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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
AAS
526
Avantax Advisory Services
Texas
$376K +$28.9K +124 +9%
AG
527
AlphaSimPlex Group
Massachusetts
$374K
PFA
528
Peak Financial Advisors
Colorado
$374K +$38.7K +166 +12%
MBTD
529
Mechanics Bank - Trust Department
California
$365K
HIC
530
Hartline Investment Corp
Illinois
$364K
SIM
531
Sentry Investment Management
Wisconsin
$362K -$1.63M -7,005 -83%
ISWM
532
Independent Solutions Wealth Management
New York
$360K +$3.26K +14 +1%
SI
533
Stephens Inc
Arkansas
$359K +$233 +1 +0.1%
OSAM
534
O'Shaughnessy Asset Management
Connecticut
$357K +$175K +750 +107%
Northwestern Mutual Wealth Management
535
Northwestern Mutual Wealth Management
Wisconsin
$349K +$11.9K +51 +4%
IFG
536
Independent Financial Group
California
$346K +$38.2K +164 +13%
AHC
537
Adell Harriman & Carpenter
Texas
$345K -$11.6K -50 -3%
JCM
538
Jacobi Capital Management
Pennsylvania
$345K +$7.22K +31 +2%
BHBT
539
Burke & Herbert Bank & Trust
Virginia
$344K +$22.4K +96 +7%
IA
540
IFG Advisory
Georgia
$343K +$21.4K +92 +7%
WANY
541
Wealthspire Advisors (New York)
New York
$341K +$17.9K +77 +6%
KIA
542
KCM Investment Advisors
California
$337K +$3.03K +13 +1%
TCM
543
Teza Capital Management
Illinois
$334K -$955K -4,100 -75%
LOAME
544
Lombard Odier Asset Management (Europe)
United Kingdom
$334K +$315K +1,353 New
SG
545
Stonnington Group
California
$333K +$288K +1,235 New
BO
546
Bank OZK
Arkansas
$329K
SWP
547
Stratos Wealth Partners
Ohio
$328K +$9.31K +40 +3%
BIM
548
Bridgecreek Investment Management
Oklahoma
$327K
AWM
549
Apollon Wealth Management
South Carolina
$326K +$308K +1,321 New
GT
550
Greenleaf Trust
Michigan
$324K +$75.5K +324 +33%

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.