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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
SWA
626
Stratos Wealth Advisors
Ohio
$383K -$73.8K -227 -15%
CI
627
Conning Inc
Connecticut
$382K -$39K -120 -8%
BWA
628
Blodgett Wealth Advisors
California
$381K
RCM
629
RNC Capital Management
California
$378K
CC
630
Commons Capital
Massachusetts
$376K -$5.86K -18 -1%
CIM
631
Contravisory Investment Management
Massachusetts
$371K
T
632
TNF
Montana
$371K +$325 +1 +0.1%
WP
633
WealthSpring Partners
California
$365K +$406K +1,248 New
GWM
634
GSB Wealth Management
Connecticut
$365K
BCI
635
Brinker Capital Investments
Pennsylvania
$362K +$13.7K +42 +4%
DA
636
DCM Advisors
New York
$362K -$1.13M -3,463 -74%
AAS
637
Avantax Advisory Services
Texas
$361K -$15K -46 -4%
PGFC
638
Peapack-Gladstone Financial Corp
New Jersey
$360K -$49.4K -152 -11%
BDFN
639
Bond & Devick Financial Network
Minnesota
$360K +$1.63K +5 +0.4%
SW
640
SVB Wealth
Massachusetts
$360K +$401K +1,232 New
CIS
641
Connors Investor Services
Pennsylvania
$359K
AB
642
Atlas Brown
Kentucky
$357K
EAM
643
Erste Asset Management
Austria
$356K +$33.2K +102 +9%
ACP
644
Aveo Capital Partners
Colorado
$355K +$3.25K +10 +0.8%
RSWM
645
Robertson Stephens Wealth Management
California
$354K -$2.28K -7 -0.6%
BIM
646
Bridgecreek Investment Management
Oklahoma
$351K
TPWA
647
TRUE Private Wealth Advisors
Oregon
$347K
AF
648
Advisornet Financial
Minnesota
$345K +$2.93K +9 +0.8%
SFI
649
SPC Financial Inc
Maryland
$344K +$45.2K +139 +13%
IWC
650
Integrated Wealth Concepts
Massachusetts
$342K -$16.6K -51 -4%

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.