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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 %
CFGS
601
Concourse Financial Group Securities
Alabama
$506K +$36.3K +97 +8%
AHC
602
Adell Harriman & Carpenter
Texas
$504K +$3.75K +10 +0.7%
SWA
603
Stratos Wealth Advisors
Ohio
$503K -$7.11K -19 -1%
MGP
604
Metis Global Partners
California
$498K +$498K +1,330 New
WT
605
Whittier Trust
California
$497K – – –
SWM
606
Spire Wealth Management
Virginia
$493K +$88K +235 +22%
KFA
607
Krane Funds Advisors
New York
$490K -$23.6K -63 -5%
T
608
TNF
Montana
$488K +$362 +1 +0.1%
BJL
609
Brighton Jones LLC
Washington
$488K +$6K +16 +1%
QC
610
Quadrature Capital
United Kingdom
$487K +$487K +1,300 New
BWA
611
Blodgett Wealth Advisors
California
$487K +$487K +1,300 New
SG
612
Stonnington Group
California
$484K +$36.3K +100 +8%
RCM
613
RNC Capital Management
California
$483K – – –
DG
614
DMC Group
Alabama
$483K +$483K +1,397 New
VLKIM
615
Van Lanschot Kempen Investment Management
Netherlands
$477K -$674K -1,800 -59%
GWM
616
Geneos Wealth Management
Colorado
$475K +$19.1K +51 +4%
Fisher Asset Management
617
Fisher Asset Management
Washington
$473K +$115K +307 +32%
MWM
618
Merriman Wealth Management
Washington
$472K – – –
SS
619
Simplicity Solutions
Minnesota
$470K +$470K +1,256 New
HT
620
HighTower Trust
Texas
$467K +$467K +1,247 New
DTL
621
Dynamic Technology Lab
Singapore
$465K +$465K +1,241 New
CCM
622
Coldstream Capital Management
Washington
$463K +$65.6K +175 +17%
CIS
623
Connors Investor Services
Pennsylvania
$459K +$1.12K +3 +0.2%
ACP
624
Aveo Capital Partners
Colorado
$452K +$3K +8 +0.7%
MGIA
625
Moneta Group Investment Advisors
Missouri
$450K -$4.12K -11 -0.9%
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25
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