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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
KFS
826
Kelly Financial Services
Massachusetts
$15.9K -$5.01M -15,951 -100%
WIM
827
Westside Investment Management
California
$15.5K
WWMSC
828
Wagner Wealth Management (South Carolina)
South Carolina
$15K
WPA
829
West Paces Advisors
Georgia
$13.1K
ONST
830
Old North State Trust
North Carolina
$13K
FA
831
Financial Avengers
California
$12K
HIA
832
Harbor Investment Advisory
Maryland
$12K
IRC
833
Investors Research Corp
Georgia
$12K
KPCM
834
Kings Point Capital Management
New York
$12K
MPWT
835
MassMutual Private Wealth & Trust
Connecticut
$12K
PWA
836
Phoenix Wealth Advisors
North Carolina
$12K
MCM
837
MV Capital Management
Maryland
$12K +$3.14K +10 +33%
FPS
838
Fieldpoint Private Securities
Connecticut
$12K +$11.3K +36 +720%
SCA
839
Stonebridge Capital Advisors
Minnesota
$12K +$13.2K +42 New
CFN
840
Cordasco Financial Network
Florida
$11K
RA
841
Resolute Advisors
California
$11K
TAIM
842
TD Ameritrade Investment Management
Nebraska
$10K -$115K -365 -89%
HR
843
Howe & Rusling
New York
$10K -$3.45K -11 -24%
BWA
844
BDO Wealth Advisors
Florida
$10K
HWMA
845
Heritage Wealth Management (Arizona)
Arizona
$10K
MAWCM
846
Mine & Arao Wealth Creation & Management
California
$10K
SWA
847
Sutton Wealth Advisors
Florida
$9.21K -$3.14K -10 -24%
RA
848
Rational Advisors
New York
$9K +$9.73K +31 New
EBA
849
Eagle Bay Advisors
New York
$8K -$11K -35 -56%
JFA
850
JNBA Financial Advisors
Minnesota
$8K

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.