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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
Nisa Investment Advisors
801
Nisa Investment Advisors
Missouri
$31.7K -$310K -989 -0.9%
CCMW
802
Cypress Capital Management (Wyoming)
Wyoming
$29K
SSB
803
Sandy Spring Bank
Maryland
$29K
ST
804
Smithfield Trust
Pennsylvania
$28K
CA
805
Crewe Advisors
Utah
$27K -$28.2K -90 -50%
COCM
806
Charter Oak Capital Management
New Hampshire
$27K
ZB
807
Zions Bancorporation
Utah
$26K -$314 -1 -1%
EARNEST Partners
808
EARNEST Partners
Georgia
$24K
TWA
809
TCI Wealth Advisors
Arizona
$24K +$1.25K +4 +5%
TFIPS
810
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.8K
TH
811
TCTC Holdings
Texas
$23K
CT
812
Caldwell Trust
Florida
$22.3K
TFS
813
TrustCore Financial Services
Tennessee
$22K -$33.3K -106 -59%
WAS
814
Winch Advisory Services
Wisconsin
$22K +$314 +1 +1%
DOA
815
D'Orazio & Associates
Virginia
$22K +$22.9K +73 New
FFA
816
Freedman Financial Associates
Massachusetts
$21K
1IA
817
1834 Investment Advisors
Wisconsin
$18K
CBT
818
CoreFirst Bank & Trust
Kansas
$18K
DWMG
819
DB Wealth Management Group
California
$18K
PB
820
Pinnacle Bancorp
Nebraska
$18K
TFO
821
Tarbox Family Office
California
$18K
WQ
822
Wealth Quarterback
New Jersey
$18K +$314 +1 +2%
ME
823
McIlrath & Eck
Washington
$17K
ADL
824
Asset Dedication LLC
California
$17K +$17.6K +56 New
BIA
825
Bell Investment Advisors
California
$16K +$17.3K +55 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.