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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
SF
501
Synovus Financial
Georgia
$544K +$561 +2 +0.1%
DCM
502
Donaldson Capital Management
Indiana
$537K -$18.5K -66 -4%
QSS
503
Quantitative Systematic Strategies
Florida
$537K +$501K +1,785 New
CA
504
Cetera Advisors
Colorado
$532K -$4.49K -16 -0.9%
TMAM
505
Tokio Marine Asset Management
Japan
$525K -$32.3K -115 -6%
BFC
506
Blue Fin Capital
Rhode Island
$523K -$12.6K -45 -3%
BC
507
Bartlett & Co
Ohio
$523K
CCA
508
Checchi Capital Advisers
California
$523K +$3.65K +13 +0.8%
BCWM
509
Bartlett & Co Wealth Management
Ohio
$523K
SBF
510
Sara-Bay Financial
Florida
$518K -$24.4K -87 -5%
SAM
511
Summit Asset Management
Tennessee
$517K
LAI
512
Legal Advantage Investments
California
$517K +$280 +1 +0.1%
Jane Street
513
Jane Street
New York
$512K -$33.7M -119,994 -99%
FMC
514
First Merchants Corp
Indiana
$512K +$23.3K +83 +5%
PIM
515
Perpetual Investment Management
Australia
$511K
WC
516
Winmill & Co
New York
$511K
ST
517
Spinnaker Trust
Maine
$498K
KA
518
Kintegral Advisory
New York
$493K
OSAM
519
O'Shaughnessy Asset Management
Connecticut
$489K +$50.2K +179 +12%
SC
520
Solstein Capital
California
$489K +$456K +1,626 New
APP
521
Avantax Planning Partners
Iowa
$487K +$454K +1,618 New
Grantham, Mayo, Van Otterloo & Co (GMO)
522
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$481K -$56.1K -200 -11%
LWCFA
523
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$476K +$444K +1,583 New
MA
524
Mutual Advisors
Nebraska
$473K -$2.24K -8 -0.5%
AC
525
AlphaCore Capital
California
$471K +$440K +1,568 New

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.