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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
TVWM
701
Tower View Wealth Management
Wisconsin
$305K +$334 +1 +0.1%
FLPIM
702
F.L. Putnam Investment Management
Massachusetts
$305K +$1K +3 +0.4%
GGI
703
Godsey & Gibb Inc
Virginia
$305K +$272K +813 New
AWA
704
Arkadios Wealth Advisors
Georgia
$303K +$40.4K +121 +18%
PAM
705
Private Asset Management
California
$303K +$271K +810 New
GWMIA
706
Global Wealth Management Investment Advisory
Florida
$301K +$35.1K +105 +15%
FDCDDQ
707
Federation des caisses Desjardins du Quebec
Quebec, Canada
$300K -$47.8K -143 -15%
WCM
708
Windham Capital Management
Massachusetts
$299K
AWE
709
Avidian Wealth Enterprises
Texas
$298K +$265K +794 New
P
710
Pitcairn
Pennsylvania
$297K -$3.34K -10 -1%
WCWM
711
Willow Creek Wealth Management
California
$296K
LFAS
712
Level Four Advisory Services
Texas
$294K +$262K +784 New
DS
713
DRW Securities
Illinois
$293K -$142K -425 -35%
AG
714
Ascent Group
Virginia
$293K +$277K +828 New
JCM
715
J2 Capital Management
Michigan
$292K +$261K +780 New
PL
716
Pluribus Labs
California
$291K +$260K +777 New
PWA
717
Physician Wealth Advisors
Utah
$289K
AFG
718
Arkansas Financial Group
Arkansas
$287K -$24.4K -73 -9%
LIM
719
Lathrop Investment Management
Arkansas
$287K
NFG
720
Next Financial Group
Texas
$287K +$21.7K +65 +9%
IWA
721
IVC Wealth Advisors
Pennsylvania
$285K
WLIM
722
White Lighthouse Investment Management
Massachusetts
$282K +$668 +2 +0.3%
PP
723
Palladium Partners
Virginia
$281K +$251K +750 New
BCM
724
Brookstone Capital Management
Illinois
$280K -$13.7K -41 -5%
SG
725
StoneX Group
New York
$279K -$16.4K -49 -6%

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.