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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
VNA
726
Valley National Advisers
Pennsylvania
$191K
CFFP
727
Center for Financial Planning
Michigan
$189K
WR
728
WD Rutherford
Oregon
$189K
WT
729
Washington Trust
Rhode Island
$183K
ED
730
Exane Derivatives
France
$179K +$32K +102 +20%
TFM
731
TFC Financial Management
Massachusetts
$165K
NFSG
732
Newbridge Financial Services Group
Florida
$162K +$41.1K +131 +32%
FF
733
FourThought Financial
Florida
$156K +$628 +2 +0.4%
DA
734
Denali Advisors
California
$149K +$157K +500 New
HA
735
Herold Advisors
New York
$148K +$157K +500 New
Parallax Volatility Advisers
736
Parallax Volatility Advisers
California
$147K +$155K +494 New
CTC
737
Central Trust Company
Missouri
$143K
ACA
738
Atlas Capital Advisors
Wyoming
$139K +$7.22K +23 +5%
FMII
739
Farmers & Merchants Investments Inc
Nebraska
$137K +$22K +70 +18%
CI Investments Inc
740
CI Investments Inc
Ontario, Canada
$130K +$5.02K +16 +4%
TPCW
741
TD Private Client Wealth
New York
$130K +$27.9K +89 +26%
Jones Financial Companies
742
Jones Financial Companies
Missouri
$129K
PCG
743
Private Capital Group
Connecticut
$127K
CI
744
CX Institutional
Indiana
$127K +$9.73K +31 +8%
SCM
745
Silvant Capital Management
Georgia
$123K
HFM
746
Hartford Financial Management
Connecticut
$122K
HPC
747
HM Payson & Co
Maine
$118K +$11.3K +36 +10%
BCA
748
Berman Capital Advisors
Georgia
$114K +$2.2K +7 +2%
BAM
749
Bellevue Asset Management
Washington
$113K -$11K -35 -9%
HRC
750
Hoertkorn Richard Charles
$106K

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.