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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
NGA
701
Naples Global Advisors
Florida
$273K
IWM
702
IHT Wealth Management
Illinois
$273K +$304K +934 New
RIA
703
Richwood Investment Advisors
Ohio
$272K -$19.5K -60 -6%
BFA
704
Bill Few Associates
Pennsylvania
$272K
LGWM
705
Litman Gregory Wealth Management
California
$263K +$2.6K +8 +0.9%
HIIFS
706
Harel Insurance Investments & Financial Services
Israel
$263K +$259K +795 +663%
CAM
707
Cresset Asset Management
Illinois
$261K -$47.5K -146 -14%
CFGS
708
Concourse Financial Group Securities
Alabama
$261K -$13.7K -42 -4%
CAG
709
Curtis Advisory Group
California
$261K
PCP
710
Proficio Capital Partners
Massachusetts
$261K +$12.4K +38 +5%
OIA
711
OneDigital Investment Advisors
Kansas
$261K +$290K +892 New
EA
712
Ellsworth Advisors
Ohio
$261K +$290K +893 New
SIG
713
Stonegate Investment Group
Alabama
$257K +$8.13K +25 +3%
WS
714
Wedbush Securities
California
$254K -$130K -401 -32%
BS
715
Boenning & Scattergood
Pennsylvania
$254K +$2.6K +8 +0.9%
OTL
716
Oak Thistle LLC
New York
$253K -$300K -923 -52%
LFAS
717
Level Four Advisory Services
Texas
$250K +$4.55K +14 +2%
DZ Bank
718
DZ Bank
Germany
$249K -$22.8K -70 -8%
CAC
719
Certified Advisory Corp
Florida
$248K
AMM
720
American Money Management
California
$248K +$651 +2 +0.2%
PCOC
721
Power Corp of Canada
Canada
$248K +$275K +846 New
CF
722
Cantor Fitzgerald
New York
$247K
SS
723
Simplicity Solutions
Minnesota
$247K +$29.6K +91 +12%
KCM
724
Kathmere Capital Management
Pennsylvania
$247K +$274K +843 New
MBT
725
Montecito Bank & Trust
California
$246K -$3.25K -10 -1%

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.