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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
APC
776
Aspire Private Capital
North Carolina
$64K +$67.8K +216 New
DWP
777
Destiny Wealth Partners
Florida
$63K +$66.8K +213 New
CAL
778
Capital Analysts LLC
Pennsylvania
$61K +$32.3K +103 +103%
TC
779
Trust Company
Kansas
$60K -$3.14K -10 -5%
BC
780
Burleson & Co
California
$59K
LCM
781
Logan Capital Management
Pennsylvania
$59K
CFB
782
Cullen/Frost Bankers
Texas
$59K +$62.8K +200 New
SBL
783
Sargent Bickham Lagudis
Colorado
$58K -$328K -1,045 -84%
GWS
784
Glassman Wealth Services
Virginia
$53K +$1.57K +5 +3%
EL
785
EMFO LLC
Florida
$53K +$55.9K +178 New
Optiver Holding
786
Optiver Holding
Netherlands
$52K +$54.9K +175 New
SIS
787
Sound Income Strategies
Florida
$49K -$24.8K -79 -32%
CCC
788
Crescent Capital Consulting
Louisiana
$49K
PWMG
789
Prestige Wealth Management Group
New Jersey
$49K
CA
790
Clearstead Advisors
Ohio
$48K +$13.8K +44 +37%
EI
791
Ellevest Inc
New York
$47K -$73.1K -233 -59%
SIC
792
Salem Investment Counselors
North Carolina
$47K
FHA
793
First Horizon Advisors
Tennessee
$43K -$31.4K -100 -41%
PFBT
794
Parkside Financial Bank & Trust
Missouri
$40K +$2.82K +9 +7%
LPWM
795
Lake Point Wealth Management
Texas
$37K +$38.9K +124 New
HNB
796
Huntington National Bank
Ohio
$34K +$15.1K +48 +73%
DTIM
797
Danda Trouve Investment Management
Kansas
$34K +$35.5K +113 New
AWM
798
Avior Wealth Management
Nebraska
$33K
DAC
799
Dividend Assets Capital
South Carolina
$33K
PO
800
Private Ocean
California
$32K +$34.2K +109 New

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.