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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
NGA
651
Naples Global Advisors
Florida
$277K
WS
652
Wedbush Securities
California
$269K +$284K +905 New
AIM
653
Anchor Investment Management
South Carolina
$267K
MC
654
Machina Capital
France
$267K +$282K +900 New
Fiera Capital (Canada)
655
Fiera Capital (Canada)
Quebec, Canada
$263K +$278K +885 New
BCM
656
Brookstone Capital Management
Illinois
$262K +$20.1K +64 +8%
NICM
657
Neo Ivy Capital Management
New York
$261K +$427K +1,361 New
TFA
658
Teamwork Financial Advisors
Texas
$259K -$8.16K -26 -3%
PWA
659
Physician Wealth Advisors
Utah
$259K +$255K +812 New
CIM
660
Cambria Investment Management
California
$257K +$53.7K +171 +25%
SGAM
661
Smith Group Asset Management
Texas
$256K
EFS
662
Essex Financial Services
Connecticut
$255K
LCP
663
Legacy Capital Partners
Wisconsin
$254K -$26.7K -85 -9%
CAC
664
Certified Advisory Corp
Florida
$252K +$314 +1 +0.1%
MG
665
Mather Group
Illinois
$251K +$5.96K +19 +2%
FIM
666
Freedom Investment Management
Connecticut
$250K -$2.82K -9 -1%
AFG
667
Arkansas Financial Group
Arkansas
$249K -$34.8K -111 -12%
EM
668
Excalibur Management
Massachusetts
$247K
Assenagon Asset Management
669
Assenagon Asset Management
Luxembourg
$246K +$259K +827 New
TC
670
TwinBeech Capital
New York
$245K +$258K +823 New
AWM
671
Apollon Wealth Management
South Carolina
$244K +$12.9K +41 +5%
FAFN
672
First Affirmative Financial Network
Colorado
$244K +$257K +820 New
CWP
673
Curated Wealth Partners
California
$243K +$1.25K +4 +0.5%
EN1L
674
Engine No 1 LLC
California
$243K +$257K +819 New
TVWM
675
Tower View Wealth Management
Wisconsin
$241K -$61.8K -197 -20%

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.