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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
GEA
926
Glen Eagle Advisors
New Jersey
$3.36K
AWM
927
Atticus Wealth Management
Florida
$3.36K +$3.5K +12 New
GI
928
GS Investments
Minnesota
$3.08K
ACP
929
Arcus Capital Partners
Georgia
$3.08K +$3.21K +11 New
BWM
930
Baystate Wealth Management
Massachusetts
$3K
TCA
931
Trifecta Capital Advisors
Illinois
$2.52K +$2.63K +9 New
CCA
932
Column Capital Advisors
Indiana
$2.24K
MA
933
MCF Advisors
Kentucky
$2.24K
CTA
934
Colonial Trust Advisors
South Carolina
$2.24K +$2.33K +8 New
CAL
935
Capital Advisors Ltd
Ohio
$2K +$51.6K +177 New
VCM
936
Versant Capital Management
Arizona
$1.68K -$2.04K -7 -54%
MPCL
937
My Personal CFO LLC
Washington
$1.68K +$1.75K +6 New
RA
938
Rise Advisors
New York
$1.48K
AAP
939
Arax Advisory Partners
Colorado
$1.41K
SWA
940
SOA Wealth Advisors
New York
$1.4K
KFI
941
Key Financial Inc
Pennsylvania
$1.17K
TFA
942
Transamerica Financial Advisors
Florida
$1K
AA
943
Ancora Advisors
Ohio
$1K +$1.17K +4 New
ECM
944
Everence Capital Management
Indiana
$916 -$356K -1,220 -27%
NFSG
945
Newbridge Financial Services Group
Florida
$853
TFM
946
TFC Financial Management
Massachusetts
$841 -$161K -553 -99%
FSWA
947
Financial Synergies Wealth Advisors
Texas
$841
EE
948
EWG Elevate
California
$841 +$875 +3 New
LF
949
Lee Financial
Texas
$560 -$2.04K -7 -78%
AA
950
Addison Advisors
Vermont
$560

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.