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Public Storage

968 hedge funds and large institutions have $43.1B invested in Public Storage in 2022 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 354 increasing their positions, 354 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more call options, than puts

Call options by funds: $125M | Put options by funds: $124M

0% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 354

0.83% less ownership

Funds ownership: 79.31%78.47% (-0.83%)

4% less funds holding

Funds holding: 1,013968 (-45)

14% less funds holding in top 10

Funds holding in top 10: 2925 (-4)

20% less capital invested

Capital invested by funds: $54B → $43.1B (-$10.9B)

23% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 116

Holders
968
Holders Change
-45
Holders Change %
-4.44%
% of All Funds
16.31%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.42%
New
89
Increased
354
Reduced
354
Closed
116
Calls
$125M
Puts
$124M
Net Calls
+$597K
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
APC
851
Aspire Private Capital
North Carolina
$68K
CWC
852
Carolinas Wealth Consulting
North Carolina
$67K +$346 +1 +0.5%
FP
853
Financial Perspectives
Minnesota
$66.6K
PTC
854
Private Trust Company
Ohio
$66K +$73.1K +211 New
EWM
855
Evermay Wealth Management
Virginia
$63K
LCM
856
Logan Capital Management
Pennsylvania
$63K
SIC
857
Salem Investment Counselors
North Carolina
$63K
TC
858
Trust Company
Kansas
$62K -$692 -2 -1%
BC
859
Burleson & Co
California
$62K
MCC
860
Money Concepts Capital
Florida
$61K -$21.5K -62 -25%
SC
861
Schubert & Co
Texas
$61K +$346 +1 +0.5%
SBL
862
Sargent Bickham Lagudis
Colorado
$53K -$8.31K -24 -12%
PWMG
863
Prestige Wealth Management Group
New Jersey
$53K -$3.46K -10 -6%
SIS
864
Sound Income Strategies
Florida
$52K
APA
865
American Portfolios Advisors
New York
$51.3K -$4.5K -13 -7%
1IA
866
1834 Investment Advisors
Wisconsin
$51K +$34.6K +100 +161%
PCG
867
Private Capital Group
Connecticut
$43K -$103K -297 -68%
TFA
868
Toth Financial Advisory
Virginia
$43K
RA
869
Rational Advisors
New York
$41K +$5.89K +17 +15%
LPWM
870
Lake Point Wealth Management
Texas
$39K
HIIFS
871
Harel Insurance Investments & Financial Services
Israel
$38K
BTI
872
Blue Trust Inc
Georgia
$37K +$33.2K +96 New
JIR
873
James Investment Research
Ohio
$36K
DAC
874
Dividend Assets Capital
South Carolina
$34K
TWA
875
TCI Wealth Advisors
Arizona
$33K +$5.19K +15 +16%

PSA Hedge Fund Activity: Q2 2022 in Review

968 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2022, worth a combined $43.1B — down 20% from $54B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of PSA and 89 opened new positions — a net loss of 27 holders — while 354 trimmed existing stakes and 354 added.

The largest buyer was Goldman Sachs, adding an estimated $183M. The largest seller was Cohen & Steers, cutting an estimated $413M.

  • 968 institutional investors held Public Storage (PSA) as of Q2 2022, down from 1,013 in Q1 2022.
  • Funds reported $43.1B of Public Storage stock for Q2 2022, down 20% quarter-over-quarter.
  • 89 funds opened new Public Storage positions in Q2 2022 and 116 closed out, a net change of -27 holders.
  • The largest Public Storage buyer in Q2 2022 was Goldman Sachs, an estimated $183M added.
  • The largest Public Storage seller in Q2 2022 was Cohen & Steers, an estimated $413M sold.

Based on aggregated 13F filings for Q2 2022.