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Public Storage

801 hedge funds and large institutions have $34B invested in Public Storage in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 300 increasing their positions, 247 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $92M | Put options by funds: $51.6M

21% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 247

14% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 85

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $31.9B → $34B (+$2.09B)

1% more funds holding

Funds holding: 792801 (+9)

0.01% less ownership

Funds ownership: 79.01%79% (-0.01%)

Holders
801
Holders Change
+9
Holders Change %
+1.14%
% of All Funds
14.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
97
Increased
300
Reduced
247
Closed
85
Calls
$92M
Puts
$51.6M
Net Calls
+$40.3M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
376
Everence Capital Management
Indiana
$1.11M +$307K +1,320 +42%
CAM
377
Columbia Asset Management
Michigan
$1.09M -$53.6K -230 -5%
LIA
378
LS Investment Advisors
Michigan
$1.08M -$803K -3,449 -44%
SNT
379
Security National Trust
West Virginia
$1.08M -$3.49K -15 -0.3%
AII
380
AGF Investments Inc
Ontario, Canada
$1.07M -$49.6K -213 -5%
SIAP
381
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.06M -$4.66K -20 -0.5%
KRSITF
382
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.05M +$40.3K +173 +4%
PA
383
Profund Advisors
Maryland
$1.05M +$106K +455 +12%
CAN
384
Cetera Advisor Networks
California
$1.05M -$19.3K -83 -2%
MLL
385
Moody Lynn & Lieberson
Massachusetts
$987K
WCF
386
West Coast Financial
California
$974K -$6.99K -30 -0.8%
HFAS
387
Hummer Financial Advisory Services
Illinois
$957K -$46.6K -200 -5%
AMI
388
Amica Mutual Insurance
Rhode Island
$942K -$49.1K -211 -5%
GTCM
389
Gyon Technologies Capital Management
New Jersey
$942K +$889K +3,817 New
BSW
390
Buckingham Strategic Wealth
Missouri
$941K -$34.5K -148 -4%
CG
391
Colony Group
Massachusetts
$939K
DA
392
Denali Advisors
California
$938K +$349K +1,500 +65%
EI
393
Ethic Inc
New York
$938K +$388K +1,664 +78%
WA
394
WBH Advisory
Maryland
$936K
MFG
395
Merit Financial Group
Georgia
$922K +$228K +977 +35%
PCM
396
Penserra Capital Management
California
$919K +$165K +708 +23%
HTC
397
Haverford Trust Company
Pennsylvania
$913K
Bank Julius Baer & Co
398
Bank Julius Baer & Co
Switzerland
$894K +$613K +2,632 +265%
DI
399
Diligent Investors
California
$880K -$5.82K -25 -0.7%
MAM
400
Mastrapasqua Asset Management
Tennessee
$873K +$133K +570 +19%

PSA Hedge Fund Activity: Q1 2021 in Review

801 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2021, worth a combined $34B — up 6.6% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PSA positions and 85 closed out — a net gain of 12 holders — while 300 added to existing stakes and 247 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $309M. The largest seller was Capital International Investors, exiting entirely with an estimated $239M sold.

  • 801 institutional investors held Public Storage (PSA) as of Q1 2021, up from 792 in Q4 2020.
  • Funds reported $34B of Public Storage stock for Q1 2021, up 6.6% quarter-over-quarter.
  • 97 funds opened new Public Storage positions in Q1 2021 and 85 closed out, a net change of +12 holders.
  • The largest Public Storage buyer in Q1 2021 was Cohen & Steers, an estimated $309M added.
  • The largest Public Storage seller in Q1 2021 was Capital International Investors, an estimated $239M sold.

Based on aggregated 13F filings for Q1 2021.