PSA icon

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 %
TAIM
826
TD Ameritrade Investment Management
Nebraska
$142K +$125K +334 +759%
BAM
827
Bellevue Asset Management
Washington
$140K – – –
EI
828
Ellevest Inc
New York
$137K +$77.5K +207 +130%
JFA
829
JNBA Financial Advisors
Minnesota
$136K +$126K +337 +1,296%
HRC
830
Hoertkorn Richard Charles
$134K – – –
WTC
831
WhitTier Trust Company
Nevada
$130K – – –
HDIM
832
Hanson & Doremus Investment Management
Vermont
$127K – – –
RFA
833
Reilly Financial Advisors
California
$125K – – –
JWA
834
JFS Wealth Advisors
Pennsylvania
$121K – – –
TF
835
TimeScale Financial
Massachusetts
$121K +$1.49K +4 +1%
COCM
836
Charter Oak Capital Management
New Hampshire
$121K +$86.9K +232 +255%
GAM
837
Gemmer Asset Management
California
$118K – – –
MHR
838
Matthew Hamilton Rosenberg
$116K – – –
BFC
839
Bedel Financial Consulting
Indiana
$116K – – –
CA
840
CoreCap Advisors
Michigan
$115K +$115K +306 New
CAL
841
Capital Analysts LLC
Pennsylvania
$114K +$38.4K +103 +51%
TFA
842
Toth Financial Advisory
Virginia
$112K – – –
KTC
843
Kistler-Tiffany Companies
Pennsylvania
$112K – – –
HNB
844
Huntington National Bank
Ohio
$112K +$69.4K +186 +163%
MA
845
Montag & Associates
Georgia
$103K – – –
CWP
846
Concord Wealth Partners
Virginia
$102K +$102K +271 New
CWC
847
Carolinas Wealth Consulting
North Carolina
$101K +$6.36K +17 +7%
TWM
848
Tradition Wealth Management
Minnesota
$98K +$1.5K +4 +2%
MWM
849
Mascoma Wealth Management
New Hampshire
$96K – – –
DWP
850
Destiny Wealth Partners
Florida
$95K +$15K +40 +19%
32 33
34
35 36