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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
AA
1001
AlphaCentric Advisors
Puerto Rico
-$241K -823 Closed
NP
1002
NorthRock Partners
Minnesota
-$226K -773 Closed
PWMAG
1003
Pinnacle Wealth Management Advisory Group
New Jersey
-$223K -761 Closed
FAFN
1004
First Affirmative Financial Network
Colorado
-$218K -745 Closed
ATC
1005
Argent Trust Co
Tennessee
-$218K -743 Closed
OC
1006
Oarsman Capital
Wisconsin
-$216K -737 Closed
DCM
1007
Donaldson Capital Management
Indiana
-$209K -713 Closed
BWP
1008
BSW Wealth Partners
Colorado
-$208K -711 Closed
ACM
1009
Alethea Capital Management
Washington
-$206K -703 Closed
KCM
1010
Kornitzer Capital Management
Kansas
-$205K -700 Closed
IFWM
1011
Institute for Wealth Management
Colorado
-$202K -691 Closed
RWA
1012
Ropes Wealth Advisors
Massachusetts
-$202K -689 Closed
PWM
1013
Peterson Wealth Management
Nevada
-$201K -686 Closed
CIP
1014
Convergence Investment Partners
Florida
-$199K -678 Closed
EW
1015
Evoke Wealth
California
-$101K -345 Closed
Twin Tree Management
1016
Twin Tree Management
Texas
-$47K -161 Closed
FAM
1017
Fred Alger Management
New York
-$36K -124 Closed
EC
1018
EdgeRock Capital
Colorado
-$20K -70 Closed
ADL
1019
Asset Dedication LLC
California
-$16K -55 -98%
WIM
1020
Westside Investment Management
California
-$15.2K -52 Closed
WWMSC
1021
Wagner Wealth Management (South Carolina)
South Carolina
-$13K -45 Closed
HR
1022
Howe & Rusling
New York
-$10K -35 Closed
QC
1023
Quent Capital
New York
-$10K -35 Closed
CB
1024
Community Bank
New York
-$5K -17 Closed
IFAM
1025
Institutional & Family Asset Management
Colorado
-$5K -16 Closed

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.