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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
CT
676
Clearstead Trust
Maine
$195K
VNA
677
Valley National Advisers
Pennsylvania
$194K
WR
678
WD Rutherford
Oregon
$192K
CFFP
679
Center for Financial Planning
Michigan
$191K
HI
680
Harbour Investments
Wisconsin
$190K +$8.41K +30 +5%
NFG
681
Next Financial Group
Texas
$188K +$69.3K +247 +65%
WT
682
Washington Trust
Rhode Island
$185K
JWM
683
Janiczek Wealth Management
Colorado
$183K +$14.9K +53 +10%
AII
684
AGF Investments Inc
Ontario, Canada
$175K -$1.05M -3,753 -87%
TFM
685
TFC Financial Management
Massachusetts
$167K
FF
686
FourThought Financial
Florida
$157K -$5.05K -18 -3%
SIA
687
Sit Investment Associates
Minnesota
$156K
ED
688
Exane Derivatives
France
$155K -$12.9K -46 -8%
BDS
689
Banco de Sabadell
Florida
$151K
FWM
690
Focused Wealth Management
New York
$150K +$140K +500 New
CTC
691
Central Trust Company
Missouri
$144K -$21.3K -76 -14%
AWA
692
Arkadios Wealth Advisors
Georgia
$136K +$92.3K +329 +267%
ACA
693
Atlas Capital Advisors
Wyoming
$134K +$2.24K +8 +2%
Jones Financial Companies
694
Jones Financial Companies
Missouri
$131K -$3.65K -13 -3%
PCG
695
Private Capital Group
Connecticut
$129K +$7.85K +28 +7%
CI Investments Inc
696
CI Investments Inc
Ontario, Canada
$126K -$22.2K -79 -16%
CWC
697
Carolinas Wealth Consulting
North Carolina
$126K +$280 +1 +0.2%
NFSG
698
Newbridge Financial Services Group
Florida
$125K +$116K +414 New
HFM
699
Hartford Financial Management
Connecticut
$124K
SCM
700
Silvant Capital Management
Georgia
$124K

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.