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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
FNT
526
First Nebraska Trust
Nebraska
$592K -$2.33K -8 -0.4%
PA
527
Parallel Advisors
California
$592K -$77.9K -267 -11%
AG
528
Ascent Group
Virginia
$588K +$70.6K +242 +13%
WFC
529
Western Financial Corp
California
$581K +$4.67K +16 +0.8%
RJT
530
Raymond James Trust
Florida
$580K -$25.1K -86 -4%
MGIM
531
M&G Investment Management
United Kingdom
$574K +$315K +1,079 +111%
FFA
532
First Foundation Advisors
California
$573K -$12K -41 -2%
SAM
533
Strategy Asset Managers
California
$572K -$11.1K -38 -2%
SG
534
StoneX Group
New York
$568K +$591K +2,026 New
AIP
535
Ameritas Investment Partners
Nebraska
$566K
HGWM
536
Horst & Graben Wealth Management
Oregon
$564K
AAS
537
Ameritas Advisory Services
Nebraska
$560K +$583K +1,998 New
CM
538
Cercano Management
Washington
$556K +$578K +1,983 New
Simplex Trading
539
Simplex Trading
Illinois
$552K -$55.7K -191 -9%
CIA
540
Capital Investment Advisors
Georgia
$546K -$19.5K -67 -3%
WIM
541
WealthPlan Investment Management
Nebraska
$545K
WP
542
WealthPLAN Partners
Nebraska
$542K +$525K +1,800 New
CI
543
Cigna Investments
Connecticut
$541K
USCWA
544
U.S. Capital Wealth Advisors
Texas
$539K -$204K -700 -27%
CCG
545
Cypress Capital Group
Florida
$538K +$40.5K +139 +8%
SCA
546
Snowden Capital Advisors
New York
$537K +$8.46K +29 +2%
SWP
547
Stratos Wealth Partners
Ohio
$534K -$26.5K -91 -5%
VAS
548
Vestmark Advisory Solutions
Massachusetts
$533K -$17.5K -60 -3%
BCWM
549
Bartlett & Co Wealth Management
Ohio
$532K
AF
550
Arrow Financial
New York
$532K

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.