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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
KI
876
Kula Investments
Illinois
$24.6K +$356K +1,220 New
MS
877
Marshall & Sullivan
Washington
$23.5K +$24.5K +84 New
AWM
878
Avior Wealth Management
Nebraska
$23.5K +$292 +1 +1%
WAS
879
Winch Advisory Services
Wisconsin
$23K +$292 +1 +1%
BAM
880
Byrne Asset Management
New Jersey
$23K -$4.37K -15 -15%
EARNEST Partners
881
EARNEST Partners
Georgia
$22.4K
CSPIA
882
Cary Street Partners Investment Advisory
Virginia
$22.4K +$23.3K +80 New
TH
883
TCTC Holdings
Texas
$22.1K
BCMLT
884
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K +$6.42K +22 +42%
BIA
885
Bell Investment Advisors
California
$19.9K -$4.08K -14 -16%
HWMA
886
Heritage Wealth Management (Arizona)
Arizona
$19.1K +$9.91K +34 +100%
MCM
887
MV Capital Management
Maryland
$17.4K -$7K -24 -28%
PB
888
Pinnacle Bancorp
Nebraska
$17K
CBT
889
CoreFirst Bank & Trust
Kansas
$16.8K
DWMG
890
DB Wealth Management Group
California
$16.8K
LB
891
Legacy Bridge
Iowa
$16.5K +$17.2K +59 New
MYAM
892
Meiji Yasuda Asset Management
Japan
$16.3K -$23.9K -82 -0.1%
KFS
893
Kelly Financial Services
Massachusetts
$16.1K
BEI
894
Benjamin Edwards Inc
Missouri
$16K +$292 +1 +2%
HI
895
Harbour Investments
Wisconsin
$15.7K +$4.67K +16 +40%
HIIFS
896
Harel Insurance Investments & Financial Services
Israel
$15K -$251K -860 -94%
DFCM
897
Dark Forest Capital Management
Puerto Rico
$14.8K +$15.5K +53 New
CT
898
Caldwell Trust
Florida
$14K
SWA
899
Sutton Wealth Advisors
Florida
$13.2K +$2.04K +7 +18%
CAC
900
Core Alternative Capital
Georgia
$13K -$7K -24 -34%

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.