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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
Acadian Asset Management
576
Acadian Asset Management
Massachusetts
$473K +$428K +1,468 +655%
WT
577
Whittier Trust
California
$472K +$87.2K +299 +22%
SBF
578
Sara-Bay Financial
Florida
$468K -$4.08K -14 -0.8%
Lido Advisors
579
Lido Advisors
California
$466K -$18.7K -64 -4%
BFA
580
BBJS Financial Advisors
Washington
$465K +$483K +1,658 New
ST
581
Spinnaker Trust
Maine
$464K
IFG
582
Independent Financial Group
California
$463K +$20.7K +71 +4%
GCMG
583
Gyroscope Capital Management Group
Florida
$462K +$10.2K +35 +2%
AM
584
AGF Management
Ontario, Canada
$450K +$469K +1,607 New
HBT
585
Heartland Bank & Trust
Illinois
$446K +$465K +1,593 New
GFP
586
Gryphon Financial Partners
Ohio
$446K -$11.7K -40 -2%
AIS
587
American Investment Services
Massachusetts
$446K
SIA
588
Schechter Investment Advisors
Michigan
$439K -$95.6K -328 -17%
CTA
589
Chesley Taft & Associates
Illinois
$431K
SAM
590
Shell Asset Management
Netherlands
$431K -$28.6K -98 -6%
BFC
591
Blue Fin Capital
Rhode Island
$428K -$17.8K -61 -4%
Wolverine Trading
592
Wolverine Trading
Illinois
$426K -$1.89M -6,473 -81%
TF
593
TIAA FSB
Florida
$424K -$131K -448 -23%
SC
594
SRB Corp
Massachusetts
$422K +$440K +1,508 New
MNBTD
595
Moody National Bank Trust Division
Texas
$421K +$16.3K +56 +4%
WPC
596
Wedmont Private Capital
Pennsylvania
$412K +$435K +1,490 New
ZCA
597
Zeke Capital Advisors
Pennsylvania
$411K +$206K +706 +93%
LAIC
598
Lederer & Associates Investment Counsel
California
$409K +$20.1K +69 +5%
CIM
599
Contravisory Investment Management
Massachusetts
$408K +$55.4K +190 +15%
HIM
600
Hillsdale Investment Management
Ontario, Canada
$403K -$29.2K -100 -6%

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.