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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
SWP
551
Stratos Wealth Partners
Ohio
$653K +$29.4K +88 +5%
TMAM
552
Tokio Marine Asset Management
Japan
$652K -$33.7K -101 -5%
GT
553
Greenleaf Trust
Michigan
$647K +$18.7K +56 +3%
DADC
554
D.A. Davidson & Co
Montana
$647K +$222K +666 +63%
WP
555
WealthPLAN Partners
Nebraska
$645K
SAM
556
Summit Asset Management
Tennessee
$644K
MA
557
Mutual Advisors
Nebraska
$642K +$47.1K +141 +9%
SBF
558
Sara-Bay Financial
Florida
$639K -$5.34K -16 -0.9%
WC
559
Winmill & Co
New York
$637K
CC
560
Commons Capital
Massachusetts
$634K +$565K +1,692 New
S
561
SignatureFD
Georgia
$633K +$92.2K +276 +20%
EWM
562
Empirical Wealth Management
Washington
$632K -$30.4K -91 -5%
MC
563
Manteio Capital
New Jersey
$628K +$560K +1,676 New
CIC
564
Carnegie Investment Counsel
Ohio
$627K +$40.7K +122 +8%
ST
565
Spinnaker Trust
Maine
$621K
KA
566
Kintegral Advisory
New York
$615K
QT
567
Quantbot Technologies
New York
$608K -$7.17M -21,468 -93%
Tudor Investment Corp
568
Tudor Investment Corp
Connecticut
$606K -$960K -2,873 -64%
APP
569
Avantax Planning Partners
Iowa
$606K
BFC
570
Blue Fin Capital
Rhode Island
$603K -$5.34K -16 -1%
CT
571
Cambridge Trust
Massachusetts
$599K +$534K +1,600 New
LWCFA
572
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$593K
JFGLC
573
Johnson Financial Group LLC (Colorado)
Colorado
$588K -$73.5K -220 -12%
KIA
574
KCM Investment Advisors
California
$588K +$55.1K +165 +12%
AC
575
AlphaCore Capital
California
$587K

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.