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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
MWM
551
Mission Wealth Management
California
$324K +$305K +1,311 New
MMG
552
Monetary Management Group
Missouri
$321K -$11.6K -50 -4%
GWM
553
Geneos Wealth Management
Colorado
$319K -$17K -73 -6%
RCM
554
RNC Capital Management
California
$318K
BJL
555
Brighton Jones LLC
Washington
$316K -$14.2K -61 -5%
TA
556
Tectonic Advisors
Texas
$315K +$34.9K +150 +13%
WT
557
Whittier Trust
California
$314K +$6.29K +27 +2%
MWM
558
Merriman Wealth Management
Washington
$311K -$303K -1,300 -51%
MAFM
559
Mid Atlantic Financial Management
Pennsylvania
$310K -$17.5K -75 -6%
M
560
MOTCO
Texas
$309K -$34K -146 -10%
OPA
561
Old Port Advisors
Maine
$305K +$288K +1,236 New
CBT
562
Capital Bank & Trust
California
$299K -$3.85M -16,531 -93%
PAMP
563
Polar Asset Management Partners
Ontario, Canada
$299K -$130K -558 -32%
QCG
564
Quadrant Capital Group
Ohio
$298K +$40.3K +173 +17%
ACP
565
Aveo Capital Partners
Colorado
$298K +$282K +1,209 New
LOAMS
566
Lombard Odier Asset Management (Switzerland)
Switzerland
$297K +$280K +1,204 New
GSBTD
567
Glenview State Bank Trust Department
Illinois
$296K
MC
568
Moors & Cabot
Massachusetts
$296K +$8.62K +37 +3%
AB
569
Atlas Brown
Kentucky
$296K +$11.6K +50 +4%
MGIA
570
Moneta Group Investment Advisors
Missouri
$296K +$279K +1,200 New
NA
571
NewEdge Advisors
Louisiana
$294K +$41.9K +180 +18%
CIM
572
Contravisory Investment Management
Massachusetts
$294K +$277K +1,190 New
TPWA
573
TRUE Private Wealth Advisors
Oregon
$293K +$274K +1,176 +10,691%
FCMT
574
Founders Capital Management (Texas)
Texas
$291K
WOC
575
West Oak Capital
California
$285K +$10.5K +45 +4%

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.