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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
BCWM
501
Bartlett & Co Wealth Management
Ohio
$429K -$594K -2,550 -59%
BC
502
Bartlett & Co
Ohio
$429K -$594K -2,550 -59%
CCA
503
Checchi Capital Advisers
California
$426K +$18.2K +78 +5%
SAM
504
Summit Asset Management
Tennessee
$424K
LAI
505
Legal Advantage Investments
California
$423K +$19.1K +82 +5%
BP
506
BBR Partners
New York
$420K +$111K +478 +39%
WC
507
Winmill & Co
New York
$419K
PIM
508
Perpetual Investment Management
Australia
$418K -$3.43M -14,724 -90%
EMG
509
ETF Managers Group
New Jersey
$414K +$62.4K +268 +19%
ST
510
Spinnaker Trust
Maine
$408K
H
511
HoyleCohen
California
$407K -$10.5K -45 -3%
KA
512
Kintegral Advisory
New York
$405K
LAIC
513
Lederer & Associates Investment Counsel
California
$404K -$3.73K -16 -1%
FMC
514
First Merchants Corp
Indiana
$400K +$32.8K +141 +10%
LIM
515
Longfellow Investment Management
Massachusetts
$395K +$191K +821 +106%
CTA
516
Chesley Taft & Associates
Illinois
$393K -$23.3K -100 -6%
CIS
517
Connors Investor Services
Pennsylvania
$391K +$369K +1,585 New
MA
518
Mutual Advisors
Nebraska
$390K -$15.8K -68 -4%
LWAC
519
Laurel Wealth Advisors (California)
California
$387K -$402K -1,726 -52%
JFGLC
520
Johnson Financial Group LLC (Colorado)
Colorado
$386K +$364K +1,565 New
Lido Advisors
521
Lido Advisors
California
$385K -$57.5K -247 -14%
PGFC
522
Peapack-Gladstone Financial Corp
New Jersey
$384K +$2.33K +10 +0.6%
CIC
523
Carnegie Investment Counsel
Ohio
$383K
HAS
524
HBW Advisory Services
California
$382K -$3.73K -16 -1%
QVT
525
Quantitative Value Technologies
Kansas
$379K +$358K +1,537 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.