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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
EWA
626
EP Wealth Advisors
California
$361K +$376K +1,290 New
CC
627
Commons Capital
Massachusetts
$361K +$1.46K +5 +0.4%
RCM
628
RNC Capital Management
California
$361K
CG
629
Caprock Group
Idaho
$359K -$111K -379 -23%
EA
630
Ellsworth Advisors
Ohio
$357K +$104K +355 +40%
DS
631
DRW Securities
Illinois
$354K -$514K -1,761 -58%
LCM
632
Landscape Capital Management
New Jersey
$353K +$368K +1,261 New
CIM
633
Cambria Investment Management
California
$353K -$40.8K -140 -10%
WP
634
WealthSpring Partners
California
$350K
SG
635
Sharper & Granite
California
$348K +$362K +1,243 New
SP
636
Successful Portfolios
Florida
$346K -$87.5K -300 -20%
BDFN
637
Bond & Devick Financial Network
Minnesota
$345K +$875 +3 +0.2%
SXL
638
Summit X LLC
Missouri
$345K -$13.7K -47 -4%
T
639
TNF
Montana
$344K -$50.2K -172 -13%
SFI
640
SPC Financial Inc
Maryland
$342K +$13.7K +47 +4%
AB
641
Atlas Brown
Kentucky
$342K
MAM
642
Meeder Asset Management
Ohio
$340K -$793K -2,721 -69%
MC
643
Moors & Cabot
Massachusetts
$339K +$27.7K +95 +9%
BS
644
Boenning & Scattergood
Pennsylvania
$337K -$875 -3 -0.3%
BIM
645
Bridgecreek Investment Management
Oklahoma
$336K
SPC
646
Sigma Planning Corp
Michigan
$336K +$16.9K +58 +5%
ACP
647
Aveo Capital Partners
Colorado
$335K -$4.96K -17 -1%
I
648
InceptionR
California
$335K +$349K +1,197 New
RSWM
649
Robertson Stephens Wealth Management
California
$335K -$4.67K -16 -1%
JIC
650
Johnson Investment Counsel
Ohio
$333K -$305K -1,047 -47%

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.