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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
TPWA
651
TRUE Private Wealth Advisors
Oregon
$333K
PGFC
652
Peapack-Gladstone Financial Corp
New Jersey
$329K -$16.9K -58 -5%
GWMIA
653
Global Wealth Management Investment Advisory
Florida
$326K +$24.2K +83 +8%
CIS
654
Connors Investor Services
Pennsylvania
$322K -$21.9K -75 -6%
LFM
655
LGT Fund Management
Liechtenstein
$322K
LWAM
656
Legacy Wealth Asset Management
Minnesota
$321K +$10.8K +37 +3%
BCI
657
Brinker Capital Investments
Pennsylvania
$321K -$26.5K -91 -7%
SC
658
Savant Capital
Illinois
$316K +$28.9K +99 +10%
M
659
MOTCO
Texas
$315K +$44.6K +153 +16%
EAM
660
Empirical Asset Management
Massachusetts
$315K +$328K +1,125 New
S
661
SignatureFD
Georgia
$315K -$188K -644 -36%
AF
662
Advisornet Financial
Minnesota
$314K -$16.3K -56 -5%
EFS
663
Essex Financial Services
Connecticut
$314K -$1.17K -4 -0.4%
MGIA
664
Moneta Group Investment Advisors
Missouri
$313K -$26.2K -90 -8%
WCG
665
Weaver Consulting Group
California
$312K
1IA
666
1834 Investment Advisors
Wisconsin
$310K +$322K +1,105 New
PCP
667
Proficio Capital Partners
Massachusetts
$307K +$71.2K +244 +28%
GCM
668
Gallacher Capital Management
Colorado
$306K +$319K +1,093 New
RWP
669
Ridgecrest Wealth Partners
California
$304K
WPP
670
Whalerock Point Partners
Rhode Island
$304K
DG
671
DMC Group
Alabama
$302K
KA
672
Kovack Advisors
Florida
$301K +$7.29K +25 +2%
CF
673
Cantor Fitzgerald
New York
$301K +$67.1K +230 +27%
LIM
674
Longfellow Investment Management
Massachusetts
$301K +$313K +1,073 New
SFA
675
Sequoia Financial Advisors
Ohio
$299K +$311K +1,068 New

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.