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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
RWM
601
Ritholtz Wealth Management
New York
$515K +$24.4K +73 +6%
HFM
602
Harvest Fund Management
China
$511K -$167K -499 -27%
CG
603
Caprock Group
Idaho
$510K +$92.9K +278 +26%
QCG
604
Quadrant Capital Group
Ohio
$508K +$23K +69 +5%
Bank Julius Baer & Co
605
Bank Julius Baer & Co
Switzerland
$507K -$300K -899 -40%
CFGS
606
Concourse Financial Group Securities
Alabama
$506K +$32.4K +97 +8%
AHC
607
Adell Harriman & Carpenter
Texas
$504K +$3.34K +10 +0.7%
SWA
608
Stratos Wealth Advisors
Ohio
$503K -$6.35K -19 -1%
MGP
609
Metis Global Partners
California
$498K +$444K +1,330 New
WT
610
Whittier Trust
California
$497K
SWM
611
Spire Wealth Management
Virginia
$493K +$78.5K +235 +22%
KFA
612
Krane Funds Advisors
New York
$490K -$21K -63 -5%
T
613
TNF
Montana
$488K +$334 +1 +0.1%
BJL
614
Brighton Jones LLC
Washington
$488K +$5.34K +16 +1%
BWA
615
Blodgett Wealth Advisors
California
$487K +$434K +1,300 New
QC
616
Quadrature Capital
United Kingdom
$487K +$434K +1,300 New
SG
617
Stonnington Group
California
$484K +$33.4K +100 +8%
RCM
618
RNC Capital Management
California
$483K
DG
619
DMC Group
Alabama
$483K +$467K +1,397 New
VLKIM
620
Van Lanschot Kempen Investment Management
Netherlands
$477K -$601K -1,800 -59%
GWM
621
Geneos Wealth Management
Colorado
$475K +$17K +51 +4%
Fisher Asset Management
622
Fisher Asset Management
Washington
$473K +$103K +307 +32%
MWM
623
Merriman Wealth Management
Washington
$472K
SS
624
Simplicity Solutions
Minnesota
$470K +$420K +1,256 New
HT
625
HighTower Trust
Texas
$467K +$417K +1,247 New

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.