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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
WPC
676
White Pine Capital
Minnesota
$295K +$307K +1,054 New
SIM
677
Sentry Investment Management
Wisconsin
$295K +$6.71K +23 +2%
MMG
678
Monetary Management Group
Missouri
$294K -$29.2K -100 -9%
WOC
679
West Oak Capital
California
$293K
IA
680
Inspire Advisors
Idaho
$293K +$6.42K +22 +2%
LWCFA
681
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$291K
SC
682
Slow Capital
California
$289K
OIA
683
OneDigital Investment Advisors
Kansas
$288K +$39.7K +136 +15%
HL
684
HeadInvest LLC
Maine
$287K -$22.7K -78 -7%
PBC
685
Pavion Blue Capital
California
$280K
EWA
686
Etesian Wealth Advisors
Oregon
$280K +$292K +1,000 New
SS
687
Simplicity Solutions
Minnesota
$279K +$44.3K +152 +18%
HKIMG
688
Hutchens & Kramer Investment Management Group
Indiana
$279K -$1.75K -6 -0.6%
Fisher Asset Management
689
Fisher Asset Management
Washington
$279K -$22.2K -76 -7%
AWE
690
Avidian Wealth Enterprises
Texas
$277K +$14.6K +50 +5%
FCMT
691
Founders Capital Management (Texas)
Texas
$276K
TCOV
692
Trust Company of Vermont
Vermont
$275K
DT
693
Diversified Trust
Tennessee
$273K +$77.6K +266 +38%
WS
694
Wedbush Securities
California
$272K +$30K +103 +12%
S
695
SimplyRich
California
$271K
SCM
696
Shelton Capital Management
Colorado
$270K
SFG
697
Sovereign Financial Group
Connecticut
$269K +$4.96K +17 +2%
FDCDDQ
698
Federation des caisses Desjardins du Quebec
Quebec, Canada
$266K
TVWM
699
Tower View Wealth Management
Wisconsin
$262K +$31.2K +107 +13%
CB
700
Cadence Bank
Mississippi
$262K +$292 +1 +0.1%

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.