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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
CI
651
Clal Insurance
Israel
$142K +$134K +576 New
CTC
652
Central Trust Company
Missouri
$137K -$5.82K -25 -4%
TFM
653
TFC Financial Management
Massachusetts
$137K
JWM
654
Janiczek Wealth Management
Colorado
$137K +$72.7K +312 +128%
ED
655
Exane Derivatives
France
$134K +$126K +542 +18,067%
FF
656
FourThought Financial
Florida
$133K -$4.42K -19 -3%
IA
657
IFP Advisors
Florida
$130K +$15.1K +65 +14%
SIA
658
Sit Investment Associates
Minnesota
$128K -$39.6K -170 -25%
BDS
659
Banco de Sabadell
Florida
$124K +$117K +501 New
CI Investments Inc
660
CI Investments Inc
Ontario, Canada
$123K -$584K -2,508 -83%
Jones Financial Companies
661
Jones Financial Companies
Missouri
$111K -$1.16K -5 -1%
RWB
662
RMR Wealth Builders
New Jersey
$111K +$699 +3 +0.7%
HFA
663
Hoover Financial Advisors
Pennsylvania
$108K
ACA
664
Atlas Capital Advisors
Wyoming
$108K
VBCG
665
Valley Brook Capital Group
Pennsylvania
$104K
CWC
666
Carolinas Wealth Consulting
North Carolina
$103K +$1.16K +5 +1%
BAM
667
Bellevue Asset Management
Washington
$102K
HFM
668
Hartford Financial Management
Connecticut
$102K
SCM
669
Silvant Capital Management
Georgia
$102K
TC
670
Trust Company
Kansas
$100K -$35.2K -151 -27%
PCG
671
Private Capital Group
Connecticut
$99K -$58.5K -251 -39%
SWM
672
Spire Wealth Management
Virginia
$99K +$93.6K +402 New
TPCW
673
TD Private Client Wealth
New York
$97.5K +$11.9K +51 +15%
NFG
674
Next Financial Group
Texas
$93K
HPC
675
HM Payson & Co
Maine
$89K

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.