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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
MHR
801
Matthew Hamilton Rosenberg
$90.8K
KTC
802
Kistler-Tiffany Companies
Pennsylvania
$84.1K
PFPT
803
Pinnacle Financial Partners (Tennessee)
Tennessee
$84.1K
BAM
804
Bellevue Asset Management
Washington
$83.3K -$21.9K -75 -20%
MCC
805
Money Concepts Capital
Florida
$82.7K +$25.1K +86 +41%
CA
806
Clearstead Advisors
Ohio
$82.7K -$7.87K -27 -8%
CAL
807
Capital Analysts LLC
Pennsylvania
$82K -$6.42K -22 -7%
CWC
808
Carolinas Wealth Consulting
North Carolina
$81.9K +$20.7K +71 +32%
CJL
809
Cyrus J. Lawrence
New York
$80K
MA
810
Montag & Associates
Georgia
$77.1K
HNB
811
Huntington National Bank
Ohio
$76.8K -$15.7K -54 -16%
MWM
812
Mascoma Wealth Management
New Hampshire
$74.5K
TWM
813
Tradition Wealth Management
Minnesota
$74K +$2.04K +7 +3%
CWP
814
Concord Wealth Partners
Virginia
$72.3K +$75.2K +258 New
PFBT
815
Parkside Financial Bank & Trust
Missouri
$70.6K -$4.96K -17 -6%
FCT
816
First Community Trust
Iowa
$70K
FFA
817
Farther Finance Advisors
California
$69.5K +$72.3K +248 New
GWS
818
Glassman Wealth Services
Virginia
$67.8K -$12K -41 -14%
BWAM
819
Boyd Watterson Asset Management
Ohio
$67.2K +$70K +240 New
BFEC
820
Benjamin F. Edwards & Company
Missouri
$66K +$4.08K +14 +6%
CA
821
Crewe Advisors
Utah
$64.4K -$18.1K -62 -21%
WOSD
822
WFA of San Diego
California
$64.4K +$67.1K +230 New
GIA
823
GHP Investment Advisors
Colorado
$63.9K +$4.37K +15 +7%
CFO
824
CVA Family Office
Colorado
$63K +$26.2K +90 +67%
CB
825
Centennial Bank
Arkansas
$63K +$65.6K +225 New

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.