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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
SC
676
Savant Capital
Illinois
$364K +$61.5K +184 +23%
CG
677
Cutler Group
California
$364K +$325K +973 New
S
678
SimplyRich
California
$363K
LIM
679
Longfellow Investment Management
Massachusetts
$362K
AAS
680
Avantax Advisory Services
Texas
$362K +$54.8K +164 +20%
BFA
681
Bill Few Associates
Pennsylvania
$359K +$320K +959 New
GTCM
682
Gyon Technologies Capital Management
New Jersey
$358K -$711K -2,128 -69%
TCOV
683
Trust Company of Vermont
Vermont
$357K
SFG
684
Sovereign Financial Group
Connecticut
$357K +$59.5K +178 +23%
BL
685
Balentine LLC
Georgia
$351K +$313K +936 New
NGA
686
Naples Global Advisors
Florida
$350K
TF
687
Trek Financial
Arizona
$350K +$50.8K +152 +19%
IAG
688
Investmark Advisory Group
Connecticut
$350K +$312K +934 New
CAG
689
Curtis Advisory Group
California
$348K -$27.4K -82 -8%
LS
690
Livforsakringsbolaget Skandia
Sweden
$345K -$267K -800 -46%
NP
691
NorthRock Partners
Minnesota
$339K +$39.4K +118 +15%
AIM
692
Anchor Investment Management
South Carolina
$337K
FAFN
693
First Affirmative Financial Network
Colorado
$328K +$18.7K +56 +7%
EFS
694
Essex Financial Services
Connecticut
$322K
CAC
695
Certified Advisory Corp
Florida
$317K
SGAM
696
Smith Group Asset Management
Texas
$315K -$6.68K -20 -2%
MWM
697
Mission Wealth Management
California
$311K -$161K -481 -37%
EM
698
Excalibur Management
Massachusetts
$311K
TFA
699
Teamwork Financial Advisors
Texas
$310K -$15K -45 -5%
CWP
700
Curated Wealth Partners
California
$306K +$668 +2 +0.2%

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.