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Public Storage

881 hedge funds and large institutions have $40.8B invested in Public Storage in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 308 increasing their positions, 274 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 45

74% more call options, than puts

Call options by funds: $91.7M | Put options by funds: $52.7M

12% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 274

6% more funds holding

Funds holding: 833881 (+48)

2% less capital invested

Capital invested by funds: $41.8B → $40.8B (-$933M)

1.15% less ownership

Funds ownership: 79.65%78.51% (-1.1%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
881
Holders Change
+48
Holders Change %
+5.76%
% of All Funds
15.42%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
104
Increased
308
Reduced
274
Closed
45
Calls
$91.7M
Puts
$52.7M
Net Calls
+$38.9M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$1.26M -$146K -466 -10%
WAM
402
World Asset Management
Michigan
$1.25M -$93.2K -297 -7%
BFA
403
Bragg Financial Advisors
North Carolina
$1.24M -$30.1K -96 -2%
Koshinski Asset Management
404
Koshinski Asset Management
Illinois
$1.22M +$1.29M +4,103 New
KRSITF
405
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.2M +$27.3K +87 +2%
MLL
406
Moody Lynn & Lieberson
Massachusetts
$1.19M
SIAP
407
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.17M -$90.7K -289 -7%
MFG
408
Merit Financial Group
Georgia
$1.16M +$941 +3 +0.1%
BSW
409
Buckingham Strategic Wealth
Missouri
$1.16M +$21.7K +69 +2%
HFAS
410
Hummer Financial Advisory Services
Illinois
$1.15M
SBIA
411
Sheaff Brock Investment Advisors
Indiana
$1.14M +$27.6K +88 +2%
FP
412
Fiduciary Planning
Florida
$1.14M -$59K -188 -5%
OPA
413
Old Port Advisors
Maine
$1.14M +$164K +522 +16%
CG
414
Colony Group
Massachusetts
$1.13M
WA
415
WBH Advisory
Maryland
$1.13M
CAM
416
Columbia Asset Management
Michigan
$1.13M +$1.19M +3,790 New
HIIFS
417
Harel Insurance Investments & Financial Services
Israel
$1.12M +$1.18M +3,770 New
BBVA
418
Banco Bilbao Vizcaya Argentaria
Spain
$1.11M +$23.2K +74 +2%
DZ Bank
419
DZ Bank
Germany
$1.1M +$1.16M +3,708 New
HTC
420
Haverford Trust Company
Pennsylvania
$1.1M
FTDI
421
First Trust Direct Indexing
Massachusetts
$1.09M +$61.2K +195 +6%
PHS
422
Pekin Hardy Strauss
Illinois
$1.08M +$1.57K +5 +0.1%
PFS
423
Prospera Financial Services
Texas
$1.07M +$1.13M +3,593 New
DI
424
Diligent Investors
California
$1.07M
UFF
425
USA Financial Formulas
Michigan
$1.07M +$1.13M +3,589 New

PSA Hedge Fund Activity: Q3 2021 in Review

881 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2021, worth a combined $40.8B — down 2.2% from $41.8B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PSA positions and 45 closed out — a net gain of 59 holders — while 308 added to existing stakes and 274 trimmed.

The largest buyer was Centersquare Investment Management, adding an estimated $123M. The largest seller was Wellington Management Group, cutting an estimated $442M.

  • 881 institutional investors held Public Storage (PSA) as of Q3 2021, up from 833 in Q2 2021.
  • Funds reported $40.8B of Public Storage stock for Q3 2021, down 2.2% quarter-over-quarter.
  • 104 funds opened new Public Storage positions in Q3 2021 and 45 closed out, a net change of +59 holders.
  • The largest Public Storage buyer in Q3 2021 was Centersquare Investment Management, an estimated $123M added.
  • The largest Public Storage seller in Q3 2021 was Wellington Management Group, an estimated $442M sold.

Based on aggregated 13F filings for Q3 2021.