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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 %
GWMIA
701
Global Wealth Management Investment Advisory
Florida
$301K +$39.3K +105 +15%
FDCDDQ
702
Federation des caisses Desjardins du Quebec
Quebec, Canada
$300K -$53.5K -143 -15%
WCM
703
Windham Capital Management
Massachusetts
$299K – – –
AWE
704
Avidian Wealth Enterprises
Texas
$298K +$298K +794 New
P
705
Pitcairn
Pennsylvania
$297K -$3.75K -10 -1%
WCWM
706
Willow Creek Wealth Management
California
$296K – – –
LFAS
707
Level Four Advisory Services
Texas
$294K +$294K +784 New
DS
708
DRW Securities
Illinois
$293K -$159K -425 -35%
AG
709
Ascent Group
Virginia
$293K +$293K +828 New
JCM
710
J2 Capital Management
Michigan
$292K +$292K +780 New
PL
711
Pluribus Labs
California
$291K +$291K +777 New
PWA
712
Physician Wealth Advisors
Utah
$289K – – –
AFG
713
Arkansas Financial Group
Arkansas
$287K -$27.4K -73 -9%
LIM
714
Lathrop Investment Management
Arkansas
$287K – – –
NFG
715
Next Financial Group
Texas
$287K +$24.3K +65 +9%
IWA
716
IVC Wealth Advisors
Pennsylvania
$285K – – –
WLIM
717
White Lighthouse Investment Management
Massachusetts
$282K +$750 +2 +0.3%
PP
718
Palladium Partners
Virginia
$281K +$281K +750 New
BCM
719
Brookstone Capital Management
Illinois
$280K -$14.6K -41 -5%
SG
720
StoneX Group
New York
$279K -$18.4K -49 -6%
CT
721
Columbia Trust
Oregon
$277K – – –
MCM
722
MAI Capital Management
Ohio
$277K +$277K +739 New
RWB
723
RMR Wealth Builders
New Jersey
$276K – – –
OC
724
Oarsman Capital
Wisconsin
$276K – – –
RMCM
725
Reynders McVeigh Capital Management
Massachusetts
$276K +$3.75K +10 +1%
27 28
29
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