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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
HGERS
601
Householder Group Estate & Retirement Specialist
Arizona
$402K +$292 +1 +0.1%
DADC
602
D.A. Davidson & Co
Montana
$399K -$23.6K -81 -5%
MYIA
603
Mount Yale Investment Advisors
Colorado
$398K +$3.5K +12 +0.9%
PCM
604
Prelude Capital Management
New York
$397K +$413K +1,417 New
MCP
605
Mirador Capital Partners
California
$396K +$292 +1 +0.1%
MCM
606
MAI Capital Management
Ohio
$394K -$83.1K -285 -17%
PIM
607
Perpetual Investment Management
Australia
$392K
BHBT
608
Burke & Herbert Bank & Trust
Virginia
$391K -$3.79K -13 -0.9%
CWM
609
Chesapeake Wealth Management
Virginia
$389K +$110K +378 +37%
BJL
610
Brighton Jones LLC
Washington
$389K -$6.71K -23 -2%
RWM
611
Ritholtz Wealth Management
New York
$388K -$400K -1,371 -50%
JWCA
612
J.W. Cole Advisors
Florida
$386K -$35.9K -123 -8%
MBTD
613
Mechanics Bank - Trust Department
California
$383K
HT
614
HighTower Trust
Texas
$381K +$3.21K +11 +0.8%
QCG
615
Quadrant Capital Group
Ohio
$379K -$57.2K -196 -13%
FRM
616
Fox Run Management
Connecticut
$379K +$395K +1,353 New
JCM
617
Jacobi Capital Management
Pennsylvania
$376K +$4.37K +15 +1%
LWAC
618
Laurel Wealth Advisors (California)
California
$374K
IWC
619
Integrated Wealth Concepts
Massachusetts
$374K +$49K +168 +14%
MG
620
Mather Group
Illinois
$374K +$89.2K +306 +30%
EWM
621
Empirical Wealth Management
Washington
$372K +$89.8K +308 +30%
BO
622
Bank OZK
Arkansas
$367K
SWA
623
Stratos Wealth Advisors
Ohio
$365K -$1.17K -4 -0.3%
CI
624
Conning Inc
Connecticut
$364K -$1.75K -6 -0.5%
BWA
625
Blodgett Wealth Advisors
California
$364K

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.