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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 %
BFA
676
Bill Few Associates
Pennsylvania
$359K +$359K +959 New
GTCM
677
Gyon Technologies Capital Management
New Jersey
$358K -$797K -2,128 -69%
TCOV
678
Trust Company of Vermont
Vermont
$357K – – –
SFG
679
Sovereign Financial Group
Connecticut
$357K +$66.8K +178 +23%
BL
680
Balentine LLC
Georgia
$351K +$351K +936 New
NGA
681
Naples Global Advisors
Florida
$350K – – –
TF
682
Trek Financial
Arizona
$350K +$57K +152 +19%
IAG
683
Investmark Advisory Group
Connecticut
$350K +$350K +934 New
CAG
684
Curtis Advisory Group
California
$348K -$30.7K -82 -8%
LS
685
Livforsakringsbolaget Skandia
Sweden
$345K -$300K -800 -46%
NP
686
NorthRock Partners
Minnesota
$339K +$44.2K +118 +15%
AIM
687
Anchor Investment Management
South Carolina
$337K – – –
FAFN
688
First Affirmative Financial Network
Colorado
$328K +$21K +56 +7%
EFS
689
Essex Financial Services
Connecticut
$322K – – –
CAC
690
Certified Advisory Corp
Florida
$317K – – –
SGAM
691
Smith Group Asset Management
Texas
$315K -$7.5K -20 -2%
MWM
692
Mission Wealth Management
California
$311K -$180K -481 -37%
EM
693
Excalibur Management
Massachusetts
$311K – – –
TFA
694
Teamwork Financial Advisors
Texas
$310K -$16.8K -45 -5%
CWP
695
Curated Wealth Partners
California
$306K +$746 +2 +0.2%
TVWM
696
Tower View Wealth Management
Wisconsin
$305K +$375 +1 +0.1%
FLPIM
697
F.L. Putnam Investment Management
Massachusetts
$305K +$1.12K +3 +0.4%
GGI
698
Godsey & Gibb Inc
Virginia
$305K +$305K +813 New
AWA
699
Arkadios Wealth Advisors
Georgia
$303K +$45.4K +121 +18%
PAM
700
Private Asset Management
California
$303K +$303K +810 New
26 27
28
29 30