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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
II
501
Inspire Investing
Idaho
$619K -$188K -598 -22%
APA
502
American Portfolios Advisors
New York
$619K +$402K +1,281 +160%
CAAS
503
Capital Asset Advisory Services
Michigan
$616K +$651K +2,074 New
MYIA
504
Mount Yale Investment Advisors
Colorado
$612K -$64K -204 -9%
WP
505
WealthPLAN Partners
Nebraska
$612K
SCA
506
Snowden Capital Advisors
New York
$608K +$3.77K +12 +0.6%
DP
507
Dearborn Partners
Illinois
$606K +$1.57K +5 +0.2%
IWC
508
Integrated Wealth Concepts
Massachusetts
$606K +$640K +2,039 New
CIM
509
CIM Investment Management
Pennsylvania
$604K -$3.45K -11 -0.5%
CCM
510
Cullen Capital Management
New York
$598K -$81K -258 -11%
HGWM
511
Horst & Graben Wealth Management
Oregon
$598K +$4.08K +13 +0.7%
TA
512
TFG Advisers
Michigan
$596K +$3.45K +11 +0.6%
EHC
513
Everett Harris & Co
California
$594K
WP
514
WMS Partners
Maryland
$594K
PFA
515
Peak Financial Advisors
Colorado
$594K +$57.1K +182 +10%
AIL
516
AGF Investments LLC
Ontario, Canada
$592K -$34.8K -111 -5%
CA
517
Cetera Advisors
Colorado
$586K +$64.6K +206 +12%
FPCP
518
Fort Point Capital Partners
California
$584K +$617K +1,965 New
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$583K -$66.5K -212 -10%
GWM
520
GSB Wealth Management
Connecticut
$579K -$15.1K -48 -2%
ETC
521
Exchange Traded Concepts
Oklahoma
$566K -$93.2K -297 -13%
TWI
522
Thomas White International
Illinois
$559K
HFM
523
Harvest Fund Management
China
$557K +$164K +524 +39%
CCG
524
Cypress Capital Group
Florida
$556K -$29.8K -95 -5%
IFG
525
Independent Financial Group
California
$554K +$135K +431 +30%

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.