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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.08B +$62.3M +217,487 +1%
BlackRock
2
BlackRock
New York
$4.68B -$24M -83,822 -0.5%
State Street
3
State Street
Massachusetts
$3.05B -$264M -921,795 -8%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.58B +$62.9M +219,391 +4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.16B -$53.4M -186,122 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.1B +$28.9M +100,734 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.05B +$282M +982,802 +37%
JP Morgan Chase
8
JP Morgan Chase
New York
$848M +$110M +385,411 +15%
Norges Bank
9
Norges Bank
Norway
$842M +$60.4M +210,742 +8%
Cohen & Steers
10
Cohen & Steers
New York
$780M +$328M +1,143,097 +74%
Charles Schwab
11
Charles Schwab
California
$763M +$11.2M +38,965 +1%
Capital International Investors
12
Capital International Investors
California
$757M -$185M -646,205 -20%
Legal & General Group
13
Legal & General Group
United Kingdom
$644M -$44.6M -155,493 -7%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$636M +$6.16M +21,499 +1%
AAMU
15
APG Asset Management US
New York
$602M +$7.88M +27,500 +1%
Morgan Stanley
16
Morgan Stanley
New York
$551M -$399M -1,393,416 -42%
Northern Trust
17
Northern Trust
Illinois
$515M -$17.8M -62,135 -3%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$448M +$46.4M +161,800 +12%
UBS AM
19
UBS AM
Illinois
$399M -$10.7M -37,334 -3%
Ameriprise
20
Ameriprise
Minnesota
$375M +$24.5M +85,623 +7%
Deutsche Bank
21
Deutsche Bank
Germany
$363M -$66.8M -233,069 -16%
Invesco
22
Invesco
Georgia
$351M +$6.67M +23,280 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$343M -$10.7M -37,409 -3%
American Century Companies
24
American Century Companies
Missouri
$337M -$41.2M -143,704 -11%
N
25
Nuveen
North Carolina
$320M -$20.3M -70,952 -6%

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.