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Public Storage

932 hedge funds and large institutions have $40.7B invested in Public Storage in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 382 increasing their positions, 308 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $156M | Put options by funds: $85.7M

24% more repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 308

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

1.02% more ownership

Funds ownership: 78.47%79.49% (+1%)

4% less funds holding

Funds holding: 968932 (-36)

6% less capital invested

Capital invested by funds: $43.1B → $40.7B (-$2.4B)

28% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 90

Holders
932
Holders Change
-36
Holders Change %
-3.72%
% of All Funds
16.06%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
65
Increased
382
Reduced
308
Closed
90
Calls
$156M
Puts
$85.7M
Net Calls
+$70.8M
Net Calls Change
+$70.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
476
Dynamic Advisor Solutions
Arizona
$873K -$3.25K -10 -0.3%
AssetMark Inc
477
AssetMark Inc
California
$871K -$63.1K -194 -6%
SAM
478
Sompo Asset Management
Japan
$866K -$146K -450 -13%
MA
479
Mutual Advisors
Nebraska
$859K +$370K +1,138 +63%
LW
480
Linscomb Wealth
Texas
$852K
VI
481
Versor Investments
New York
$849K -$2.67M -8,211 -74%
SWM
482
Segment Wealth Management
Texas
$847K
BL
483
Balentine LLC
Georgia
$841K -$283K -869 -23%
William Blair & Company
484
William Blair & Company
Illinois
$832K
IF
485
Intrua Financial
Texas
$831K +$170K +522 +23%
WA
486
Waddell & Associates
Tennessee
$830K +$325 +1 +0%
FLI
487
Family Legacy Inc
South Carolina
$829K
BAMF
488
BI Asset Management Fondsmaeglerselskab
Denmark
$823K +$46.5K +143 +5%
UH
489
Unigestion Holding
Switzerland
$821K -$98.2K -302 -10%
CAM
490
Columbia Asset Management
Michigan
$810K -$55.3K -170 -6%
RWM
491
Ritholtz Wealth Management
New York
$807K +$425K +1,307 +90%
CG
492
Colony Group
Massachusetts
$806K -$345K -1,061 -28%
GRP
493
Global Retirement Partners
California
$799K -$1.3K -4 -0.2%
Walleye Trading
494
Walleye Trading
New York
$798K -$3.96M -12,160 -82%
Cerity Partners
495
Cerity Partners
New York
$792K -$24.7K -76 -3%
CAGAS
496
Capital Advisory Group Advisory Services
Minnesota
$789K -$36.8K -113 -4%
NA
497
NewEdge Advisors
Louisiana
$786K -$72.9K -224 -8%
SF
498
Symphony Financial
Texas
$778K +$11.1K +34 +1%
LSA
499
Leonteq Securities AG
Switzerland
$768K -$20.5K -63 -2%
USCWA
500
U.S. Capital Wealth Advisors
Texas
$768K -$195K -600 -19%

PSA Hedge Fund Activity: Q3 2022 in Review

932 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2022, worth a combined $40.7B — down 5.6% from $43.1B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of PSA and 65 opened new positions — a net loss of 25 holders — while 308 trimmed existing stakes and 382 added.

The largest buyer was American Century Companies, adding an estimated $147M. The largest seller was Cohen & Steers, cutting an estimated $270M.

  • 932 institutional investors held Public Storage (PSA) as of Q3 2022, down from 968 in Q2 2022.
  • Funds reported $40.7B of Public Storage stock for Q3 2022, down 5.6% quarter-over-quarter.
  • 65 funds opened new Public Storage positions in Q3 2022 and 90 closed out, a net change of -25 holders.
  • The largest Public Storage buyer in Q3 2022 was American Century Companies, an estimated $147M added.
  • The largest Public Storage seller in Q3 2022 was Cohen & Steers, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2022.