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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
BEI
601
Benjamin Edwards Inc
Missouri
$320K +$27.8K +99 +10%
ATC
602
Argent Trust Co
Tennessee
$319K +$1.96K +7 +0.7%
RFC
603
Regions Financial Corp
Alabama
$318K +$297K +1,058 New
PCFFS
604
Pacific Center for Financial Services
California
$317K
SAM
605
Secure Asset Management
Michigan
$317K +$1.96K +7 +0.7%
CFAM
606
Center For Asset Management
Florida
$315K +$294K +1,047 New
BOPW
607
Brandywine Oak Private Wealth
Pennsylvania
$313K +$292K +1,042 New
NP
608
NorthRock Partners
Minnesota
$312K +$21.9K +78 +8%
CAG
609
Curtis Advisory Group
California
$304K +$37K +132 +15%
TVWM
610
Tower View Wealth Management
Wisconsin
$303K -$10.1K -36 -3%
LIM
611
Longfellow Investment Management
Massachusetts
$291K -$178K -633 -40%
S
612
SimplyRich
California
$291K
TCOV
613
Trust Company of Vermont
Vermont
$290K -$24.4K -87 -8%
DADC
614
D.A. Davidson & Co
Montana
$288K -$39.5K -141 -13%
AFG
615
Arkansas Financial Group
Arkansas
$286K
BAAM
616
Baker Avenue Asset Management
California
$284K +$1.4K +5 +0.5%
LCP
617
Legacy Capital Partners
Wisconsin
$283K -$7.01K -25 -3%
NGA
618
Naples Global Advisors
Florida
$281K
BCI
619
Brinker Capital Investments
Pennsylvania
$281K +$262K +935 New
CT
620
Columbia Trust
Oregon
$280K -$6.45K -23 -2%
PFO
621
Pathstone Family Office
New Jersey
$275K +$257K +916 New
TSS
622
Two Sigma Securities
New York
$272K +$254K +905 New
HIMC
623
Heritage Investors Management Corp
Maryland
$271K
AIM
624
Anchor Investment Management
South Carolina
$271K -$28K -100 -10%
TFA
625
Teamwork Financial Advisors
Texas
$270K -$5.61K -20 -2%

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.