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Public Storage

833 hedge funds and large institutions have $41.8B invested in Public Storage in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 294 increasing their positions, 264 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 68

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

23% more capital invested

Capital invested by funds: $34B → $41.8B (+$7.75B)

19% more call options, than puts

Call options by funds: $89.5M | Put options by funds: $75.1M

11% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 264

4% more funds holding

Funds holding: 801833 (+32)

0.65% more ownership

Funds ownership: 79%79.65% (+0.65%)

Holders
833
Holders Change
+32
Holders Change %
+4%
% of All Funds
14.5%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.31%
New
108
Increased
294
Reduced
264
Closed
68
Calls
$89.5M
Puts
$75.1M
Net Calls
+$14.4M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
376
Everence Capital Management
Indiana
$1.35M
FC
377
Forte Capital
New York
$1.34M -$129K -460 -9%
PCM
378
Penserra Capital Management
California
$1.33M +$200K +713 +19%
BFA
379
Bragg Financial Advisors
North Carolina
$1.28M -$111K -394 -8%
IRF
380
IBM Retirement Fund
New York
$1.28M -$246K -877 -17%
SNT
381
Security National Trust
West Virginia
$1.28M -$35.1K -125 -3%
NA
382
NewEdge Advisors
Louisiana
$1.28M +$856K +3,051 +256%
SIAP
383
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.27M -$22.2K -79 -2%
ACM
384
AlphaCrest Capital Management
New York
$1.25M -$1.17M -4,167 -50%
FP
385
Fiduciary Planning
Florida
$1.21M -$499K -1,778 -31%
Nomura Holdings
386
Nomura Holdings
Japan
$1.2M -$28.9M -103,135 -96%
MLL
387
Moody Lynn & Lieberson
Massachusetts
$1.2M
FMT
388
First Mercantile Trust
Tennessee
$1.2M -$205K -731 -15%
MAM
389
Mastrapasqua Asset Management
Tennessee
$1.2M +$127K +454 +13%
KRSITF
390
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.19M -$86.4K -308 -7%
WA
391
WBH Advisory
Maryland
$1.19M
4WM
392
44 Wealth Management
Oregon
$1.19M +$523K +1,863 +89%
WCF
393
West Coast Financial
California
$1.19M +$1.4K +5 +0.1%
MFG
394
Merit Financial Group
Georgia
$1.18M +$47.1K +168 +4%
B
395
BP
United Kingdom
$1.17M -$490K -1,746 -31%
HFAS
396
Hummer Financial Advisory Services
Illinois
$1.17M
BSW
397
Buckingham Strategic Wealth
Missouri
$1.15M +$3.65K +13 +0.3%
CG
398
Colony Group
Massachusetts
$1.14M
Acadian Asset Management
399
Acadian Asset Management
Massachusetts
$1.14M -$1.04M -3,708 -49%
SBIA
400
Sheaff Brock Investment Advisors
Indiana
$1.13M +$71.2K +254 +7%

PSA Hedge Fund Activity: Q2 2021 in Review

833 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2021, worth a combined $41.8B — up 23% from $34B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new PSA positions and 68 closed out — a net gain of 40 holders — while 294 added to existing stakes and 264 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $119M. The largest seller was Invesco, cutting an estimated $207M.

  • 833 institutional investors held Public Storage (PSA) as of Q2 2021, up from 801 in Q1 2021.
  • Funds reported $41.8B of Public Storage stock for Q2 2021, up 23% quarter-over-quarter.
  • 108 funds opened new Public Storage positions in Q2 2021 and 68 closed out, a net change of +40 holders.
  • The largest Public Storage buyer in Q2 2021 was Bank of Montreal, an estimated $119M added.
  • The largest Public Storage seller in Q2 2021 was Invesco, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2021.