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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
DCM
751
Donaldson Capital Management
Indiana
$209K -$402K -1,235 -63%
BWP
752
BSW Wealth Partners
Colorado
$208K -$16.9K -52 -7%
SIA
753
Sit Investment Associates
Minnesota
$208K +$29.3K +90 +15%
DT
754
Diversified Trust
Tennessee
$207K +$7.48K +23 +3%
Bank Julius Baer & Co
755
Bank Julius Baer & Co
Switzerland
$206K -$150K -460 -40%
ACM
756
Alethea Capital Management
Washington
$206K +$229K +703 New
DI
757
DFPG Investments
Utah
$205K
KCM
758
Kornitzer Capital Management
Kansas
$205K +$228K +700 New
IFWM
759
Institute for Wealth Management
Colorado
$202K
RWA
760
Ropes Wealth Advisors
Massachusetts
$202K
PWM
761
Peterson Wealth Management
Nevada
$201K +$223K +686 New
AIC
762
Archer Investment Corporation
Indiana
$201K -$24.4K -75 -10%
CIP
763
Convergence Investment Partners
Florida
$199K +$221K +678 New
ARMC
764
American Research & Management Company
Massachusetts
$195K
GC
765
Gould Capital
Washington
$194K
VNA
766
Valley National Advisers
Pennsylvania
$191K
CT
767
Clearstead Trust
Maine
$190K
Jones Financial Companies
768
Jones Financial Companies
Missouri
$190K
WR
769
WD Rutherford
Oregon
$187K
CFFP
770
Center for Financial Planning
Michigan
$186K
WT
771
Washington Trust
Rhode Island
$180K
Loomis, Sayles & Company
772
Loomis, Sayles & Company
Massachusetts
$172K -$19.8K -61 -9%
CFD
773
Creative Financial Designs
Indiana
$171K
JWA
774
JFS Wealth Advisors
Pennsylvania
$171K
TPCW
775
TD Private Client Wealth
New York
$170K +$42.6K +131 +29%

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.