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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
BCA
726
Berman Capital Advisors
Georgia
$25K +$3.96K +17 +20%
CCMW
727
Cypress Capital Management (Wyoming)
Wyoming
$24K
ST
728
Smithfield Trust
Pennsylvania
$23K
CIA
729
CSat Investment Advisory
Michigan
$23K +$3.03K +13 +16%
ZB
730
Zions Bancorporation
Utah
$22K -$14.2K -61 -41%
COCM
731
Charter Oak Capital Management
New Hampshire
$22K
SLF
732
Sun Life Financial
Ontario, Canada
$22K
EARNEST Partners
733
EARNEST Partners
Georgia
$20K
CFO
734
CVA Family Office
Colorado
$20K +$18.6K +80 New
WCM
735
Wealthcare Capital Management
Virginia
$20K +$19.1K +82 New
FMII
736
Farmers & Merchants Investments Inc
Nebraska
$19K
TH
737
TCTC Holdings
Texas
$19K
CT
738
Caldwell Trust
Florida
$18.5K -$1.4K -6 -7%
FFA
739
Freedman Financial Associates
Massachusetts
$18K
WAS
740
Winch Advisory Services
Wisconsin
$18K +$233 +1 +1%
TWA
741
TCI Wealth Advisors
Arizona
$18K +$8.15K +35 +95%
HWMA
742
Heritage Wealth Management (Arizona)
Arizona
$17K +$15.8K +68 New
IAIM
743
International Assets Investment Management
Florida
$16K +$58.7K +252 New
CBT
744
CoreFirst Bank & Trust
Kansas
$15K
DWMG
745
DB Wealth Management Group
California
$15K
PB
746
Pinnacle Bancorp
Nebraska
$15K
TFO
747
Tarbox Family Office
California
$15K
1IA
748
1834 Investment Advisors
Wisconsin
$15K +$14.4K +62 New
TAIM
749
TD Ameritrade Investment Management
Nebraska
$14K
EFSCE
750
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$3.73K +16 +40%

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.