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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
KFA
576
Krane Funds Advisors
New York
$407K -$158K -502 -27%
SWA
577
Stratos Wealth Advisors
Ohio
$405K +$23.2K +74 +6%
PAS
578
Park Avenue Securities
New York
$399K -$4.08K -13 -1%
BO
579
Bank OZK
Arkansas
$397K
AHC
580
Adell Harriman & Carpenter
Texas
$397K -$20.1K -64 -5%
WT
581
Whittier Trust
California
$394K +$9.41K +30 +2%
AII
582
AGF Investments Inc
Ontario, Canada
$393K +$233K +741 +127%
MWM
583
Mission Wealth Management
California
$390K
ESCM
584
Echo Street Capital Management
New York
$390K +$412K +1,314 New
RWM
585
Ritholtz Wealth Management
New York
$387K +$17.9K +57 +5%
MMG
586
Monetary Management Group
Missouri
$386K
RCM
587
RNC Capital Management
California
$383K
QCG
588
Quadrant Capital Group
Ohio
$383K +$10.4K +33 +3%
BJL
589
Brighton Jones LLC
Washington
$382K +$4.08K +13 +1%
SIM
590
Sentry Investment Management
Wisconsin
$380K -$58.7K -187 -13%
GCP
591
GSA Capital Partners
United Kingdom
$380K +$401K +1,279 New
MWM
592
Merriman Wealth Management
Washington
$375K
CFGS
593
Concourse Financial Group Securities
Alabama
$373K -$11.9K -38 -3%
SG
594
Stonnington Group
California
$370K
CIM
595
Contravisory Investment Management
Massachusetts
$370K +$17.3K +55 +5%
M
596
MOTCO
Texas
$369K
CIS
597
Connors Investor Services
Pennsylvania
$364K
GWM
598
Geneos Wealth Management
Colorado
$361K
MGIA
599
Moneta Group Investment Advisors
Missouri
$360K +$314 +1 +0.1%
DS
600
DRW Securities
Illinois
$359K +$379K +1,208 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.