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Public Storage
PSA

Overview Fund Activity

795 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, 298 increasing their positions, 244 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
14%
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
298
Reduced
244
Closed
85
Calls
$92M
Puts
$51.6M
Net Calls
+$40.3M
Net Calls Change
+$43.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$2.88B
2
Invesco
Invesco
Georgia
$406M
3
Wells Fargo
Wells Fargo
California
$208M
4
RC
Resolution Capital
Australia
$235M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.89B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
First Trust Advisors
First Trust Advisors
Illinois
$74.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.2M
4
Citadel Advisors
Citadel Advisors
Florida
$8.32M
5
Renaissance Technologies
Renaissance Technologies
New York
$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBTD
526
Mechanics Bank - Trust Department
California
$365K – – –
HIC
527
Hartline Investment Corp
Illinois
$364K – – –
SIM
528
Sentry Investment Management
Wisconsin
$362K -$1.73M -7,005 -83%
ISWM
529
Independent Solutions Wealth Management
New York
$360K +$3.46K +14 +1%
SI
530
Stephens Inc
Arkansas
$359K +$247 +1 +0.1%
OSAM
531
O'Shaughnessy Asset Management
Connecticut
$357K +$185K +750 +107%
Northwestern Mutual Wealth Management
532
Northwestern Mutual Wealth Management
Wisconsin
$349K +$12.6K +51 +4%
AHC
533
Adell Harriman & Carpenter
Texas
$345K -$12.3K -50 -3%
JCM
534
Jacobi Capital Management
Pennsylvania
$345K +$7.66K +31 +2%
BHBT
535
Burke & Herbert Bank & Trust
Virginia
$344K +$23.7K +96 +7%
IA
536
IFG Advisory
Georgia
$343K +$22.7K +92 +7%
WANY
537
Wealthspire Advisors (New York)
New York
$341K +$19K +77 +6%
KIA
538
KCM Investment Advisors
California
$337K +$3.21K +13 +1%
TCM
539
Teza Capital Management
Illinois
$334K -$1.01M -4,100 -75%
LOAME
540
Lombard Odier Asset Management (Europe)
United Kingdom
$334K +$334K +1,353 New
SG
541
Stonnington Group
California
$333K +$333K +1,235 New
BO
542
Bank OZK
Arkansas
$329K – – –
SWP
543
Stratos Wealth Partners
Ohio
$328K +$9.87K +40 +3%
BIM
544
Bridgecreek Investment Management
Oklahoma
$327K – – –
AWM
545
Apollon Wealth Management
South Carolina
$326K +$326K +1,321 New
GT
546
Greenleaf Trust
Michigan
$324K +$80K +324 +33%
MWM
547
Mission Wealth Management
California
$324K +$324K +1,311 New
MMG
548
Monetary Management Group
Missouri
$321K -$12.3K -50 -4%
GWM
549
Geneos Wealth Management
Colorado
$319K -$20.5K -73 -6%
RCM
550
RNC Capital Management
California
$318K – – –
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