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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
BAM
701
Bellevue Asset Management
Washington
$123K
TAIM
702
TD Ameritrade Investment Management
Nebraska
$123K +$98.2K +350 +593%
HFA
703
Hoover Financial Advisors
Pennsylvania
$119K
CI
704
CX Institutional
Indiana
$119K +$38.1K +136 +53%
EI
705
Ellevest Inc
New York
$118K +$73.8K +263 +204%
FMII
706
Farmers & Merchants Investments Inc
Nebraska
$117K +$87.5K +312 +400%
DMBA
707
Deseret Mutual Benefit Administrators
Utah
$117K +$109K +389 New
BCA
708
Berman Capital Advisors
Georgia
$113K +$76.9K +274 +263%
HPC
709
HM Payson & Co
Maine
$108K
HRC
710
Hoertkorn Richard Charles
$107K
TPCW
711
TD Private Client Wealth
New York
$104K -$13.5K -48 -12%
WTC
712
WhitTier Trust Company
Nevada
$104K
AIC
713
Archer Investment Corporation
Indiana
$103K -$212K -755 -69%
SFSIG
714
San Francisco Sentry Investment Group
California
$101K
RFA
715
Reilly Financial Advisors
California
$101K +$28.6K +102 +44%
ASBI
716
American State Bank (Iowa)
Iowa
$101K
FFG
717
Ford Financial Group
California
$97K +$90.6K +323 New
TF
718
TimeScale Financial
Massachusetts
$96K +$561 +2 +0.6%
GAM
719
Gemmer Asset Management
California
$94K +$561 +2 +0.6%
BFC
720
Bedel Financial Consulting
Indiana
$93K
MHR
721
Matthew Hamilton Rosenberg
$93K
KTC
722
Kistler-Tiffany Companies
Pennsylvania
$90K
TFA
723
Toth Financial Advisory
Virginia
$90K
MA
724
Montag & Associates
Georgia
$83K
SIM
725
Sonora Investment Management
Arizona
$81K

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.