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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
CA
801
Clearstead Advisors
Ohio
$94K +$16.9K +52 +19%
CAL
802
Capital Analysts LLC
Pennsylvania
$93K +$3.25K +10 +3%
MPWT
803
MassMutual Private Wealth & Trust
Connecticut
$91K -$9.11K -28 -8%
EWM
804
Evermay Wealth Management
Virginia
$90K +$34.8K +107 +54%
KTC
805
Kistler-Tiffany Companies
Pennsylvania
$88K
PFPT
806
Pinnacle Financial Partners (Tennessee)
Tennessee
$88K +$97.6K +300 New
CA
807
Crewe Advisors
Utah
$86K +$5.2K +16 +6%
CJL
808
Cyrus J. Lawrence
New York
$84K -$140K -430 -60%
GWS
809
Glassman Wealth Services
Virginia
$83K +$15.3K +47 +20%
MA
810
Montag & Associates
Georgia
$81K
ZB
811
Zions Bancorporation
Utah
$81K +$11.7K +36 +15%
ST
812
Smithfield Trust
Pennsylvania
$79K
PFBT
813
Parkside Financial Bank & Trust
Missouri
$79K +$5.86K +18 +7%
MWM
814
Mascoma Wealth Management
New Hampshire
$78K
SWM
815
Spire Wealth Management
Virginia
$76K -$178K -548 -68%
TWM
816
Tradition Wealth Management
Minnesota
$76K +$325 +1 +0.4%
FCT
817
First Community Trust
Iowa
$73K
TC
818
Trust Company
Kansas
$68K +$11.7K +36 +18%
Acadian Asset Management
819
Acadian Asset Management
Massachusetts
$65K -$4.4M -13,522 -98%
JFA
820
JNBA Financial Advisors
Minnesota
$65K
CWC
821
Carolinas Wealth Consulting
North Carolina
$65K +$2.6K +8 +4%
BFEC
822
Benjamin F. Edwards & Company
Missouri
$65K +$39K +120 +117%
APC
823
Aspire Private Capital
North Carolina
$63K
FP
824
Financial Perspectives
Minnesota
$62.4K
GIA
825
GHP Investment Advisors
Colorado
$62K -$2.6K -8 -4%

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.