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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
WAP
701
Wealthcare Advisory Partners
Pennsylvania
$52K +$48.9K +210 New
TFS
702
TrustCore Financial Services
Tennessee
$49K -$8.15K -35 -15%
BC
703
Burleson & Co
California
$49K +$46.1K +198 New
LCM
704
Logan Capital Management
Pennsylvania
$49K +$46.6K +200 New
AIC
705
Ameritas Investment Company
Nebraska
$48.8K +$46.1K +198 New
DWP
706
Destiny Wealth Partners
Florida
$45K -$209K -899 -83%
GCM
707
Gables Capital Management
Florida
$43K
PWMG
708
Prestige Wealth Management Group
New Jersey
$42K +$2.56K +11 +7%
GWS
709
Glassman Wealth Services
Virginia
$42K +$15.1K +65 +63%
CCC
710
Crescent Capital Consulting
Louisiana
$41K
MF
711
Manchester Financial
California
$39K
SIC
712
Salem Investment Counselors
North Carolina
$39K
APA
713
American Portfolios Advisors
New York
$37.3K -$61K -262 -63%
EI
714
Ellevest Inc
New York
$32K +$4.89K +21 +19%
AWA
715
Arkadios Wealth Advisors
Georgia
$30K +$22.6K +97 +373%
WP
716
WealthShield Partners
North Carolina
$30K +$28.6K +123 New
APC
717
Aspire Private Capital
North Carolina
$29K -$23.3K -100 -46%
Loomis, Sayles & Company
718
Loomis, Sayles & Company
Massachusetts
$29K +$3.96K +17 +17%
Nisa Investment Advisors
719
Nisa Investment Advisors
Missouri
$28.9K -$31.1M -133,733 -53%
NSB
720
Norway Savings Bank
Maine
$28K
PFBT
721
Parkside Financial Bank & Trust
Missouri
$28K +$1.63K +7 +6%
AWM
722
Avior Wealth Management
Nebraska
$27K -$466 -2 -2%
CA
723
Clearstead Advisors
Ohio
$27K
DAC
724
Dividend Assets Capital
South Carolina
$27K
PO
725
Private Ocean
California
$27K

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.