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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
CCM
451
Cullen Capital Management
New York
$560K +$529K +2,270 New
AIS
452
American Investment Services
Massachusetts
$547K -$176K -757 -25%
AssetMark Inc
453
AssetMark Inc
California
$546K -$33.8K -145 -6%
MML Investors Services
454
MML Investors Services
Massachusetts
$543K -$97.8K -420 -16%
IC
455
Intersect Capital
California
$543K +$37K +159 +8%
FNT
456
First Nebraska Trust
Nebraska
$540K
IMRF
457
Illinois Municipal Retirement Fund
Illinois
$538K
PA
458
Parallel Advisors
California
$538K +$101K +433 +25%
ASN
459
Advisory Services Network
Georgia
$536K +$158K +678 +45%
MCA
460
Morris Capital Advisors
Pennsylvania
$533K +$50.1K +215 +11%
FC
461
FORA Capital
Florida
$529K +$499K +2,143 New
CI
462
Conning Inc
Connecticut
$524K -$41.9K -180 -8%
AIP
463
Ameritas Investment Partners
Nebraska
$519K -$25.2K -108 -5%
CIM
464
CIM Investment Management
Pennsylvania
$519K -$16.1K -69 -3%
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$518K -$126K -541 -20%
4WM
466
44 Wealth Management
Oregon
$516K +$487K +2,091 New
LP
467
LMR Partners
United Kingdom
$515K -$621K -2,665 -56%
WP
468
WealthPLAN Partners
Nebraska
$503K
CCG
469
Cypress Capital Group
Florida
$499K -$16.3K -70 -3%
DA
470
Doliver Advisors
Texas
$498K +$202K +867 +75%
GRP
471
Global Retirement Partners
California
$495K
DP
472
Dearborn Partners
Illinois
$495K +$8.62K +37 +2%
HGWM
473
Horst & Graben Wealth Management
Oregon
$494K
EHC
474
Everett Harris & Co
California
$493K
LMIM
475
Lockheed Martin Investment Management
Maryland
$493K +$466K +2,000 New

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.