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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
SJIM
851
St. Johns Investment Management
Florida
$8K
SFPG
852
Stonebridge Financial Planning Group
Florida
$8K
CAM
853
ClariVest Asset Management
California
$7K
HC
854
Hoese & Co
Minnesota
$7K
HWM
855
Holloway Wealth Management
Florida
$7K
APWA
856
Atlas Private Wealth Advisors
New Jersey
$6K
NSIM
857
North Star Investment Management
Illinois
$6K
EWM
858
Evermay Wealth Management
Virginia
$6K +$5.96K +19 New
HWA
859
Heritage Wealth Advisors
Virginia
$5.94K
AA
860
Ancora Advisors
Ohio
$5K +$5.02K +16 New
CCA
861
Column Capital Advisors
Indiana
$4K
BWM
862
Baystate Wealth Management
Massachusetts
$3K
GWSG
863
GPS Wealth Strategies Group
Colorado
$3K
IFAM
864
Institutional & Family Asset Management
Colorado
$3K
RIA
865
RPG Investment Advisory
California
$3K
TLFA
866
True Link Financial Advisors
California
$3K
VCM
867
Vigilant Capital Management
Maine
$3K
FMP
868
Financial Management Professionals
Texas
$3K +$314 +1 +10%
GEA
869
Glen Eagle Advisors
New Jersey
$2.97K
EWA
870
Evolution Wealth Advisors
Florida
$2K
MA
871
MCF Advisors
Kentucky
$2K +$2.51K +8 New
GI
872
Gradient Investments
Minnesota
$1K -$1.25K -4 -44%
PI
873
PEAK6 Investments
Illinois
$1K -$314 -1 -33%
SWA
874
SOA Wealth Advisors
New York
$1K
VCM
875
Versant Capital Management
Arizona
$1K +$314 +1 +25%

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.