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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
RTC
901
Riverview Trust Company
Washington
$13K +$875 +3 +7%
WPA
902
West Paces Advisors
Georgia
$12.6K -$1.46K -5 -10%
MLM
903
Mount Lucas Management
Pennsylvania
$11.5K -$2.63M -9,004 -100%
IRC
904
Investors Research Corp
Georgia
$11.5K
NHT
905
New Hampshire Trust
New Hampshire
$11.2K +$11.7K +40 New
PPC
906
Park Place Capital
Alabama
$11K +$11.7K +40 New
HIA
907
Harbor Investment Advisory
Maryland
$10.9K
BAAM
908
Baker Avenue Asset Management
California
$10K +$10.5K +36 New
BWA
909
BDO Wealth Advisors
Florida
$9.81K
AF
910
Affiance Financial
Minnesota
$9.53K +$9.91K +34 New
MAWCM
911
Mine & Arao Wealth Creation & Management
California
$9.25K
FA
912
Financial Avengers
California
$8.85K +$292 +1 +3%
DSC
913
Duncker Streett & Co
Missouri
$8.41K
AWM
914
Accurate Wealth Management
Florida
$8.15K +$8.46K +29 New
CAM
915
ClariVest Asset Management
California
$8K -$6.95M -23,837 -100%
GWSA
916
Global Wealth Strategies & Associates
Colorado
$7.38K +$7.58K +26 New
DWA
917
Delos Wealth Advisors
Texas
$7.29K
NSIM
918
North Star Investment Management
Illinois
$7K -$321K -1,102 -98%
MFT
919
Moisand Fitzgerald Tamayo
Florida
$7K +$5.25K +18 +257%
FMP
920
Financial Management Professionals
Texas
$7K -$1.75K -6 -20%
HC
921
Hoese & Co
Minnesota
$7K
HBW
922
Hazlett, Burt & Watson
West Virginia
$6K
EBA
923
Eagle Bay Advisors
New York
$4.76K +$1.17K +4 +31%
FGAM
924
Financial Gravity Asset Management
Texas
$4.74K -$1.37M -4,701 -94%
AWM
925
Abound Wealth Management
Tennessee
$3.7K +$1.46K +5 +63%

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.