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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
NW
451
Naviter Wealth
Arkansas
$1.18M +$1.05M +3,138 New
USCWA
452
U.S. Capital Wealth Advisors
Texas
$1.17M -$10.4K -31 -1%
DF
453
Donoghue Forlines
Massachusetts
$1.17M +$1.05M +3,133 New
LW
454
Linscomb Wealth
Texas
$1.16M +$334 +1 +0%
V
455
Veritable
Delaware
$1.16M +$17K +51 +2%
EWM
456
Evercore Wealth Management
New York
$1.16M
IIA
457
ICW Investment Advisors
Arizona
$1.15M +$40.1K +120 +4%
HWAM
458
Hennion & Walsh Asset Management
New Jersey
$1.14M -$95.5K -286 -9%
DWM
459
Dakota Wealth Management
Florida
$1.13M +$334 +1 +0%
OPS
460
Orion Portfolio Solutions
Nebraska
$1.12M +$86.8K +260 +10%
HI
461
Horizon Investments
North Carolina
$1.1M +$20K +60 +2%
SWM
462
Segment Wealth Management
Texas
$1.09M +$21K +63 +2%
ASN
463
Advisory Services Network
Georgia
$1.08M -$3.67K -11 -0.4%
BEI
464
Benjamin Edwards Inc
Missouri
$1.07M +$22.4K +67 +2%
JFA
465
Johanson Financial Advisors
California
$1.06M +$4.34K +13 +0.5%
WA
466
Waddell & Associates
Tennessee
$1.06M +$8.35K +25 +0.9%
LNWWM
467
Laird Norton Wetherby Wealth Management
California
$1.06M +$34.1K +102 +4%
DZ Bank
468
DZ Bank
Germany
$1.05M -$298K -892 -24%
LSA
469
Leonteq Securities AG
Switzerland
$1.04M +$931K +2,786 New
FLI
470
Family Legacy Inc
South Carolina
$1.04M
LNC
471
Lincoln National Corp
Pennsylvania
$1.04M +$31.4K +94 +4%
EMG
472
ETF Managers Group
New Jersey
$1.04M +$44.1K +132 +5%
RJT
473
Raymond James Trust
Florida
$1.04M +$189K +566 +26%
FAM
474
Formidable Asset Management
Ohio
$1.03M -$863K -2,583 -48%
WFI
475
West Family Investments
California
$1.02M -$146K -437 -14%

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.