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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
JWCA
601
J.W. Cole Advisors
Florida
$440K +$325 +1 +0.1%
DADC
602
D.A. Davidson & Co
Montana
$438K -$56.9K -175 -10%
IA
603
IFP Advisors
Florida
$429K +$26.7K +82 +3%
MFS
604
Mirabella Financial Services
United Kingdom
$426K +$482K +1,481 New
HFM
605
Harvest Fund Management
China
$425K +$30.3K +93 +7%
MNBTD
606
Moody National Bank Trust Division
Texas
$423K
HGERS
607
Householder Group Estate & Retirement Specialist
Arizona
$420K +$10.7K +33 +2%
MCP
608
Mirador Capital Partners
California
$413K
BJL
609
Brighton Jones LLC
Washington
$413K +$27.3K +84 +6%
MYIA
610
Mount Yale Investment Advisors
Colorado
$412K -$82.6K -254 -15%
BHBT
611
Burke & Herbert Bank & Trust
Virginia
$412K
CIM
612
Cambria Investment Management
California
$410K +$159K +490 +54%
PIM
613
Perpetual Investment Management
Australia
$409K
LAIC
614
Lederer & Associates Investment Counsel
California
$407K +$976 +3 +0.2%
WT
615
Whittier Trust
California
$405K -$1.63K -5 -0.4%
CA
616
Cornerstone Advisory
Maryland
$405K +$163K +500 +57%
MBTD
617
Mechanics Bank - Trust Department
California
$401K
GM
618
GeoWealth Management
Illinois
$401K +$17.9K +55 +4%
KFA
619
Krane Funds Advisors
New York
$399K -$35.5K -109 -7%
MC
620
Machina Capital
France
$399K +$106K +325 +31%
HT
621
HighTower Trust
Texas
$398K +$3.9K +12 +0.9%
LP
622
LMR Partners
United Kingdom
$394K +$438K +1,347 New
LWAC
623
Laurel Wealth Advisors (California)
California
$391K -$36.8K -113 -8%
JCM
624
Jacobi Capital Management
Pennsylvania
$388K +$15K +46 +4%
BO
625
Bank OZK
Arkansas
$384K

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.