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Public Storage

957 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, 349 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: 932957 (+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: 349

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
957
Holders Change
+25
Holders Change %
+2.68%
% of All Funds
15.38%
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
349
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
NGA
701
Naples Global Advisors
Florida
$262K
BFA
702
Bill Few Associates
Pennsylvania
$262K +$1.46K +5 +0.5%
RIA
703
Richwood Investment Advisors
Ohio
$261K
AHC
704
Adell Harriman & Carpenter
Texas
$260K -$14.6K -50 -5%
WA
705
Wambolt & Associates
Colorado
$258K +$38.2K +131 +17%
DMBA
706
Deseret Mutual Benefit Administrators
Utah
$257K -$227K -778 -46%
WFI
707
West Family Investments
California
$255K -$458K -1,571 -63%
IWM
708
IHT Wealth Management
Illinois
$252K -$9.62K -33 -4%
LGWM
709
Litman Gregory Wealth Management
California
$252K +$1.17K +4 +0.4%
PA
710
Pinnacle Associates
New York
$252K -$41.1K -141 -14%
SW
711
SVB Wealth
Massachusetts
$251K -$97.7K -335 -27%
CA
712
Cornerstone Advisory
Maryland
$247K -$146K -500 -36%
GIA
713
Gladstone Institutional Advisory
Florida
$247K +$257K +880 New
LFAS
714
Level Four Advisory Services
Texas
$245K +$6.12K +21 +2%
AWM
715
Apollon Wealth Management
South Carolina
$244K -$32.1K -110 -11%
CAG
716
Curtis Advisory Group
California
$244K -$5.83K -20 -2%
HFM
717
Hartford Funds Management
Pennsylvania
$243K +$253K +867 New
DI
718
DFPG Investments
Utah
$243K +$36.5K +125 +18%
IAG
719
Investmark Advisory Group
Connecticut
$243K +$14.9K +51 +6%
DTL
720
Dynamic Technology Lab
Singapore
$242K -$368K -1,261 -59%
MWM
721
Mission Wealth Management
California
$240K -$42.3K -145 -14%
PWA
722
Physician Wealth Advisors
Utah
$239K
CAC
723
Certified Advisory Corp
Florida
$238K +$292 +1 +0.1%
PCOC
724
Power Corp of Canada
Canada
$237K
SAM
725
Secure Asset Management
Michigan
$237K -$71.2K -244 -22%

PSA Hedge Fund Activity: Q4 2022 in Review

957 of the 6,221 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 349 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $172M. The largest seller was Cohen & Steers, cutting an estimated $292M.

  • 957 institutional investors held Public Storage (PSA) as of Q4 2022, up from 932 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.