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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
MC
501
Machina Capital
France
$673K +$303K +1,040 +76%
LIM
502
Loudon Investment Management
New Hampshire
$672K
SCM
503
Stevens Capital Management
Pennsylvania
$671K +$127K +436 +22%
DAS
504
Dynamic Advisor Solutions
Arizona
$669K -$173K -593 -20%
AAM
505
AR Asset Management
California
$669K
FTDI
506
First Trust Direct Indexing
Massachusetts
$667K -$2.33K -8 -0.3%
NW
507
NewEdge Wealth
Pennsylvania
$660K -$17.5K -60 -2%
MAS
508
Meeder Advisory Services
Ohio
$656K +$683K +2,342 New
GDP
509
Great Diamond Partners
Maine
$653K +$53.4K +183 +9%
RPC
510
Rossmore Private Capital
Connecticut
$652K
RPCONE
511
Retirement Planning Company of New England
Rhode Island
$647K +$2.92K +10 +0.4%
CF
512
Centaurus Financial
California
$644K -$9.33K -32 -1%
PAS
513
Park Avenue Securities
New York
$641K +$109K +374 +20%
XT
514
XTX Topco
Cayman Islands
$626K +$651K +2,234 New
JFGIW
515
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$623K +$7K +24 +1%
WRPWM
516
Werba Rubin Papier Wealth Management
California
$620K +$645K +2,213 New
II
517
Inspire Investing
Idaho
$618K -$456K -1,565 -42%
CAM
518
Campion Asset Management
Virginia
$615K -$23.3K -80 -4%
GA
519
GraniteShares Advisors
New York
$613K +$638K +2,188 New
DC
520
Davenport & Co
Virginia
$610K +$22.5K +77 +4%
TA
521
TFG Advisers
Michigan
$603K +$5.83K +20 +0.9%
DI
522
Diligent Investors
California
$602K -$118K -405 -16%
BFG
523
Berger Financial Group
Minnesota
$599K -$44.6K -153 -7%
KIA
524
KCM Investment Advisors
California
$598K +$102K +350 +20%
Dimensional Fund Advisors
525
Dimensional Fund Advisors
Texas
$596K +$404K +1,385 +0.1%

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.