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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
1
State Street
Massachusetts
$3.96B
2
BlackRock
2
BlackRock
New York
$6.46B
3
Northern Trust
3
Northern Trust
Illinois
$1.05B
4
CIM
4
Centersquare Investment Management
Pennsylvania
$458M
5
Ameriprise
5
Ameriprise
Minnesota
$349M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.49B
2
Wells Fargo
2
Wells Fargo
California
$136M
3
EIM
3
Elliott Investment Management
Florida
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$906M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBF
1001
Petix & Botte Financial
California
– -$226K -760 Closed
CC
1002
Courier Capital
New York
– -$225K -758 Closed
FWM
1003
Focused Wealth Management
New York
– -$220K -740 Closed
BWFA
1004
Baltimore-Washington Financial Advisors
Maryland
– -$214K -721 Closed
HA
1005
Herold Advisors
New York
– -$148K -500 Closed
Parallax Volatility Advisers
1006
Parallax Volatility Advisers
California
– -$147K -494 Closed
CI
1007
CX Institutional
Indiana
– -$127K -426 Closed
UAML
1008
US Asset Management LLC
Pennsylvania
– -$103K -347 Closed
CFA
1009
Cahill Financial Advisors
Minnesota
– -$82K -277 Closed
LWM
1010
Liberty Wealth Management
California
– -$72K -241 Closed
EL
1011
EMFO LLC
Florida
– -$53K -178 Closed
DOA
1012
D'Orazio & Associates
Virginia
– -$22K -73 Closed
PWA
1013
Phoenix Wealth Advisors
North Carolina
– -$12K -40 Closed
RA
1014
Resolute Advisors
California
– -$11K -36 Closed
EBA
1015
Eagle Bay Advisors
New York
– -$8K -28 Closed
APWA
1016
Atlas Private Wealth Advisors
New Jersey
– -$6K -20 Closed
AA
1017
Ancora Advisors
Ohio
– -$5K -16 Closed
RIA
1018
RPG Investment Advisory
California
– -$3K -10 Closed
MA
1019
MCF Advisors
Kentucky
– -$2K -8 Closed
EWA
1020
Evolution Wealth Advisors
Florida
– -$2K -8 Closed
CCM
1021
Carderock Capital Management
Maryland
– -$1K -2 Closed
PI
1022
PEAK6 Investments
Illinois
– -$1K -2 Closed
HWM
1023
Holloway Wealth Management
Florida
– -$7K – –
37 38 39 40
41