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Public Storage

973 hedge funds and large institutions have $51.5B invested in Public Storage in 2021 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 343 increasing their positions, 277 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 61

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

26% more capital invested

Capital invested by funds: $40.8B → $51.5B (+$10.6B)

24% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 277

10% more funds holding

Funds holding: 881973 (+92)

9% more call options, than puts

Call options by funds: $138M | Put options by funds: $127M

0.11% more ownership

Funds ownership: 78.51%78.62% (+0.11%)

Holders
973
Holders Change
+92
Holders Change %
+10.44%
% of All Funds
14.97%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.34%
New
169
Increased
343
Reduced
277
Closed
61
Calls
$138M
Puts
$127M
Net Calls
+$11.7M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GFA
376
Gifford Fong Associates
California
$1.87M
SAM
377
Sompo Asset Management
Japan
$1.86M -$852K -2,550 -34%
BO
378
BRR OpCo
Ohio
$1.82M -$26.7K -80 -2%
4WM
379
44 Wealth Management
Oregon
$1.81M +$81.5K +244 +5%
O
380
Ossiam
France
$1.8M -$4.08M -12,227 -72%
Loomis, Sayles & Company
381
Loomis, Sayles & Company
Massachusetts
$1.79M +$441K +1,319 +38%
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$1.78M +$701K +2,099 +79%
FFN
383
Focus Financial Network
Minnesota
$1.78M +$464K +1,390 +41%
ETC
384
Exchange Traded Concepts
Oklahoma
$1.77M +$947K +2,834 +149%
HW
385
Hancock Whitney
Mississippi
$1.77M -$2K -6 -0.1%
LIM
386
Loudon Investment Management
New Hampshire
$1.77M
Lido Advisors
387
Lido Advisors
California
$1.75M -$8.35K -25 -0.5%
LA
388
Lindenwold Advisors
Pennsylvania
$1.75M +$1.56M +4,664 New
EP
389
Edgestream Partners
New Jersey
$1.75M +$1.56M +4,661 New
CANY
390
Caxton Associates (New York)
New York
$1.74M +$1.55M +4,635 New
NA
391
NewEdge Advisors
Louisiana
$1.7M -$306K -915 -17%
CFD
392
Creative Financial Designs
Indiana
$1.69M -$18.7K -56 -1%
ECM
393
Everence Capital Management
Indiana
$1.68M
LTI
394
Laffer Tengler Investments
Tennessee
$1.68M -$67.1K -201 -4%
SPIA
395
Steward Partners Investment Advisory
New York
$1.67M +$74.8K +224 +5%
PCM
396
Penserra Capital Management
California
$1.67M +$35.4K +106 +2%
MWM
397
Maltin Wealth Management
New Jersey
$1.65M -$31.1K -93 -2%
FC
398
Forte Capital
New York
$1.65M -$1.67K -5 -0.1%
PFO
399
Pathstone Family Office
New Jersey
$1.64M +$885K +2,649 +153%
UOC
400
UBS O'Connor
Illinois
$1.63M +$1.45M +4,350 New

PSA Hedge Fund Activity: Q4 2021 in Review

973 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2021, worth a combined $51.5B — up 26% from $40.8B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new PSA positions and 61 closed out — a net gain of 108 holders — while 343 added to existing stakes and 277 trimmed.

The largest buyer was State Street, adding an estimated $203M. The largest seller was Wellington Management Group, cutting an estimated $267M.

  • 973 institutional investors held Public Storage (PSA) as of Q4 2021, up from 881 in Q3 2021.
  • Funds reported $51.5B of Public Storage stock for Q4 2021, up 26% quarter-over-quarter.
  • 169 funds opened new Public Storage positions in Q4 2021 and 61 closed out, a net change of +108 holders.
  • The largest Public Storage buyer in Q4 2021 was State Street, an estimated $203M added.
  • The largest Public Storage seller in Q4 2021 was Wellington Management Group, an estimated $267M sold.

Based on aggregated 13F filings for Q4 2021.