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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
AWP
401
Ascent Wealth Partners
New York
$1.25M +$154K +527 +13%
OPA
402
Old Port Advisors
Maine
$1.25M +$79.6K +273 +7%
ET
403
Equitable Trust
Tennessee
$1.25M -$279K -956 -18%
FMC
404
First Merchants Corp
Indiana
$1.21M +$43.7K +150 +4%
CCIA
405
Campbell & Co Investment Adviser
Maryland
$1.21M +$211K +722 +20%
MPPLM
406
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.19M +$85.2K +292 +7%
SAMC
407
Spectrum Asset Management (California)
California
$1.19M +$10.2K +35 +0.8%
BFA
408
Bragg Financial Advisors
North Carolina
$1.16M +$144K +494 +14%
MFG
409
Merit Financial Group
Georgia
$1.16M +$20.4K +70 +2%
FIM
410
Freedom Investment Management
Connecticut
$1.16M -$81.4K -279 -6%
SW
411
SteelPeak Wealth
California
$1.15M +$169K +581 +16%
Group One Trading
412
Group One Trading
Illinois
$1.13M +$1.18M +4,048 New
ACMA
413
Arbor Capital Management (Alaska)
Alaska
$1.13M +$10.5K +36 +0.9%
V
414
Veritable
Delaware
$1.12M +$180K +616 +18%
MLL
415
Moody Lynn & Lieberson
Massachusetts
$1.12M
WC
416
Wexford Capital
Florida
$1.12M +$1.16M +3,989 New
AAS
417
Avantax Advisory Services
Texas
$1.11M +$798K +2,738 +222%
CA
418
Commerzbank Aktiengesellschaft
Germany
$1.11M +$183K +628 +19%
BSW
419
Buckingham Strategic Wealth
Missouri
$1.09M +$2.04K +7 +0.2%
HTC
420
Haverford Trust Company
Pennsylvania
$1.09M
ETC
421
Exchange Traded Concepts
Oklahoma
$1.08M +$207K +711 +23%
HI
422
Hendershot Investments
Virginia
$1.08M
BB
423
Busey Bank
Illinois
$1.07M -$122K -419 -10%
SC
424
Saturna Capital
Washington
$1.07M -$33.5K -115 -3%
IF
425
Intrua Financial
Texas
$1.06M +$252K +863 +30%

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.