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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
TWC
576
TD Waterhouse Canada
Ontario, Canada
$583K +$532K +1,594 New
HAS
577
HBW Advisory Services
California
$580K
CTA
578
Chesley Taft & Associates
Illinois
$577K
BRWA
579
B. Riley Wealth Advisors
Florida
$577K +$30.1K +90 +6%
SP
580
Successful Portfolios
Florida
$575K
SF
581
Synovus Financial
Georgia
$572K +$668 +2 +0.1%
BC
582
Bridgefront Capital
Texas
$572K +$510K +1,526 New
PGFC
583
Peapack-Gladstone Financial Corp
New Jersey
$571K -$13.4K -40 -3%
CI
584
Conning Inc
Connecticut
$570K -$38.4K -115 -7%
BIP
585
Blueprint Investment Partners
North Carolina
$559K +$134K +400 +37%
FP
586
Fiduciary Planning
Florida
$556K -$781K -2,338 -61%
MBTD
587
Mechanics Bank - Trust Department
California
$554K
JIC
588
Johnson Investment Counsel
Ohio
$551K +$240K +719 +96%
MCP
589
Mirador Capital Partners
California
$546K
AF
590
Arrow Financial
New York
$543K -$100K -300 -17%
PAS
591
Park Avenue Securities
New York
$543K +$36.4K +109 +8%
SMF
592
Sterling Manor Financial
New York
$542K +$483K +1,446 New
CIM
593
Contravisory Investment Management
Massachusetts
$540K +$65.8K +197 +16%
VF
594
Vista Finance
Missouri
$536K +$478K +1,432 New
JWCA
595
J.W. Cole Advisors
Florida
$534K +$476K +1,424 New
BHBT
596
Burke & Herbert Bank & Trust
Virginia
$527K
SIM
597
Sentry Investment Management
Wisconsin
$525K +$40.4K +121 +9%
HGERS
598
Householder Group Estate & Retirement Specialist
Arizona
$525K +$468K +1,402 New
PIM
599
Perpetual Investment Management
Australia
$524K -$100K -300 -18%
JCM
600
Jacobi Capital Management
Pennsylvania
$521K +$2.34K +7 +0.5%

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.