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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
SC
676
Savant Capital
Illinois
$302K -$5.86K -18 -2%
SC
677
Slow Capital
California
$302K +$70.6K +217 +27%
SIM
678
Sentry Investment Management
Wisconsin
$301K
MG
679
Mather Group
Illinois
$301K +$21.5K +66 +7%
IA
680
Inspire Advisors
Idaho
$300K +$37.7K +116 +13%
EWM
681
Empirical Wealth Management
Washington
$298K -$99.9K -307 -23%
CWM
682
Chesapeake Wealth Management
Virginia
$296K +$28.6K +88 +10%
HKIMG
683
Hutchens & Kramer Investment Management Group
Indiana
$295K -$11.7K -36 -3%
MWM
684
Mission Wealth Management
California
$293K +$50.7K +156 +18%
PBC
685
Pavion Blue Capital
California
$293K +$325K +1,000 New
FCMT
686
Founders Capital Management (Texas)
Texas
$289K -$53.3K -164 -14%
TCOV
687
Trust Company of Vermont
Vermont
$288K
AWM
688
Apollon Wealth Management
South Carolina
$288K +$1.3K +4 +0.4%
TSS
689
Two Sigma Securities
New York
$288K +$47.2K +145 +17%
AHC
690
Adell Harriman & Carpenter
Texas
$287K -$16.3K -50 -5%
LC
691
Lindbrook Capital
California
$286K +$38.4K +118 +14%
M
692
MOTCO
Texas
$285K
S
693
SimplyRich
California
$283K
SCM
694
Shelton Capital Management
Colorado
$282K -$9.43K -29 -3%
WFA
695
Wipfli Financial Advisors
Wisconsin
$280K +$311K +957 New
FDCDDQ
696
Federation des caisses Desjardins du Quebec
Quebec, Canada
$278K
WA
697
Wealth Alliance
New York
$278K +$41K +126 +15%
SFG
698
Sovereign Financial Group
Connecticut
$276K
AWE
699
Avidian Wealth Enterprises
Texas
$275K +$40.7K +125 +15%
CB
700
Cadence Bank
Mississippi
$274K +$303K +933 New

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.