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Public Storage
PSA

Overview Fund Activity

966 hedge funds and large institutions have $51.4B invested in Public Storage in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 340 increasing their positions, 277 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+91
Holders Change %
+10.4%
% of All Funds
14.92%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.34%
New
168
Increased
340
Reduced
277
Closed
61
Calls
$138M
Puts
$127M
Net Calls
+$11.7M
Net Calls Change
-$27.2M

Top Buyers

1
State Street
State Street
Massachusetts
+$228M
2
BlackRock
BlackRock
New York
+$171M
3
Northern Trust
Northern Trust
Illinois
+$161M
4
CIM
Centersquare Investment Management
Pennsylvania
+$111M
5
Ameriprise
Ameriprise
Minnesota
+$104M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$300M
2
Wells Fargo
Wells Fargo
California
-$178M
3
EIM
Elliott Investment Management
Florida
-$171M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$105M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
HG
801
Harbor Group
New Hampshire
$207K +$207K +553 New
FA
802
Faithward Advisors
Pennsylvania
$206K +$206K +550 New
FWCM
803
Ferguson Wellman Capital Management
Oregon
$206K +$206K +551 New
NFSG
804
Newbridge Financial Services Group
Florida
$204K +$374 +1 +0.2%
BDFN
805
Bond & Devick Financial Network
Minnesota
$204K +$204K +545 New
GDP
806
Great Diamond Partners
Maine
$204K +$204K +547 New
CHP
807
Cable Hill Partners
Oregon
$203K +$203K +541 New
JSW
808
Journey Strategic Wealth
New Jersey
$203K +$203K +543 New
BDF
809
Balasa Dinverno & Foltz
$202K -$151K -401 -43%
WB
810
WesBanco Bank
West Virginia
$202K +$202K +539 New
DA
811
Denali Advisors
California
$187K – – –
BAM
812
Belpointe Asset Management
Nevada
$187K +$187K +500 New
CTC
813
Central Trust Company
Missouri
$184K +$3.75K +10 +2%
AA
814
AlphaCentric Advisors
Puerto Rico
$181K +$181K +484 New
ACA
815
Atlas Capital Advisors
Wyoming
$175K – – –
FMII
816
Farmers & Merchants Investments Inc
Nebraska
$171K -$1.12K -3 -0.7%
SIA
817
Sit Investment Associates
Minnesota
$167K +$167K +445 New
CFA
818
Carroll Financial Associates
North Carolina
$165K -$74.8K -204 -31%
PCG
819
Private Capital Group
Connecticut
$164K +$4.11K +11 +3%
CMBA
820
C.M. Bidwell & Associates
Hawaii
$164K +$164K +437 New
SCM
821
Silvant Capital Management
Georgia
$155K – – –
HFM
822
Hartford Financial Management
Connecticut
$154K – – –
TPCW
823
TD Private Client Wealth
New York
$151K -$12K -32 -7%
SPA
824
Shore Point Advisors
New Jersey
$149K +$149K +399 New
HPC
825
HM Payson & Co
Maine
$148K – – –
31 32
33
34 35