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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
$3.96B
2
BlackRock
BlackRock
New York
$6.46B
3
Northern Trust
Northern Trust
Illinois
$1.05B
4
CIM
Centersquare Investment Management
Pennsylvania
$458M
5
Ameriprise
Ameriprise
Minnesota
$349M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.49B
2
Wells Fargo
Wells Fargo
California
$136M
3
EIM
Elliott Investment Management
Florida
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$906M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
851
James Investment Research
Ohio
$94K – – –
FCT
852
First Community Trust
Iowa
$93.6K +$93.6K +250 New
FAG
853
Fortitude Advisory Group
Washington
$93K +$93K +247 New
FAM
854
Fred Alger Management
New York
$90K +$90K +239 New
CA
855
Clearstead Advisors
Ohio
$89K +$28.2K +75 +46%
SCA
856
Snowden Capital Advisors
New York
$83K -$675K -1,823 -89%
ST
857
Smithfield Trust
Pennsylvania
$83K +$48.6K +130 +141%
C
858
Covestor
United Kingdom
$83K +$83K +221 New
APC
859
Aspire Private Capital
North Carolina
$81K – – –
DAM
860
Delta Asset Management
Tennessee
$80K – – –
FP
861
Financial Perspectives
Minnesota
$79.8K +$79.8K +213 New
GWS
862
Glassman Wealth Services
Virginia
$77K +$10.8K +29 +16%
TC
863
Trust Company
Kansas
$76K – – –
LCM
864
Logan Capital Management
Pennsylvania
$75K – – –
EWM
865
Evermay Wealth Management
Virginia
$75K +$67.9K +181 +953%
EWM
866
Elmwood Wealth Management
California
$75K +$75K +200 New
BC
867
Burleson & Co
California
$74K – – –
SBL
868
Sargent Bickham Lagudis
Colorado
$73K – – –
SC
869
Schubert & Co
Texas
$72K +$72K +193 New
VRS
870
Virginia Retirement Systems
Virginia
$63.9K -$1.61K -4,300 -2%
CCC
871
Crescent Capital Consulting
Louisiana
$63K – – –
PWMG
872
Prestige Wealth Management Group
New Jersey
$62K -$376 -1 -0.6%
SIS
873
Sound Income Strategies
Florida
$62K – – –
SIC
874
Salem Investment Counselors
North Carolina
$59K – – –
DTIM
875
Danda Trouve Investment Management
Kansas
$59K +$16.5K +44 +39%
33 34
35
36 37