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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
DAC
826
Dividend Assets Capital
South Carolina
$62K +$32.1K +110 +100%
JFA
827
JNBA Financial Advisors
Minnesota
$61.9K
DAM
828
Delta Asset Management
Tennessee
$60K +$62.4K +214 New
FP
829
Financial Perspectives
Minnesota
$59.7K
RFA
830
Resurgent Financial Advisors
Georgia
$57.2K +$59.5K +204 New
SIC
831
Salem Investment Counselors
North Carolina
$56.3K
LCM
832
Logan Capital Management
Pennsylvania
$56K
MSCM
833
McElhenny Sheffield Capital Management
Texas
$56K +$58.3K +200 New
BC
834
Burleson & Co
California
$55.5K
EWA
835
EverSource Wealth Advisors
Alabama
$53.3K -$248K -851 -82%
EI
836
Ellevest Inc
New York
$51.6K -$278K -954 -84%
PWMG
837
Prestige Wealth Management Group
New Jersey
$46.5K -$4.67K -16 -9%
GJIA
838
Glass Jacobson Investment Advisors
Maryland
$46.5K +$48.4K +166 New
SSG
839
Summit Securities Group
New York
$45K +$46.7K +160 +16,000%
PFA
840
Pathway Financial Advisers
Indiana
$44.1K +$45.8K +157 New
WAM
841
Wolverine Asset Management
Illinois
$44K +$45.8K +157 New
PCM
842
Perritt Capital Management
Illinois
$42K +$43.7K +150 New
SC
843
Schubert & Co
Texas
$41.6K -$14.3K -49 -25%
ONST
844
Old North State Trust
North Carolina
$41K
SIS
845
Sound Income Strategies
Florida
$40.6K -$5.83K -20 -12%
RA
846
Rational Advisors
New York
$39.8K +$1.17K +4 +3%
SBL
847
Sargent Bickham Lagudis
Colorado
$39.7K
TFA
848
Toth Financial Advisory
Virginia
$38.4K
ANBT
849
American National Bank & Trust
Texas
$37K -$4.08K -14 -10%
HWA
850
HHM Wealth Advisors
Tennessee
$35K +$7K +24 +24%

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.