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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
WA1
751
Wimmer Associates 1
California
$206K +$3.5K +12 +2%
SOW
752
State of Wyoming
Wyoming
$206K +$214K +734 New
FFP
753
FourThought Financial Partners
Florida
$205K +$213K +730 New
FWS
754
FinDec Wealth Services
California
$204K +$213K +729 New
KAS
755
Kestra Advisory Services
Texas
$204K +$212K +728 New
PFGIA
756
Patriot Financial Group Insurance Agency
Massachusetts
$203K +$212K +726 New
RMCM
757
Reynders McVeigh Capital Management
Massachusetts
$203K
BTI
758
Blue Trust Inc
Georgia
$203K +$158K +543 +357%
SIA
759
Sit Investment Associates
Minnesota
$199K
CFGS
760
Concourse Financial Group Securities
Alabama
$192K -$60.1K -206 -23%
VNA
761
Valley National Advisers
Pennsylvania
$189K
JWM
762
Janiczek Wealth Management
Colorado
$188K +$23.9K +82 +15%
BWP
763
Baldwin Wealth Partners
Massachusetts
$187K +$195K +667 New
GWM
764
Geneos Wealth Management
Colorado
$185K +$89.8K +308 +87%
GC
765
Gould Capital
Washington
$185K
NP
766
Ninepoint Partners
Ontario, Canada
$183K -$44.9K -154 -19%
CT
767
Clearstead Trust
Maine
$182K
Jones Financial Companies
768
Jones Financial Companies
Missouri
$182K
WR
769
WD Rutherford
Oregon
$178K
CFFP
770
Center for Financial Planning
Michigan
$178K
AIC
771
Archer Investment Corporation
Indiana
$178K -$14.6K -50 -7%
WT
772
Washington Trust
Rhode Island
$172K
BAM
773
Belpointe Asset Management
Nevada
$163K +$170K +583 New
CFD
774
Creative Financial Designs
Indiana
$158K -$5.83K -20 -3%
FMII
775
Farmers & Merchants Investments Inc
Nebraska
$156K +$23.3K +80 +17%

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.