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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
CAM
501
Campion Asset Management
Virginia
$878K
SC
502
Solstein Capital
California
$873K -$26.7K -80 -3%
FTDI
503
First Trust Direct Indexing
Massachusetts
$871K -$450K -1,347 -37%
RPC
504
Rossmore Private Capital
Connecticut
$870K
IFG
505
Independent Financial Group
California
$868K +$151K +451 +24%
CF
506
Centaurus Financial
California
$861K +$544K +1,630 +244%
RPCONE
507
Retirement Planning Company of New England
Rhode Island
$855K +$763K +2,283 New
DMBA
508
Deseret Mutual Benefit Administrators
Utah
$842K +$14K +42 +2%
SPC
509
Sigma Planning Corp
Michigan
$841K +$274K +821 +58%
BFG
510
Berger Financial Group
Minnesota
$834K +$744K +2,226 New
RCM
511
RB Capital Management
Nevada
$832K +$38.7K +116 +6%
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$831K +$85.5K +256 +13%
MS
513
Maven Securities
Jersey
$824K +$735K +2,200 New
FNT
514
First Nebraska Trust
Nebraska
$812K
FMC
515
First Merchants Corp
Indiana
$809K -$334 -1 -0%
II
516
Inspire Investing
Idaho
$805K +$21.4K +64 +3%
LAI
517
Legal Advantage Investments
California
$800K +$167K +500 +29%
Assenagon Asset Management
518
Assenagon Asset Management
Luxembourg
$800K +$437K +1,309 +158%
PG
519
Pendal Group
Australia
$797K -$465K -1,392 -40%
JF
520
Jump Financial
Illinois
$787K +$701K +2,100 New
FPCP
521
Fort Point Capital Partners
California
$785K +$43.4K +130 +7%
TA
522
TFG Advisers
Michigan
$771K +$18K +54 +3%
IC
523
IEQ Capital
California
$770K +$65.5K +196 +11%
BC
524
Bartlett & Co
Ohio
$768K +$104K +311 +18%
BCWM
525
Bartlett & Co Wealth Management
Ohio
$768K +$104K +311 +18%

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.