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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
BCM
726
Brookstone Capital Management
Illinois
$244K +$18.5K +57 +7%
EM
727
Excalibur Management
Massachusetts
$243K
TVWM
728
Tower View Wealth Management
Wisconsin
$242K +$3.58K +11 +1%
AA
729
AlphaCentric Advisors
Puerto Rico
$241K +$268K +823 New
WCM
730
Windham Capital Management
Massachusetts
$240K +$6.18K +19 +2%
PWA
731
Physician Wealth Advisors
Utah
$239K
IAG
732
Investmark Advisory Group
Connecticut
$238K -$23.1K -71 -8%
FLPIM
733
F.L. Putnam Investment Management
Massachusetts
$238K
NP
734
Ninepoint Partners
Ontario, Canada
$236K
WA
735
Wambolt & Associates
Colorado
$232K +$5.2K +16 +2%
P
736
Pitcairn
Pennsylvania
$231K -$3.25K -10 -1%
NP
737
NorthRock Partners
Minnesota
$226K -$66.7K -205 -21%
AIM
738
AMI Investment Management
Indiana
$226K -$65.1K -200 -2%
LIM
739
Lathrop Investment Management
Arkansas
$225K
AFG
740
Arkansas Financial Group
Arkansas
$224K
WA1
741
Wimmer Associates 1
California
$224K +$9.76K +30 +4%
IWA
742
IVC Wealth Advisors
Pennsylvania
$223K
ZCA
743
Zeke Capital Advisors
Pennsylvania
$223K +$1.63K +5 +0.7%
PWMAG
744
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$248K +761 New
WLIM
745
White Lighthouse Investment Management
Massachusetts
$220K
FAFN
746
First Affirmative Financial Network
Colorado
$218K -$31.2K -96 -11%
ATC
747
Argent Trust Co
Tennessee
$218K
CW
748
CreativeOne Wealth
Kansas
$218K +$22.4K +69 +10%
OC
749
Oarsman Capital
Wisconsin
$216K
RMCM
750
Reynders McVeigh Capital Management
Massachusetts
$212K

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.