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Public Storage
PSA

Overview Fund Activity

966 hedge funds and large institutions have $51.4B invested in Public Storage in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 340 increasing their positions, 277 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+91
Holders Change %
+10.4%
% of All Funds
14.92%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.34%
New
168
Increased
340
Reduced
277
Closed
61
Calls
$138M
Puts
$127M
Net Calls
+$11.7M
Net Calls Change
-$27.2M

Top Buyers

1
State Street
State Street
Massachusetts
+$228M
2
BlackRock
BlackRock
New York
+$171M
3
Northern Trust
Northern Trust
Illinois
+$161M
4
CIM
Centersquare Investment Management
Pennsylvania
+$111M
5
Ameriprise
Ameriprise
Minnesota
+$104M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$300M
2
Wells Fargo
Wells Fargo
California
-$178M
3
EIM
Elliott Investment Management
Florida
-$171M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$105M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
576
Synovus Financial
Georgia
$572K +$751 +2 +0.1%
BC
577
Bridgefront Capital
Texas
$572K +$572K +1,526 New
PGFC
578
Peapack-Gladstone Financial Corp
New Jersey
$571K -$15K -40 -3%
CI
579
Conning Inc
Connecticut
$570K -$43K -115 -7%
BIP
580
Blueprint Investment Partners
North Carolina
$559K +$150K +400 +37%
FP
581
Fiduciary Planning
Florida
$556K -$876K -2,338 -61%
MBTD
582
Mechanics Bank - Trust Department
California
$554K – – –
JIC
583
Johnson Investment Counsel
Ohio
$551K +$270K +719 +96%
MCP
584
Mirador Capital Partners
California
$546K – – –
AF
585
Arrow Financial
New York
$543K -$112K -300 -17%
PAS
586
Park Avenue Securities
New York
$543K +$40.8K +109 +8%
SMF
587
Sterling Manor Financial
New York
$542K +$542K +1,446 New
CIM
588
Contravisory Investment Management
Massachusetts
$540K +$73.8K +197 +16%
VF
589
Vista Finance
Missouri
$536K +$536K +1,432 New
JWCA
590
J.W. Cole Advisors
Florida
$534K +$534K +1,424 New
BHBT
591
Burke & Herbert Bank & Trust
Virginia
$527K – – –
SIM
592
Sentry Investment Management
Wisconsin
$525K +$45.3K +121 +9%
HGERS
593
Householder Group Estate & Retirement Specialist
Arizona
$525K +$525K +1,402 New
PIM
594
Perpetual Investment Management
Australia
$524K -$112K -300 -18%
JCM
595
Jacobi Capital Management
Pennsylvania
$521K +$2.62K +7 +0.5%
RWM
596
Ritholtz Wealth Management
New York
$515K +$27.3K +73 +6%
HFM
597
Harvest Fund Management
China
$511K -$185K -499 -27%
CG
598
Caprock Group
Idaho
$510K +$104K +278 +26%
QCG
599
Quadrant Capital Group
Ohio
$508K +$25.8K +69 +5%
Bank Julius Baer & Co
600
Bank Julius Baer & Co
Switzerland
$507K -$337K -899 -40%
22 23
24
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