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Public Storage

950 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, 342 increasing their positions, 345 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+25
Holders Change %
+2.7%
% of All Funds
15.33%
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
342
Reduced
345
Closed
71
Calls
$68.6M
Puts
$58.3M
Net Calls
+$10.3M
Net Calls Change
-$60.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
701
Wambolt & Associates
Colorado
$258K +$36.7K +131 +17%
DMBA
702
Deseret Mutual Benefit Administrators
Utah
$257K -$218K -778 -46%
WFI
703
West Family Investments
California
$255K -$440K -1,571 -63%
IWM
704
IHT Wealth Management
Illinois
$252K -$9.25K -33 -4%
LGWM
705
Litman Gregory Wealth Management
California
$252K +$1.12K +4 +0.4%
PA
706
Pinnacle Associates
New York
$252K -$39.5K -141 -14%
SW
707
SVB Wealth
Massachusetts
$251K -$93.9K -335 -27%
CA
708
Cornerstone Advisory
Maryland
$247K -$140K -500 -36%
GIA
709
Gladstone Institutional Advisory
Florida
$247K +$247K +880 New
LFAS
710
Level Four Advisory Services
Texas
$245K +$5.88K +21 +2%
AWM
711
Apollon Wealth Management
South Carolina
$244K -$30.8K -110 -11%
CAG
712
Curtis Advisory Group
California
$244K -$5.6K -20 -2%
HFM
713
Hartford Funds Management
Pennsylvania
$243K +$243K +867 New
DI
714
DFPG Investments
Utah
$243K +$36.7K +125 +18%
IAG
715
Investmark Advisory Group
Connecticut
$243K +$14.3K +51 +6%
DTL
716
Dynamic Technology Lab
Singapore
$242K -$353K -1,261 -59%
MWM
717
Mission Wealth Management
California
$240K -$40.6K -145 -14%
PWA
718
Physician Wealth Advisors
Utah
$239K
CAC
719
Certified Advisory Corp
Florida
$238K +$280 +1 +0.1%
PCOC
720
Power Corp of Canada
Canada
$237K
SAM
721
Secure Asset Management
Michigan
$237K -$68.4K -244 -22%
BCM
722
Brookstone Capital Management
Illinois
$236K +$554 +2 +0.2%
LC
723
Lindbrook Capital
California
$236K -$37.8K -135 -14%
MBT
724
Montecito Bank & Trust
California
$235K
SIG
725
Stonegate Investment Group
Alabama
$234K -$12K -43 -5%