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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
BAM
576
Barrett Asset Management
New York
$279K
RWM
577
Ritholtz Wealth Management
New York
$278K -$3.73K -16 -1%
WCG
578
Weaver Consulting Group
California
$276K
GCP
579
GSA Capital Partners
United Kingdom
$274K +$259K +1,110 New
1WA
580
180 Wealth Advisors
Washington
$273K -$23.3K -100 -9%
SBL
581
Sargent Bickham Lagudis
Colorado
$272K +$34.5K +148 +15%
AIC
582
Archer Investment Corporation
Indiana
$271K +$70.8K +304 +38%
SPC
583
Sigma Planning Corp
Michigan
$271K -$32.8K -141 -11%
QCM
584
Quantinno Capital Management
New York
$271K
GWM
585
GSB Wealth Management
Connecticut
$271K +$256K +1,098 New
DADC
586
D.A. Davidson & Co
Montana
$271K +$256K +1,099 New
CFGS
587
Concourse Financial Group Securities
Alabama
$270K +$466 +2 +0.2%
HL
588
HeadInvest LLC
Maine
$268K +$38.9K +167 +18%
WPP
589
Whalerock Point Partners
Rhode Island
$268K
AF
590
Advisornet Financial
Minnesota
$267K
SXL
591
Summit X LLC
Missouri
$266K +$10.7K +46 +4%
GT
592
Glenmede Trust
Pennsylvania
$263K -$487K -2,091 -66%
ATC
593
Argent Trust Co
Tennessee
$260K
PCFFS
594
Pacific Center for Financial Services
California
$260K
TCOV
595
Trust Company of Vermont
Vermont
$259K
SAM
596
Secure Asset Management
Michigan
$259K +$2.1K +9 +0.9%
TVWM
597
Tower View Wealth Management
Wisconsin
$258K -$8.38K -36 -3%
HAG
598
HighPoint Advisor Group
Illinois
$254K +$8.38K +36 +4%
Parallax Volatility Advisers
599
Parallax Volatility Advisers
California
$253K +$140K +601 +141%
FRM
600
Fox Run Management
Connecticut
$253K +$239K +1,025 New

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.