We are live on ! Find out more
PSA icon

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
CWP
726
Concord Wealth Partners
Virginia
$78K -$1.12K -4 -2%
TWM
727
Tradition Wealth Management
Minnesota
$77K
HDIM
728
Hanson & Doremus Investment Management
Vermont
$76K
JIR
729
James Investment Research
Ohio
$75K
FHA
730
First Horizon Advisors
Tennessee
$74K -$3.65K -13 -5%
SIS
731
Sound Income Strategies
Florida
$73K -$169K -601 -71%
LWM
732
Liberty Wealth Management
California
$72K +$1.12K +4 +2%
O
733
Ossiam
France
$68K -$155K -551 -72%
FWM
734
Filbrandt Wealth Management
Wisconsin
$66K
APC
735
Aspire Private Capital
North Carolina
$65K -$32.5K -116 Closed
TC
736
Trust Company
Kansas
$64K -$54.1K -193 -48%
DAM
737
Delta Asset Management
Tennessee
$64K
BC
738
Burleson & Co
California
$60K
LCM
739
Logan Capital Management
Pennsylvania
$60K
TFS
740
TrustCore Financial Services
Tennessee
$54K -$5.05K -18 -9%
CA
741
Crewe Advisors
Utah
$54K +$50.5K +180 New
KFS
742
Kelly Financial Services
Massachusetts
$53K +$4.47M +15,952 +30,098%
GWS
743
Glassman Wealth Services
Virginia
$52K +$841 +3 +2%
PWMG
744
Prestige Wealth Management Group
New Jersey
$50K -$280 -1 -0.6%
CCC
745
Crescent Capital Consulting
Louisiana
$50K
SIC
746
Salem Investment Counselors
North Carolina
$48K
PFBT
747
Parkside Financial Bank & Trust
Missouri
$38K +$2.52K +9 +8%
WP
748
WealthShield Partners
North Carolina
$37K
Loomis, Sayles & Company
749
Loomis, Sayles & Company
Massachusetts
$37K +$1.4K +5 +4%
NSB
750
Norway Savings Bank
Maine
$35K

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.