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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
CG
626
Caprock Group
Idaho
$322K +$4.08K +13 +1%
SF
627
Symphony Financial
Texas
$322K +$334K +1,064 New
SXL
628
Summit X LLC
Missouri
$320K +$1.57K +5 +0.5%
SAM
629
Secure Asset Management
Michigan
$316K +$2.2K +7 +0.7%
DADC
630
D.A. Davidson & Co
Montana
$316K +$32.9K +105 +11%
American Century Companies
631
American Century Companies
Missouri
$313K -$89.7K -286 -21%
PCFFS
632
Pacific Center for Financial Services
California
$313K
CFAM
633
Center For Asset Management
Florida
$311K
HAG
634
HighPoint Advisor Group
Illinois
$309K -$22.3K -71 -6%
BOPW
635
Brandywine Oak Private Wealth
Pennsylvania
$308K
MC
636
Moors & Cabot
Massachusetts
$307K -$40.5K -129 -11%
WA
637
WESPAC Advisors
California
$302K +$319K +1,016 New
GFP
638
Gryphon Financial Partners
Ohio
$302K +$320K +1,019 New
CAG
639
Curtis Advisory Group
California
$301K
KJHP
640
K.J. Harrison & Partners
Ontario, Canada
$299K +$314K +1,000 New
MOS
641
MGO One Seven
Ohio
$295K +$6.28K +20 +2%
LIM
642
Longfellow Investment Management
Massachusetts
$287K
S
643
SimplyRich
California
$287K
Fisher Asset Management
644
Fisher Asset Management
Washington
$284K -$49.3K -157 -14%
TCOV
645
Trust Company of Vermont
Vermont
$283K -$4.08K -13 -1%
BCI
646
Brinker Capital Investments
Pennsylvania
$281K
FDCDDQ
647
Federation des caisses Desjardins du Quebec
Quebec, Canada
$280K -$93.2K -297 -24%
FCH
648
Freestone Capital Holdings
Washington
$279K +$15.7K +50 +6%
BDF
649
Balasa Dinverno & Foltz
$279K +$295K +939 New
CT
650
Columbia Trust
Oregon
$277K -$628 -2 -0.2%

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.