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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
GWM
526
GSB Wealth Management
Connecticut
$767K +$32.7K +98 +5%
CAAS
527
Capital Asset Advisory Services
Michigan
$765K -$10.4K -31 -1%
LAIC
528
Lederer & Associates Investment Counsel
California
$763K +$115K +345 +20%
DP
529
Dearborn Partners
Illinois
$760K -$3.01K -9 -0.4%
CCM
530
Cullen Capital Management
New York
$754K
HGWM
531
Horst & Graben Wealth Management
Oregon
$754K
AIP
532
Ameritas Investment Partners
Nebraska
$749K -$35.1K -105 -5%
CIM
533
CIM Investment Management
Pennsylvania
$749K -$11K -33 -2%
EHC
534
Everett Harris & Co
California
$748K
PFA
535
Peak Financial Advisors
Colorado
$746K -$2.34K -7 -0.4%
BO
536
Bank OZK
Arkansas
$745K +$218K +654 +49%
SF
537
Symphony Financial
Texas
$743K +$324K +970 +91%
CAM
538
Cresset Asset Management
Illinois
$734K +$94.2K +282 +17%
LWAC
539
Laurel Wealth Advisors (California)
California
$723K +$259K +774 +67%
CCA
540
Checchi Capital Advisers
California
$705K +$28.4K +85 +5%
TWI
541
Thomas White International
Illinois
$704K
CCG
542
Cypress Capital Group
Florida
$700K -$1.34K -4 -0.2%
DCM
543
Donaldson Capital Management
Indiana
$698K +$63.1K +189 +11%
SFS
544
Strategic Financial Services
New York
$691K
MYIA
545
Mount Yale Investment Advisors
Colorado
$689K -$73.5K -220 -11%
H
546
HoyleCohen
California
$689K +$75.5K +226 +14%
AIS
547
American Investment Services
Massachusetts
$678K
CA
548
Cetera Advisors
Colorado
$676K -$56.1K -168 -9%
GCMG
549
Gyroscope Capital Management Group
Florida
$669K -$126K -377 -17%
DC
550
Davenport & Co
Virginia
$665K

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.