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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
S
576
SignatureFD
Georgia
$368K +$58.3K +208 +20%
MGIA
577
Moneta Group Investment Advisors
Missouri
$364K +$3.08K +11 +0.9%
AB
578
Atlas Brown
Kentucky
$361K
GSBTD
579
Glenview State Bank Trust Department
Illinois
$361K
SPC
580
Sigma Planning Corp
Michigan
$359K +$26.6K +95 +9%
CIM
581
Contravisory Investment Management
Massachusetts
$358K
ACP
582
Aveo Capital Partners
Colorado
$357K -$6.17K -22 -2%
TPWA
583
TRUE Private Wealth Advisors
Oregon
$356K
MAFM
584
Mid Atlantic Financial Management
Pennsylvania
$355K -$21K -75 -6%
MC
585
Moors & Cabot
Massachusetts
$349K -$12.1K -43 -4%
WOC
586
West Oak Capital
California
$347K
FCMT
587
Founders Capital Management (Texas)
Texas
$346K -$8.41K -30 -3%
FANJ
588
Financial Architects (New Jersey)
New Jersey
$343K +$320K +1,140 New
BAM
589
Barrett Asset Management
New York
$340K
HL
590
HeadInvest LLC
Maine
$338K +$10.4K +37 +3%
WCG
591
Weaver Consulting Group
California
$336K
Fisher Asset Management
592
Fisher Asset Management
Washington
$335K +$312K +1,114 New
HAG
593
HighPoint Advisor Group
Illinois
$334K +$35.3K +126 +13%
QCM
594
Quantinno Capital Management
New York
$330K
RWP
595
Ridgecrest Wealth Partners
California
$327K +$305K +1,086 New
WPP
596
Whalerock Point Partners
Rhode Island
$326K
Lido Advisors
597
Lido Advisors
California
$326K -$133K -474 -30%
AF
598
Advisornet Financial
Minnesota
$326K
SXL
599
Summit X LLC
Missouri
$326K
CG
600
Caprock Group
Idaho
$322K +$48K +171 +19%

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.