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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
LCP
801
Legacy Capital Partners
Wisconsin
$208K -$100K -300 -35%
TFM
802
TFC Financial Management
Massachusetts
$208K
RT
803
Rockland Trust
Massachusetts
$207K +$184K +551 New
BFPW
804
BOK Financial Private Wealth
Colorado
$207K +$185K +553 New
HG
805
Harbor Group
New Hampshire
$207K +$185K +553 New
OMC
806
Old Mission Capital
Illinois
$207K +$185K +553 New
FA
807
Faithward Advisors
Pennsylvania
$206K +$184K +550 New
FWCM
808
Ferguson Wellman Capital Management
Oregon
$206K +$184K +551 New
NFSG
809
Newbridge Financial Services Group
Florida
$204K +$334 +1 +0.2%
BDFN
810
Bond & Devick Financial Network
Minnesota
$204K +$182K +545 New
GDP
811
Great Diamond Partners
Maine
$204K +$183K +547 New
CHP
812
Cable Hill Partners
Oregon
$203K +$181K +541 New
JSW
813
Journey Strategic Wealth
New Jersey
$203K +$181K +543 New
BDF
814
Balasa Dinverno & Foltz
$202K -$134K -401 -43%
WB
815
WesBanco Bank
West Virginia
$202K +$180K +539 New
DA
816
Denali Advisors
California
$187K
BAM
817
Belpointe Asset Management
Nevada
$187K +$167K +500 New
CTC
818
Central Trust Company
Missouri
$184K +$3.34K +10 +2%
AA
819
AlphaCentric Advisors
Puerto Rico
$181K +$162K +484 New
ACA
820
Atlas Capital Advisors
Wyoming
$175K
FMII
821
Farmers & Merchants Investments Inc
Nebraska
$171K -$1K -3 -0.7%
SIA
822
Sit Investment Associates
Minnesota
$167K +$149K +445 New
CFA
823
Carroll Financial Associates
North Carolina
$165K -$68.1K -204 -31%
PCG
824
Private Capital Group
Connecticut
$164K +$3.67K +11 +3%
CMBA
825
C.M. Bidwell & Associates
Hawaii
$164K +$146K +437 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.