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Public Storage

958 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, 350 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: 933958 (+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: 350

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
958
Holders Change
+25
Holders Change %
+2.68%
% of All Funds
15.4%
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
350
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
Bessemer Group
376
Bessemer Group
New Jersey
$1.5M -$77.9K -267 -5%
HI
377
Horizon Investments
North Carolina
$1.49M +$490K +1,682 +46%
BSB
378
Bangor Savings Bank
Maine
$1.49M -$171K -587 -10%
Mercer Global Advisors
379
Mercer Global Advisors
Colorado
$1.49M -$222K -761 -13%
AF
380
Allworth Financial
California
$1.48M +$138K +474 +10%
KeyBank National Association
381
KeyBank National Association
Ohio
$1.47M -$51.6K -177 -3%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$1.45M +$465K +1,596 +45%
NW
383
Naviter Wealth
Arkansas
$1.44M +$191K +656 +16%
PT
384
Plimoth Trust
Massachusetts
$1.43M +$8.75K +30 +0.6%
UB
385
UMB Bank
Missouri
$1.42M +$67.4K +231 +5%
MGP
386
Metis Global Partners
California
$1.41M +$376K +1,288 +34%
GFA
387
Gifford Fong Associates
California
$1.4M
CIA
388
Cascade Investment Advisors
Oregon
$1.4M +$36.5K +125 +3%
NMIMC
389
Northwestern Mutual Investment Management Company
Wisconsin
$1.39M -$267K -914 -16%
SLI
390
Sumitomo Life Insurance
Japan
$1.38M -$18.7K -64 -1%
SC
391
Sawyer & Company
Massachusetts
$1.38M
LA
392
Lindenwold Advisors
Pennsylvania
$1.36M -$2.63K -9 -0.2%
QCM
393
Quantinno Capital Management
New York
$1.34M +$38.8K +133 +3%
BBVA
394
Banco Bilbao Vizcaya Argentaria
Spain
$1.32M -$232K -796 -14%
HWAM
395
Hennion & Walsh Asset Management
New Jersey
$1.32M +$290K +993 +27%
JAG
396
Journey Advisory Group
Kentucky
$1.31M -$191K -656 -12%
HW
397
Hancock Whitney
Mississippi
$1.31M -$64.4K -221 -5%
TRCT
398
Tower Research Capital (TRC)
New York
$1.28M -$1.11M -3,803 -45%
ZIG
399
Zurich Insurance Group
Switzerland
$1.26M
SBIA
400
Sheaff Brock Investment Advisors
Indiana
$1.25M +$14.9K +51 +1%

PSA Hedge Fund Activity: Q4 2022 in Review

958 of the 6,222 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 350 trimmed.

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

  • 958 institutional investors held Public Storage (PSA) as of Q4 2022, up from 933 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.