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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
RMCM
701
Reynders McVeigh Capital Management
Massachusetts
$216K -$314 -1 -0.1%
CPIG
702
Chicago Partners Investment Group
Illinois
$216K +$628 +2 +0.3%
AFP
703
Ausdal Financial Partners
Iowa
$216K +$228K +728 New
GIA
704
Gateway Investment Advisers
Ohio
$214K -$2.51K -8 -1%
BWFA
705
Baltimore-Washington Financial Advisors
Maryland
$214K +$226K +721 New
6M
706
6 Meridian
Kansas
$212K -$51.8K -165 -19%
PCP
707
Proficio Capital Partners
Massachusetts
$212K -$21K -67 -9%
ARMC
708
American Research & Management Company
Massachusetts
$212K
AMM
709
American Money Management
California
$212K +$223K +712 New
PA
710
Pinnacle Associates
New York
$210K
GWMIA
711
Global Wealth Management Investment Advisory
Florida
$208K -$2.2M -7,003 -91%
PR
712
Payden & Rygel
California
$208K
NFG
713
Next Financial Group
Texas
$208K +$24.2K +77 +12%
WA1
714
Wimmer Associates 1
California
$206K -$6.28K -20 -3%
LC
715
Lindbrook Capital
California
$206K +$1.88K +6 +0.9%
RWA
716
Ropes Wealth Advisors
Massachusetts
$205K
LC
717
Landaas & Company
Wisconsin
$204K
AWA
718
Arkadios Wealth Advisors
Georgia
$204K +$73.7K +235 +52%
OIA
719
OneDigital Investment Advisors
Kansas
$201K +$212K +676 New
JWM
720
Janiczek Wealth Management
Colorado
$200K +$20.1K +64 +11%
CF
721
Centaurus Financial
California
$198K +$210K +668 New
HI
722
Harbour Investments
Wisconsin
$196K +$9.41K +30 +5%
CFA
723
Carroll Financial Associates
North Carolina
$194K -$11.6K -37 -5%
CT
724
Clearstead Trust
Maine
$193K
IA
725
IFP Advisors
Florida
$192K -$2.51K -8 -1%

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.