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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
IFWM
751
Institute for Wealth Management
Colorado
$253K -$18.4K -55 -8%
OIA
752
OneDigital Investment Advisors
Kansas
$252K -$1.34K -4 -0.6%
GSC
753
Ground Swell Capital
South Carolina
$252K +$224K +672 New
CCA
754
Conestoga Capital Advisors
Pennsylvania
$251K +$224K +670 New
GC
755
Gould Capital
Washington
$248K +$221K +661 New
FMTC
756
Farmers & Merchants Trust Company
California
$248K +$221K +662 New
DI
757
DFPG Investments
Utah
$247K +$234K +702 New
HH
758
Hilltop Holdings
Texas
$245K +$218K +652 New
HPIA
759
Hamilton Point Investment Advisors
North Carolina
$245K +$219K +655 New
CT
760
Clearstead Trust
Maine
$243K
VNA
761
Valley National Advisers
Pennsylvania
$241K
National Bank of Canada
762
National Bank of Canada
Quebec, Canada
$241K +$215K +643 New
IA
763
IFP Advisors
Florida
$240K -$2.34K -7 -1%
FF
764
FourThought Financial
Florida
$240K +$38.1K +114 +22%
IA
765
Inspire Advisors
Idaho
$240K +$214K +641 New
JWCA
766
J.W. Coons Advisors
Ohio
$240K +$216K +646 New
QT
767
Quantamental Technologies
New York
$239K -$493K -1,476 -70%
WR
768
WD Rutherford
Oregon
$239K
CCMG
769
Clark Capital Management Group
Pennsylvania
$239K +$213K +637 New
CFFP
770
Center for Financial Planning
Michigan
$238K
CPIG
771
Chicago Partners Investment Group
Illinois
$235K +$1K +3 +0.5%
CWM
772
Chesapeake Wealth Management
Virginia
$235K +$210K +628 New
SFI
773
SPC Financial Inc
Maryland
$234K +$209K +625 New
GC
774
Grimes & Company
Massachusetts
$233K +$208K +622 New
MBT
775
Montecito Bank & Trust
California
$231K +$206K +617 New

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.