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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
WTC
751
WhitTier Trust Company
Nevada
$103K
UAML
752
US Asset Management LLC
Pennsylvania
$103K +$109K +347 New
HDIM
753
Hanson & Doremus Investment Management
Vermont
$101K
RFA
754
Reilly Financial Advisors
California
$100K
ASBI
755
American State Bank (Iowa)
Iowa
$99.5K
JWA
756
JFS Wealth Advisors
Pennsylvania
$96K +$101K +323 New
TF
757
TimeScale Financial
Massachusetts
$95K +$628 +2 +0.6%
GAM
758
Gemmer Asset Management
California
$93K
BFC
759
Bedel Financial Consulting
Indiana
$92K
MHR
760
Matthew Hamilton Rosenberg
$92K
SIM
761
Sonora Investment Management
Arizona
$92K +$12.2K +39 +14%
KTC
762
Kistler-Tiffany Companies
Pennsylvania
$89K
TFA
763
Toth Financial Advisory
Virginia
$89K
MA
764
Montag & Associates
Georgia
$82K
CFA
765
Cahill Financial Advisors
Minnesota
$82K +$86.9K +277 New
FMT
766
First Mercantile Trust
Tennessee
$80K -$1.17M -3,721 -93%
TWM
767
Tradition Wealth Management
Minnesota
$76K
MWM
768
Mascoma Wealth Management
New Hampshire
$76K +$80.3K +256 New
CWC
769
Carolinas Wealth Consulting
North Carolina
$75K -$52.1K -166 -40%
JIR
770
James Investment Research
Ohio
$74K
LWM
771
Liberty Wealth Management
California
$72K +$314 +1 +0.4%
Group One Trading
772
Group One Trading
Illinois
$71K -$501K -1,598 -87%
FWM
773
Filbrandt Wealth Management
Wisconsin
$65K
AS
774
Altshuler Shaham
Israel
$65K +$68.7K +219 New
DAM
775
Delta Asset Management
Tennessee
$64K

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.