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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
PFC
426
Phocas Financial Corp
California
$1.06M
SC
427
Saturna Capital
Washington
$1.06M +$10.7K +34 +1%
QI
428
Qtron Investments
Massachusetts
$1.05M +$1.11M +3,540 New
PG
429
Pendal Group
Australia
$1.05M -$921K -2,934 -45%
MAM
430
Mastrapasqua Asset Management
Tennessee
$1.03M -$162K -515 -13%
Loomis, Sayles & Company
431
Loomis, Sayles & Company
Massachusetts
$1.03M +$1.05M +3,340 +2,694%
NAM
432
NorthCoast Asset Management
Connecticut
$1.01M +$1.06M +3,391 New
FFN
433
Focus Financial Network
Minnesota
$1M +$628 +2 +0.1%
UH
434
Unigestion Holding
Switzerland
$997K -$1.2M -3,837 -53%
HWAM
435
Hennion & Walsh Asset Management
New Jersey
$985K -$11K -35 -1%
MPPLM
436
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$975K -$5.65K -18 -0.5%
TFS
437
Thoroughbred Financial Services
Tennessee
$966K
LHC
438
Little House Capital
Massachusetts
$962K -$127K -404 -11%
SDIC
439
South Dakota Investment Council
South Dakota
$955K
USCWA
440
U.S. Capital Wealth Advisors
Texas
$940K +$993K +3,164 New
WFI
441
West Family Investments
California
$939K +$113K +360 +13%
LW
442
Linscomb Wealth
Texas
$920K +$68.7K +219 +8%
DAS
443
Dynamic Advisor Solutions
Arizona
$919K +$971K +3,095 New
EWM
444
Evercore Wealth Management
New York
$916K
GTCM
445
Gyon Technologies Capital Management
New Jersey
$916K +$353K +1,124 +57%
VLKIM
446
Van Lanschot Kempen Investment Management
Netherlands
$913K -$21.5M -68,600 -96%
VPIM
447
Vanguard Personalized Indexing Management
California
$910K +$143K +456 +17%
V
448
Veritable
Delaware
$902K -$628 -2 -0.1%
CIC
449
Cornercap Investment Counsel
Georgia
$901K -$2.82K -9 -0.3%
Capstone Investment Advisors
450
Capstone Investment Advisors
New York
$893K +$943K +3,006 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.