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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
FANJ
601
Financial Architects (New Jersey)
New Jersey
$358K +$20.7K +66 +6%
BIM
602
Bridgecreek Investment Management
Oklahoma
$357K -$15.7K -50 -4%
AB
603
Atlas Brown
Kentucky
$357K
ACP
604
Aveo Capital Partners
Colorado
$356K +$3.45K +11 +0.9%
TPWA
605
TRUE Private Wealth Advisors
Oregon
$352K
MAFM
606
Mid Atlantic Financial Management
Pennsylvania
$351K
PHK
607
Point72 Hong Kong
Hong Kong
$345K -$3.6M -11,483 -91%
CW
608
CreativeOne Wealth
Kansas
$344K -$31.1K -99 -8%
LWAC
609
Laurel Wealth Advisors (California)
California
$343K -$70.3K -224 -16%
FCMT
610
Founders Capital Management (Texas)
Texas
$342K
AIC
611
Archer Investment Corporation
Indiana
$338K +$249K +795 +231%
QCM
612
Quantinno Capital Management
New York
$338K +$12.6K +40 +4%
MYLI
613
Meiji Yasuda Life Insurance
Japan
$337K -$37.7K -120 -10%
BAM
614
Barrett Asset Management
New York
$336K
WCG
615
Weaver Consulting Group
California
$332K
SCM
616
Stevens Capital Management
Pennsylvania
$331K -$453K -1,443 -56%
WOC
617
West Oak Capital
California
$331K -$12.6K -40 -3%
DCM
618
Driehaus Capital Management
Illinois
$331K +$350K +1,115 New
ATC
619
Argent Trust Co
Tennessee
$328K +$12.9K +41 +4%
HL
620
HeadInvest LLC
Maine
$325K -$9.41K -30 -3%
BIP
621
Blueprint Investment Partners
North Carolina
$324K +$343K +1,092 New
RWP
622
Ridgecrest Wealth Partners
California
$323K
SWM
623
Spire Wealth Management
Virginia
$322K -$49.3K -157 -13%
AF
624
Advisornet Financial
Minnesota
$322K
WPP
625
Whalerock Point Partners
Rhode Island
$322K

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.