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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
JF
551
Jump Financial
Illinois
$405K +$378K +1,348 New
American Century Companies
552
American Century Companies
Missouri
$403K -$22M -78,336 -98%
BO
553
Bank OZK
Arkansas
$401K
Walleye Trading
554
Walleye Trading
New York
$399K +$372K +1,326 New
MWM
555
Mission Wealth Management
California
$394K +$280 +1 +0.1%
MMG
556
Monetary Management Group
Missouri
$391K
WT
557
Whittier Trust
California
$390K +$7.01K +25 +2%
RCM
558
RNC Capital Management
California
$388K
CFGS
559
Concourse Financial Group Securities
Alabama
$388K +$55.8K +199 +18%
SWA
560
Stratos Wealth Advisors
Ohio
$388K +$110K +391 +44%
IC
561
IEQ Capital
California
$385K +$114K +407 +47%
BJL
562
Brighton Jones LLC
Washington
$383K -$1.68K -6 -0.5%
MWM
563
Merriman Wealth Management
Washington
$379K
SG
564
Stonnington Group
California
$379K
CW
565
CreativeOne Wealth
Kansas
$378K +$353K +1,258 New
MYLI
566
Meiji Yasuda Life Insurance
Japan
$377K -$170K -605 -33%
QCG
567
Quadrant Capital Group
Ohio
$377K +$13.5K +48 +4%
BIM
568
Bridgecreek Investment Management
Oklahoma
$376K -$21K -75 -6%
RWM
569
Ritholtz Wealth Management
New York
$374K +$32.8K +117 +10%
M
570
MOTCO
Texas
$373K -$2.81K -10 -0.8%
SBL
571
Sargent Bickham Lagudis
Colorado
$373K +$38.4K +137 +12%
SWM
572
Spire Wealth Management
Virginia
$373K +$235K +837 +208%
FDCDDQ
573
Federation des caisses Desjardins du Quebec
Quebec, Canada
$373K +$167K +594 +92%
CIS
574
Connors Investor Services
Pennsylvania
$368K -$101K -360 -23%
GWM
575
Geneos Wealth Management
Colorado
$368K +$23K +82 +7%

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.