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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
MA
851
Montag & Associates
Georgia
$103K
CWP
852
Concord Wealth Partners
Virginia
$102K +$90.5K +271 New
CWC
853
Carolinas Wealth Consulting
North Carolina
$101K +$5.68K +17 +7%
TWM
854
Tradition Wealth Management
Minnesota
$98K +$1.34K +4 +2%
MWM
855
Mascoma Wealth Management
New Hampshire
$96K
DWP
856
Destiny Wealth Partners
Florida
$95K +$13.4K +40 +19%
JIR
857
James Investment Research
Ohio
$94K
FCT
858
First Community Trust
Iowa
$93.6K +$83.5K +250 New
FAG
859
Fortitude Advisory Group
Washington
$93K +$82.5K +247 New
FAM
860
Fred Alger Management
New York
$90K +$79.8K +239 New
CA
861
Clearstead Advisors
Ohio
$89K +$25.1K +75 +46%
SCA
862
Snowden Capital Advisors
New York
$83K -$609K -1,823 -89%
ST
863
Smithfield Trust
Pennsylvania
$83K +$43.4K +130 +141%
C
864
Covestor
United Kingdom
$83K +$73.8K +221 New
APC
865
Aspire Private Capital
North Carolina
$81K
DAM
866
Delta Asset Management
Tennessee
$80K
FP
867
Financial Perspectives
Minnesota
$79.8K +$71.1K +213 New
GWS
868
Glassman Wealth Services
Virginia
$77K +$9.69K +29 +16%
TC
869
Trust Company
Kansas
$76K
LCM
870
Logan Capital Management
Pennsylvania
$75K
EWM
871
Evermay Wealth Management
Virginia
$75K +$60.5K +181 +953%
EWM
872
Elmwood Wealth Management
California
$75K +$66.8K +200 New
BC
873
Burleson & Co
California
$74K
SBL
874
Sargent Bickham Lagudis
Colorado
$73K
SC
875
Schubert & Co
Texas
$72K +$64.5K +193 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.