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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
SWP
551
Stratos Wealth Partners
Ohio
$492K +$32K +102 +7%
KA
552
Kintegral Advisory
New York
$488K
CI
553
Conning Inc
Connecticut
$487K -$95.7K -305 -16%
BFC
554
Blue Fin Capital
Rhode Island
$483K -$36.4K -116 -7%
APP
555
Avantax Planning Partners
Iowa
$481K
H
556
HoyleCohen
California
$480K -$11K -35 -2%
LWCFA
557
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$470K
MA
558
Mutual Advisors
Nebraska
$468K
AC
559
AlphaCore Capital
California
$466K
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$465K +$1.25K +4 +0.3%
CIC
561
Carnegie Investment Counsel
Ohio
$461K
HAS
562
HBW Advisory Services
California
$460K
CTA
563
Chesley Taft & Associates
Illinois
$458K
T
564
TNF
Montana
$457K +$423K +1,347 New
SP
565
Successful Portfolios
Florida
$456K +$481K +1,534 New
SF
566
Synovus Financial
Georgia
$450K -$89.4K -285 -16%
MBTD
567
Mechanics Bank - Trust Department
California
$439K
MCP
568
Mirador Capital Partners
California
$433K
BRWA
569
B. Riley Wealth Advisors
Florida
$431K +$455K +1,450 New
SPC
570
Sigma Planning Corp
Michigan
$423K +$72.5K +231 +19%
S
571
SignatureFD
Georgia
$420K +$60.2K +192 +16%
BHBT
572
Burke & Herbert Bank & Trust
Virginia
$418K
KIA
573
KCM Investment Advisors
California
$417K +$11.9K +38 +3%
JCM
574
Jacobi Capital Management
Pennsylvania
$412K -$7.53K -24 -2%
NIM
575
NuWave Investment Management
New Jersey
$410K +$433K +1,381 New

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.