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Public Storage
PSA

Overview Fund Activity

966 hedge funds and large institutions have $51.4B invested in Public Storage in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 340 increasing their positions, 277 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+91
Holders Change %
+10.4%
% of All Funds
14.92%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.34%
New
168
Increased
340
Reduced
277
Closed
61
Calls
$138M
Puts
$127M
Net Calls
+$11.7M
Net Calls Change
-$27.2M

Top Buyers

1
State Street
State Street
Massachusetts
+$228M
2
BlackRock
BlackRock
New York
+$171M
3
Northern Trust
Northern Trust
Illinois
+$161M
4
CIM
Centersquare Investment Management
Pennsylvania
+$111M
5
Ameriprise
Ameriprise
Minnesota
+$104M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$300M
2
Wells Fargo
Wells Fargo
California
-$178M
3
EIM
Elliott Investment Management
Florida
-$171M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$105M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
451
Donoghue Forlines
Massachusetts
$1.17M +$1.17M +3,133 New
LW
452
Linscomb Wealth
Texas
$1.16M +$375 +1 +0%
V
453
Veritable
Delaware
$1.16M +$19.1K +51 +2%
EWM
454
Evercore Wealth Management
New York
$1.16M – – –
IIA
455
ICW Investment Advisors
Arizona
$1.15M +$45K +120 +4%
HWAM
456
Hennion & Walsh Asset Management
New Jersey
$1.14M -$107K -286 -9%
DWM
457
Dakota Wealth Management
Florida
$1.13M +$375 +1 +0%
OPS
458
Orion Portfolio Solutions
Nebraska
$1.12M +$97.4K +260 +10%
HI
459
Horizon Investments
North Carolina
$1.1M +$22.5K +60 +2%
SWM
460
Segment Wealth Management
Texas
$1.09M +$23.6K +63 +2%
ASN
461
Advisory Services Network
Georgia
$1.09M -$4.12K -11 -0.4%
BEI
462
Benjamin Edwards Inc
Missouri
$1.08M +$25.1K +67 +2%
JFA
463
Johanson Financial Advisors
California
$1.06M +$4.87K +13 +0.5%
WA
464
Waddell & Associates
Tennessee
$1.06M +$9.36K +25 +0.9%
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$1.06M +$38.2K +102 +4%
DZ Bank
466
DZ Bank
Germany
$1.05M -$332K -892 -24%
FLI
467
Family Legacy Inc
South Carolina
$1.04M – – –
LNC
468
Lincoln National Corp
Pennsylvania
$1.04M +$35.2K +94 +4%
EMG
469
ETF Managers Group
New Jersey
$1.04M +$49.2K +132 +5%
RJT
470
Raymond James Trust
Florida
$1.04M +$212K +566 +26%
FAM
471
Formidable Asset Management
Ohio
$1.03M -$967K -2,583 -48%
WFI
472
West Family Investments
California
$1.02M -$164K -437 -14%
SIC
473
SFE Investment Counsel
California
$1.02M – – –
VI
474
Versor Investments
New York
$1.01M +$1.01M +2,700 New
CAGAS
475
Capital Advisory Group Advisory Services
Minnesota
$1.01M +$28.8K +77 +3%
17 18
19
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