We are live on ! Find out more
PSA icon

Public Storage

1,013 hedge funds and large institutions have $54B invested in Public Storage in 2022 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 349 increasing their positions, 334 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 72

32% more funds holding in top 10

Funds holding in top 10: 2229 (+7)

4% more funds holding

Funds holding: 9731,013 (+40)

8% more call options, than puts

Call options by funds: $157M | Put options by funds: $145M

5% more capital invested

Capital invested by funds: $51.5B → $54B (+$2.53B)

4% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 334

0.68% more ownership

Funds ownership: 78.62%79.31% (+0.68%)

Holders
1,013
Holders Change
+40
Holders Change %
+4.11%
% of All Funds
15.98%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.46%
New
125
Increased
349
Reduced
334
Closed
72
Calls
$157M
Puts
$145M
Net Calls
+$11.6M
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
576
Blue Fin Capital
Rhode Island
$628K
CTA
577
Chesley Taft & Associates
Illinois
$626K
MA
578
Mutual Advisors
Nebraska
$623K -$42.8K -118 -7%
VI
579
Versor Investments
New York
$621K -$402K -1,108 -41%
JWCA
580
J.W. Cole Advisors
Florida
$621K +$61K +168 +12%
HFM
581
Harvest Fund Management
China
$620K +$77.7K +214 +16%
LWCFA
582
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$618K
KIA
583
KCM Investment Advisors
California
$618K +$5.44K +15 +1%
IF
584
Intrua Financial
Texas
$614K +$570K +1,572 New
PG
585
Pendal Group
Australia
$608K -$207K -570 -27%
JIC
586
Johnson Investment Counsel
Ohio
$601K +$25K +69 +5%
SP
587
Successful Portfolios
Florida
$599K
LWAC
588
Laurel Wealth Advisors (California)
California
$594K -$148K -407 -21%
SF
589
Synovus Financial
Georgia
$591K -$2.9K -8 -0.5%
GCMG
590
Gyroscope Capital Management Group
Florida
$590K -$99.1K -273 -15%
WFC
591
Western Financial Corp
California
$590K +$549K +1,513 New
SPC
592
Sigma Planning Corp
Michigan
$583K -$273K -752 -33%
PAS
593
Park Avenue Securities
New York
$574K +$7.26K +20 +1%
BIP
594
Blueprint Investment Partners
North Carolina
$572K -$9.44K -26 -2%
QCG
595
Quadrant Capital Group
Ohio
$570K +$37.7K +104 +8%
RWM
596
Ritholtz Wealth Management
New York
$568K +$29K +80 +6%
WS
597
Wedbush Securities
California
$566K +$155K +428 +42%
BPC
598
Banque Pictet & Cie
Switzerland
$559K -$827K -2,278 -61%
CI
599
Conning Inc
Connecticut
$559K -$32.7K -90 -6%
VF
600
Vista Finance
Missouri
$559K

PSA Hedge Fund Activity: Q1 2022 in Review

1,013 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2022, worth a combined $54B — up 4.9% from $51.5B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new PSA positions and 72 closed out — a net gain of 53 holders — while 349 added to existing stakes and 334 trimmed.

The largest buyer was State Street, adding an estimated $394M. The largest seller was Diamond Hill Capital Management, exiting entirely with an estimated $299M sold.

  • 1,013 institutional investors held Public Storage (PSA) as of Q1 2022, up from 973 in Q4 2021.
  • Funds reported $54B of Public Storage stock for Q1 2022, up 4.9% quarter-over-quarter.
  • 125 funds opened new Public Storage positions in Q1 2022 and 72 closed out, a net change of +53 holders.
  • The largest Public Storage buyer in Q1 2022 was State Street, an estimated $394M added.
  • The largest Public Storage seller in Q1 2022 was Diamond Hill Capital Management, an estimated $299M sold.

Based on aggregated 13F filings for Q1 2022.