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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
HTC
401
Haverford Trust Company
Pennsylvania
$1.11M
BBVA
402
Banco Bilbao Vizcaya Argentaria
Spain
$1.1M -$645K -2,301 -39%
LHC
403
Little House Capital
Massachusetts
$1.09M +$1.02M +3,641 New
PHS
404
Pekin Hardy Strauss
Illinois
$1.09M +$217K +775 +27%
PFC
405
Phocas Financial Corp
California
$1.07M +$88.4K +315 +10%
DI
406
Diligent Investors
California
$1.07M -$5.05K -18 -0.5%
SC
407
Saturna Capital
Washington
$1.06M
CCIA
408
Campbell & Co Investment Adviser
Maryland
$1.06M +$474K +1,689 +92%
FTDI
409
First Trust Direct Indexing
Massachusetts
$1.04M +$447K +1,595 +85%
LTI
410
Laffer Tengler Investments
Tennessee
$1.04M +$967K +3,447 New
PAG
411
Private Advisor Group
New Jersey
$1.03M +$87.5K +312 +10%
ZP
412
Zimmer Partners
New York
$1.02M +$950K +3,386 New
OPA
413
Old Port Advisors
Maine
$1.01M +$563K +2,007 +162%
FFN
414
Focus Financial Network
Minnesota
$1.01M +$8.41K +30 +0.9%
HWAM
415
Hennion & Walsh Asset Management
New Jersey
$1.01M +$8.13K +29 +0.9%
MPPLM
416
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$992K -$660K -2,352 -42%
TFS
417
Thoroughbred Financial Services
Tennessee
$978K
QT
418
Quantbot Technologies
New York
$969K +$905K +3,225 New
SDIC
419
South Dakota Investment Council
South Dakota
$967K +$109K +390 +14%
EWM
420
Evercore Wealth Management
New York
$929K -$105K -373 -11%
LOAMS
421
Lombard Odier Asset Management (Switzerland)
Switzerland
$922K +$522K +1,861 +155%
CIC
422
Cornercap Investment Counsel
Georgia
$915K +$854K +3,043 New
V
423
Veritable
Delaware
$914K +$16.8K +60 +2%
JFA
424
Johanson Financial Advisors
California
$911K +$21.9K +78 +3%
MA
425
MUFG Americas
New York
$910K +$34.2K +122 +4%

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.