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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
BCM
726
Brookstone Capital Management
Illinois
$236K +$583 +2 +0.2%
LC
727
Lindbrook Capital
California
$236K -$39.4K -135 -14%
MBT
728
Montecito Bank & Trust
California
$235K
SIG
729
Stonegate Investment Group
Alabama
$234K -$12.5K -43 -5%
EM
730
Excalibur Management
Massachusetts
$233K
FLPIM
731
F.L. Putnam Investment Management
Massachusetts
$230K +$2.63K +9 +1%
WCM
732
Windham Capital Management
Massachusetts
$229K
WA
733
Wealth Alliance
New York
$226K -$41.4K -142 -15%
DZ Bank
734
DZ Bank
Germany
$223K -$15.7K -54 -6%
CW
735
CreativeOne Wealth
Kansas
$222K +$13.7K +47 +6%
Loomis, Sayles & Company
736
Loomis, Sayles & Company
Massachusetts
$222K +$59.8K +205 +35%
WCWM
737
Willow Creek Wealth Management
California
$221K -$387K -1,328 -63%
T
738
TOBAM
France
$221K -$314K -1,078 -58%
KCM
739
Kathmere Capital Management
Pennsylvania
$218K -$19K -65 -8%
LIM
740
Lathrop Investment Management
Arkansas
$215K
AFG
741
Arkansas Financial Group
Arkansas
$215K
IWA
742
IVC Wealth Advisors
Pennsylvania
$213K
AIM
743
AMI Investment Management
Indiana
$210K -$117K -400 -4%
WLIM
744
White Lighthouse Investment Management
Massachusetts
$210K
MMA
745
Miracle Mile Advisors
California
$210K +$218K +749 New
P
746
Pitcairn
Pennsylvania
$210K -$12K -41 -5%
HFM
747
Harvest Fund Management
China
$208K -$207K -709 -49%
CPIG
748
Chicago Partners Investment Group
Illinois
$207K +$200K +686 New
CCM
749
Chimera Capital Management
New York
$207K -$1.03M -3,524 -83%
BW
750
Bison Wealth
Georgia
$206K +$201K +690 New

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.