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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
HRC
676
Hoertkorn Richard Charles
$88K
WTC
677
WhitTier Trust Company
Nevada
$85K
HDIM
678
Hanson & Doremus Investment Management
Vermont
$84K
ASBI
679
American State Bank (Iowa)
Iowa
$82.7K +$27.9K +120 +56%
SFSIG
680
San Francisco Sentry Investment Group
California
$82K +$17.5K +75 +29%
TF
681
TimeScale Financial
Massachusetts
$78K
AS
682
Altshuler Shaham
Israel
$77K -$27.9K -120 -28%
GAM
683
Gemmer Asset Management
California
$77K
BFC
684
Bedel Financial Consulting
Indiana
$76K
MHR
685
Matthew Hamilton Rosenberg
$76K +$9.55K +41 +15%
TFA
686
Toth Financial Advisory
Virginia
$74K -$23.3K -100 -25%
KTC
687
Kistler-Tiffany Companies
Pennsylvania
$74K
MA
688
Montag & Associates
Georgia
$68K
SIM
689
Sonora Investment Management
Arizona
$67K
NG
690
NWK Group
California
$65K
CWP
691
Concord Wealth Partners
Virginia
$65K +$932 +4 +2%
FHA
692
First Horizon Advisors
Tennessee
$64K +$10.5K +45 +21%
CI
693
CX Institutional
Indiana
$64K +$11.9K +51 +25%
TWM
694
Tradition Wealth Management
Minnesota
$63K
MWM
695
Mascoma Wealth Management
New Hampshire
$63K +$59.6K +256 New
JIR
696
James Investment Research
Ohio
$62K -$32.6K -140 -36%
RFA
697
Reilly Financial Advisors
California
$57K
FWM
698
Filbrandt Wealth Management
Wisconsin
$54K
LWM
699
Liberty Wealth Management
California
$54K
DAM
700
Delta Asset Management
Tennessee
$53K

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.