street
3
State Street
Massachusetts
$3.48B +$63.1M +237,816 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.59B +$84.2M +317,172 +6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.28B -$12.6M -47,341 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.12B -$74.5M -280,644 -7%
Morgan Stanley
7
Morgan Stanley
New York
$1B +$428M +1,612,829 +96%
Capital International Investors
8
Capital International Investors
California
$993M -$1.29B -4,854,165 -60%
Norges Bank
9
Norges Bank
Norway
$821M +$99.6M +375,249 +16%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$805M +$344M +1,295,809 +97%
Charles Schwab
11
Charles Schwab
California
$794M +$57.4M +216,331 +9%
JP Morgan Chase
12
JP Morgan Chase
New York
$774M -$167M -629,427 -20%
Legal & General Group
13
Legal & General Group
United Kingdom
$725M +$20.7M +78,094 +3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$663M -$2.94M -11,093 -0.5%
AAMU
15
APG Asset Management US
New York
$633M +$24.7M +93,122 +5%
Northern Trust
16
Northern Trust
Illinois
$560M -$126M -474,914 -21%
Cohen & Steers
17
Cohen & Steers
New York
$472M -$158M -593,728 -28%
Deutsche Bank
18
Deutsche Bank
Germany
$453M +$45.7M +172,079 +13%
UBS AM
19
UBS AM
Illinois
$431M +$19.4M +72,935 +5%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$422M +$68.9M +259,825 +23%
American Century Companies
21
American Century Companies
Missouri
$398M -$6.63M -24,993 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$372M -$47.5M -178,919 -13%
Ameriprise
23
Ameriprise
Minnesota
$369M -$21.8M -82,187 -6%
Invesco
24
Invesco
Georgia
$362M +$12.4M +46,636 +4%
N
25
Nuveen
North Carolina
$358M -$4.27M -16,107 -1%

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.