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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.78B +$36.1M +123,838 +0.6%
BlackRock
2
BlackRock
New York
$4.7B -$110M -376,381 -2%
State Street
3
State Street
Massachusetts
$3.18B -$12.9M -44,203 -0.4%
Cohen & Steers
4
Cohen & Steers
New York
$2.51B -$292M -1,001,176 -10%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.3B +$94.5M +324,129 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.01B +$109M +374,203 +12%
JP Morgan Chase
7
JP Morgan Chase
New York
$702M -$15.7M -53,701 -2%
Norges Bank
8
Norges Bank
Norway
$671M +$76.8M +263,202 +12%
Northern Trust
9
Northern Trust
Illinois
$666M -$44M -150,739 -6%
Legal & General Group
10
Legal & General Group
United Kingdom
$600M -$6.99M -23,987 -1%
AAMU
11
APG Asset Management US
New York
$538M -$4.94M -16,924 -0.9%
Deutsche Bank
12
Deutsche Bank
Germany
$482M -$69.2M -237,145 -12%
Morgan Stanley
13
Morgan Stanley
New York
$480M +$39M +133,832 +8%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$472M +$7.41M +25,424 +2%
Charles Schwab
15
Charles Schwab
California
$435M +$17.7M +60,826 +4%
RC
16
Resolution Capital
Australia
$432M -$20.6M -70,706 -4%
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$431M -$88.6M -303,672 -16%
Goldman Sachs
18
Goldman Sachs
New York
$422M -$31.2M -107,003 -7%
CIM
19
Centersquare Investment Management
Pennsylvania
$403M -$38.9M -133,323 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$400M +$6.4M +21,957 +2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$396M -$14M -47,969 -3%
N
22
Nuveen
North Carolina
$374M -$3.87M -13,274 -1%
UBS AM
23
UBS AM
Illinois
$373M +$2.02M +6,926 +0.5%
American Century Companies
24
American Century Companies
Missouri
$372M +$109M +374,538 +39%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$321M -$19.8M -67,987 -6%

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.