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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
SSG
626
Summit Securities Group
New York
$269K +$251K +896 New
FCH
627
Freestone Capital Holdings
Washington
$267K +$249K +888 New
6M
628
6 Meridian
Kansas
$265K -$8.7K -31 -3%
MOS
629
MGO One Seven
Ohio
$261K +$244K +869 New
SGAM
630
Smith Group Asset Management
Texas
$259K
EFS
631
Essex Financial Services
Connecticut
$258K +$241K +859 New
FIM
632
Freedom Investment Management
Connecticut
$255K -$22.7K -81 -9%
CAC
633
Certified Advisory Corp
Florida
$254K
EM
634
Excalibur Management
Massachusetts
$250K -$2.81K -10 -1%
MG
635
Mather Group
Illinois
$248K +$232K +826 New
P
636
Pitcairn
Pennsylvania
$247K +$561 +2 +0.2%
CWP
637
Curated Wealth Partners
California
$245K +$228K +814 New
GGI
638
Godsey & Gibb Inc
Virginia
$244K
APA
639
American Portfolios Advisors
New York
$241K +$182K +650 +430%
WCM
640
Windham Capital Management
Massachusetts
$240K +$224K +799 New
SG
641
StoneX Group
New York
$238K -$41.8K -149 -16%
BCM
642
Brookstone Capital Management
Illinois
$237K +$214K +763 New
WCWM
643
Willow Creek Wealth Management
California
$237K +$221K +789 New
AWM
644
Apollon Wealth Management
South Carolina
$235K -$152K -541 -41%
PCP
645
Proficio Capital Partners
Massachusetts
$235K +$219K +782 New
LIM
646
Lathrop Investment Management
Arkansas
$231K +$215K +767 New
EH
647
Equitable Holdings
New York
$231K +$215K +768 New
IWA
648
IVC Wealth Advisors
Pennsylvania
$229K +$213K +760 New
JIC
649
Johnson Investment Counsel
Ohio
$226K +$210K +750 New
WLIM
650
White Lighthouse Investment Management
Massachusetts
$226K +$210K +750 New

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.