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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
AIL
476
AGF Investments LLC
Ontario, Canada
$632K -$139K -497 -19%
SI
477
Stephens Inc
Arkansas
$618K +$169K +601 +41%
RCM
478
RB Capital Management
Nevada
$615K +$64K +228 +13%
CIM
479
CIM Investment Management
Pennsylvania
$614K -$16.5K -59 -3%
DP
480
Dearborn Partners
Illinois
$612K +$7.57K +27 +1%
SCA
481
Snowden Capital Advisors
New York
$612K +$51.9K +185 +10%
EHC
482
Everett Harris & Co
California
$601K
HGWM
483
Horst & Graben Wealth Management
Oregon
$601K
GWM
484
GSB Wealth Management
Connecticut
$601K +$252K +900 +82%
WP
485
WMS Partners
Maryland
$601K +$561K +2,000 New
TA
486
TFG Advisers
Michigan
$599K +$24.7K +88 +5%
FRM
487
Fox Run Management
Connecticut
$598K +$270K +964 +94%
CCG
488
Cypress Capital Group
Florida
$591K -$15.4K -55 -3%
GTCM
489
Gyon Technologies Capital Management
New Jersey
$589K -$521K -1,857 -49%
CI
490
Conning Inc
Connecticut
$584K -$50.2K -179 -8%
JFGLC
491
Johnson Financial Group LLC (Colorado)
Colorado
$582K +$104K +370 +24%
IAN
492
Integrated Advisors Network
Texas
$580K +$36.7K +131 +7%
TWI
493
Thomas White International
Illinois
$565K
KFA
494
Krane Funds Advisors
New York
$563K +$525K +1,873 New
WP
495
WealthPLAN Partners
Nebraska
$562K
SFS
496
Strategic Financial Services
New York
$555K
Group One Trading
497
Group One Trading
Illinois
$553K +$516K +1,838 New
DC
498
Davenport & Co
Virginia
$552K -$28K -100 -5%
PFA
499
Peak Financial Advisors
Colorado
$547K +$85.3K +304 +20%
AIS
500
American Investment Services
Massachusetts
$545K -$113K -404 -18%

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.