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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
SWM
851
Spire Wealth Management
Virginia
$34K -$40K -137 -53%
TAIM
852
TD Ameritrade Investment Management
Nebraska
$34K +$35K +120 New
LOIP
853
Live Oak Investment Partners
Texas
$33.9K
LS
854
Livforsakringsbolaget Skandia
Sweden
$33.9K
AAG
855
Armstrong Advisory Group
Massachusetts
$33.1K +$34.4K +118 New
CS
856
Comerica Securities
Michigan
$33.1K +$34.4K +118 New
CA
857
CoreCap Advisors
Michigan
$32.8K +$34.1K +117 New
DF
858
DecisionPoint Financial
Arizona
$32.5K +$33.8K +116 New
JIR
859
James Investment Research
Ohio
$32K
TWA
860
TCI Wealth Advisors
Arizona
$31.8K +$2.33K +8 +8%
AIM
861
Anchor Investment Management
South Carolina
$31.7K
PO
862
Private Ocean
California
$30.5K
UCB
863
United Community Bank
South Carolina
$30.3K +$31.5K +108 New
IGWM
864
ICA Group Wealth Management
Colorado
$29.3K +$30.3K +104 New
ZB
865
Zions Bancorporation
Utah
$28.3K -$51.6K -177 -64%
HCM
866
Hollencrest Capital Management
California
$28.3K +$29.5K +101 New
APC
867
Aspire Private Capital
North Carolina
$28K -$33.8K -116 -54%
GFPC
868
Global Financial Private Client
Florida
$28K +$14.6K +50 +100%
FHA
869
First Horizon Advisors
Tennessee
$27.5K -$2.63K -9 -8%
SSB
870
Sandy Spring Bank
Maryland
$27.5K
CCMW
871
Cypress Capital Management (Wyoming)
Wyoming
$26.9K
ST
872
Smithfield Trust
Pennsylvania
$26K -$51.3K -176 -66%
TFS
873
TrustCore Financial Services
Tennessee
$25.8K
DWP
874
Destiny Wealth Partners
Florida
$25.8K +$17.5K +60 +188%
ME
875
McIlrath & Eck
Washington
$24.9K +$9.33K +32 +56%

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.