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Public Storage

957 hedge funds and large institutions have $38.7B invested in Public Storage in 2022 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 343 increasing their positions, 349 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 71

18% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $58.3M

3% more funds holding

Funds holding: 932957 (+25)

0.47% more ownership

Funds ownership: 79.49%79.96% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 349

5% less capital invested

Capital invested by funds: $40.7B → $38.7B (-$1.94B)

30% less funds holding in top 10

Funds holding in top 10: 2719 (-8)

Holders
957
Holders Change
+25
Holders Change %
+2.68%
% of All Funds
15.38%
Holding in Top 10
19
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-29.63%
% of All Funds
0.31%
New
114
Increased
343
Reduced
349
Closed
71
Calls
$68.6M
Puts
$58.3M
Net Calls
+$10.3M
Net Calls Change
-$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
301
Dupont Capital Management
Delaware
$3.32M -$427K -1,464 -11%
SFI
302
Siemens Fonds Invest
Germany
$3.31M -$174K -595 -5%
HIMCH
303
Hartford Investment Management Co (HIMCO)
Connecticut
$3.28M -$1.63M -5,604 -32%
VLKIM
304
Van Lanschot Kempen Investment Management
Netherlands
$3.27M +$1.34M +4,582 +65%
OC
305
Oppenheimer & Co
New York
$3.25M +$200K +685 +6%
OAM
306
Oppenheimer Asset Management
New York
$3.23M -$338K -1,158 -9%
SC
307
Settian Capital
New York
$3.22M +$146K +500 +5%
PTCG
308
Pring Turner Capital Group
California
$3.21M -$82.8K -284 -2%
NB
309
Northwest Bancshares
Pennsylvania
$3.2M +$3.34M +11,437 New
TA
310
Townsend & Associates
Colorado
$3.19M +$37K +127 +1%
CCFCSB
311
Cape Cod Five Cents Savings Bank
Massachusetts
$3.16M +$253K +868 +8%
CAN
312
Cetera Advisor Networks
California
$3.14M +$442K +1,517 +16%
IC
313
IEQ Capital
California
$3.13M +$336K +1,151 +11%
CGH
314
Crossmark Global Holdings
Texas
$3.07M +$212K +728 +7%
LMIM
315
Lockheed Martin Investment Management
Maryland
$3.07M +$321K +1,100 +11%
IMCOOI
316
Investment Management Corp of Ontario (IMCO)
Canada
$3.04M +$3.16M +10,847 New
NWM
317
Nicola Wealth Management
British Columbia, Canada
$2.96M +$793K +2,720 +35%
AWM
318
AE Wealth Management
Kansas
$2.93M +$266K +911 +10%
PS
319
Pensionfund Sabic
Netherlands
$2.89M
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$2.86M +$29.2K +100 +1%
CWM
321
Concentric Wealth Management
California
$2.86M +$25.1K +86 +0.9%
PA
322
PFG Advisors
Arizona
$2.83M -$96.5K -331 -3%
SPIA
323
Steward Partners Investment Advisory
New York
$2.62M +$85.7K +294 +3%
JWM
324
JGP Wealth Management
Oregon
$2.6M -$51K -175 -2%
PFC
325
Phocas Financial Corp
California
$2.59M +$570K +1,955 +27%

PSA Hedge Fund Activity: Q4 2022 in Review

957 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2022, worth a combined $38.7B — down 4.8% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PSA positions and 71 closed out — a net gain of 43 holders — while 343 added to existing stakes and 349 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $172M. The largest seller was Cohen & Steers, cutting an estimated $292M.

  • 957 institutional investors held Public Storage (PSA) as of Q4 2022, up from 932 in Q3 2022.
  • Funds reported $38.7B of Public Storage stock for Q4 2022, down 4.8% quarter-over-quarter.
  • 114 funds opened new Public Storage positions in Q4 2022 and 71 closed out, a net change of +43 holders.
  • The largest Public Storage buyer in Q4 2022 was First Trust Advisors, an estimated $172M added.
  • The largest Public Storage seller in Q4 2022 was Cohen & Steers, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2022.