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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
AIC
651
Archer Investment Corporation
Indiana
$414K -$11.7K -35 -3%
MYLI
652
Meiji Yasuda Life Insurance
Japan
$408K -$15.7K -47 -4%
RWP
653
Ridgecrest Wealth Partners
California
$407K
WPP
654
Whalerock Point Partners
Rhode Island
$406K
SXL
655
Summit X LLC
Missouri
$405K
SAM
656
Secure Asset Management
Michigan
$400K +$1.67K +5 +0.5%
CFAM
657
Center For Asset Management
Florida
$400K +$6.68K +20 +2%
IWC
658
Integrated Wealth Concepts
Massachusetts
$398K -$326K -977 -48%
FANJ
659
Financial Architects (New Jersey)
New Jersey
$394K -$51.1K -153 -13%
PCFFS
660
Pacific Center for Financial Services
California
$394K
MOS
661
MGO One Seven
Ohio
$394K +$54.8K +164 +18%
ATPW
662
Ashton Thomas Private Wealth
Arizona
$394K +$351K +1,051 New
EWA
663
EP Wealth Advisors
California
$393K +$350K +1,049 New
EN1L
664
Engine No 1 LLC
California
$391K +$74.8K +224 +27%
LWAM
665
Legacy Wealth Asset Management
Minnesota
$385K +$343K +1,027 New
IC
666
Intersect Capital
California
$384K -$437K -1,308 -56%
MPM
667
MBB Public Markets
Illinois
$384K +$342K +1,025 New
WS
668
Wedbush Securities
California
$382K +$38.7K +116 +13%
FHB
669
First Hawaiian Bank
Hawaii
$382K +$72.5K +217 +27%
FIM
670
Freedom Investment Management
Connecticut
$378K +$56.8K +170 +20%
AWM
671
Apollon Wealth Management
South Carolina
$376K +$60.8K +182 +22%
KJHP
672
K.J. Harrison & Partners
Ontario, Canada
$375K
OCM
673
Orleans Capital Management
Louisiana
$375K +$334K +1,000 New
RIA
674
Richwood Investment Advisors
Ohio
$371K +$331K +990 New
AWM
675
Axxcess Wealth Management
California
$368K +$328K +983 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.