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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
SC
401
Saturna Capital
Washington
$870K
SBIA
402
Sheaff Brock Investment Advisors
Indiana
$864K -$2.1K -9 -0.3%
EWM
403
Evercore Wealth Management
New York
$854K +$8.38K +36 +1%
HI
404
Horizon Investments
North Carolina
$850K +$803K +3,446 New
FFN
405
Focus Financial Network
Minnesota
$823K +$776K +3,334 New
HWAM
406
Hennion & Walsh Asset Management
New Jersey
$820K +$774K +3,322 New
PFC
407
Phocas Financial Corp
California
$803K
TFS
408
Thoroughbred Financial Services
Tennessee
$802K +$758K +3,254 New
MFS
409
Mirabella Financial Services
United Kingdom
$778K +$735K +3,154 New
ACM
410
Alethea Capital Management
Washington
$773K +$730K +3,134 New
PAG
411
Private Advisor Group
New Jersey
$767K +$8.85K +38 +1%
Fuller & Thaler Asset Management
412
Fuller & Thaler Asset Management
California
$750K +$233K +1,000 +49%
JFA
413
Johanson Financial Advisors
California
$746K +$28.9K +124 +5%
DWM
414
Dakota Wealth Management
Florida
$740K -$167K -718 -19%
CIA
415
Capital Investment Advisors
Georgia
$737K +$42.9K +184 +7%
V
416
Veritable
Delaware
$735K +$3.03K +13 +0.4%
MA
417
MUFG Americas
New York
$718K +$43.8K +188 +7%
IIA
418
ICW Investment Advisors
Arizona
$711K +$8.85K +38 +1%
LW
419
Linscomb Wealth
Texas
$709K +$2.1K +9 +0.3%
CA
420
Cornerstone Advisory
Maryland
$706K -$233K -1,000 -26%
FLI
421
Family Legacy Inc
South Carolina
$705K -$3.49K -15 -0.5%
PHS
422
Pekin Hardy Strauss
Illinois
$704K +$664K +2,851 New
SWM
423
Segment Wealth Management
Texas
$703K
SDIC
424
South Dakota Investment Council
South Dakota
$697K +$5.82K +25 +0.9%
AF
425
Arrow Financial
New York
$691K -$210K -900 -24%

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.