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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
CFO
901
CVA Family Office
Colorado
$30K +$26.7K +80 New
CT
902
Caldwell Trust
Florida
$28.1K
AWM
903
Avior Wealth Management
Nebraska
$28K -$12.4K -37 -33%
TFS
904
TrustCore Financial Services
Tennessee
$28K
WAS
905
Winch Advisory Services
Wisconsin
$28K
FFA
906
Freedman Financial Associates
Massachusetts
$27K
LF
907
Lee Financial
Texas
$27K +$23.7K +71 New
EWA
908
EverSource Wealth Advisors
Alabama
$26K +$22.7K +68 New
MAM
909
Mystic Asset Management
Rhode Island
$26K +$23.4K +70 New
SFM
910
Signet Financial Management
New Jersey
$26K +$23.4K +70 New
1IA
911
1834 Investment Advisors
Wisconsin
$23K
TFO
912
Tarbox Family Office
California
$23K
BIA
913
Bell Investment Advisors
California
$23K +$2.34K +7 +13%
PMFA
914
Plante Moran Financial Advisors
Michigan
$23K +$20.4K +61 New
CBT
915
CoreFirst Bank & Trust
Kansas
$22K
DWMG
916
DB Wealth Management Group
California
$22K
PB
917
Pinnacle Bancorp
Nebraska
$22K
ADL
918
Asset Dedication LLC
California
$21K
ME
919
McIlrath & Eck
Washington
$21K
MCM
920
MV Capital Management
Maryland
$21K +$5.34K +16 +40%
KFS
921
Kelly Financial Services
Massachusetts
$20.2K
GFPC
922
Global Financial Private Client
Florida
$18.7K +$16.7K +50 New
WWMSC
923
Wagner Wealth Management (South Carolina)
South Carolina
$17K
MPWT
924
MassMutual Private Wealth & Trust
Connecticut
$17K +$1.34K +4 +10%
WPA
925
West Paces Advisors
Georgia
$16.5K

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.