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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
LFF
651
Level Four Financial
Texas
$223K +$208K +740 New
OC
652
Oarsman Capital
Wisconsin
$222K +$207K +737 New
CC
653
Courier Capital
New York
$222K +$207K +738 New
MCM
654
MAI Capital Management
Ohio
$222K +$207K +738 New
WAM
655
Weatherly Asset Management
California
$221K +$206K +736 New
RMCM
656
Reynders McVeigh Capital Management
Massachusetts
$219K +$204K +727 New
GIA
657
Gateway Investment Advisers
Ohio
$219K +$204K +729 New
PMAS
658
PNC Managed Account Solutions
Texas
$217K +$203K +722 New
ARMC
659
American Research & Management Company
Massachusetts
$214K
WA1
660
Wimmer Associates 1
California
$214K +$200K +712 New
PAM
661
Private Asset Management
California
$213K +$199K +710 New
PA
662
Pinnacle Associates
New York
$212K +$198K +705 New
FLPIM
663
F.L. Putnam Investment Management
Massachusetts
$211K +$197K +702 New
PR
664
Payden & Rygel
California
$210K
IA
665
Inspire Advisors
Idaho
$210K +$195K +697 New
CIM
666
Cambria Investment Management
California
$208K +$194K +693 New
LC
667
Lindbrook Capital
California
$207K +$2.81K +10 +1%
CFA
668
Carroll Financial Associates
North Carolina
$207K +$14.3K +51 +8%
RWA
669
Ropes Wealth Advisors
Massachusetts
$207K +$193K +689 New
LC
670
Landaas & Company
Wisconsin
$206K +$192K +686 New
CPIG
671
Chicago Partners Investment Group
Illinois
$205K +$183K +654 New
IFWM
672
Institute for Wealth Management
Colorado
$204K +$190K +677 New
CCA
673
Conestoga Capital Advisors
Pennsylvania
$201K +$188K +670 New
APP
674
Alpha Paradigm Partners
Illinois
$197K -$509K -1,816 -74%
IA
675
IFP Advisors
Florida
$196K +$33.7K +120 +23%

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.