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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
PFS
451
Prospera Financial Services
Texas
$909K +$61.2K +210 +7%
RCG
452
Regatta Capital Group
California
$901K -$65.9K -226 -7%
OPS
453
Orion Portfolio Solutions
Nebraska
$893K -$54.5K -187 -6%
MF
454
Magnetar Financial
Illinois
$883K +$919K +3,150 New
SWM
455
Segment Wealth Management
Texas
$881K +$72.9K +250 +9%
EWM
456
Evercore Wealth Management
New York
$880K +$19.8K +68 +2%
Assenagon Asset Management
457
Assenagon Asset Management
Luxembourg
$880K -$44.3K -152 -5%
UH
458
Unigestion Holding
Switzerland
$876K +$70.9K +243 +9%
SF
459
Symphony Financial
Texas
$865K +$115K +394 +15%
CBNLCF
460
Cognios Beta Neutral Large Cap Fund
Kansas
$862K +$897K +3,077 New
PA
461
Profund Advisors
Maryland
$851K -$21K -72 -2%
FLI
462
Family Legacy Inc
South Carolina
$851K +$23.3K +80 +3%
BRWA
463
B. Riley Wealth Advisors
Florida
$848K +$209K +718 +31%
PFO
464
Pathstone Family Office
New Jersey
$846K -$1M -3,437 -53%
IAN
465
Integrated Advisors Network
Texas
$844K -$28.6K -98 -3%
BCV
466
Banque Cantonale Vaudoise
Switzerland
$838K -$991K -3,400 -53%
EAM
467
Erste Asset Management
Austria
$834K +$514K +1,763 +143%
CM
468
Columbus Macro
Pennsylvania
$833K -$11.1K -38 -1%
HA
469
Heartland Advisors
Wisconsin
$833K -$397K -1,362 -31%
LNC
470
Lincoln National Corp
Pennsylvania
$829K -$38.8K -133 -4%
GTCM
471
Gyon Technologies Capital Management
New Jersey
$824K -$1.17M -4,016 -58%
LNWWM
472
Laird Norton Wetherby Wealth Management
California
$816K -$88.4K -303 -9%
LW
473
Linscomb Wealth
Texas
$809K -$6.71K -23 -0.8%
AssetMark Inc
474
AssetMark Inc
California
$804K -$30.3K -104 -3%
WA
475
Waddell & Associates
Tennessee
$798K +$4.37K +15 +0.5%

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.