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Public Storage
PSA

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: 11 → 12 (+1)

7% more capital invested

Capital invested by funds: $31.9B → $34B (+$2.09B)

1% more funds holding

Funds holding: 792 → 801 (+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

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$309M
2
Invesco
Invesco
Georgia
+$202M
3
Wells Fargo
Wells Fargo
California
+$106M
4
RC
Resolution Capital
Australia
+$101M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$92.8M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$239M
2
First Trust Advisors
First Trust Advisors
Illinois
-$128M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$128M
4
Citadel Advisors
Citadel Advisors
Florida
-$123M
5
Renaissance Technologies
Renaissance Technologies
New York
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
776
Atlas Private Wealth Advisors
New Jersey
$5K – – –
NSIM
777
North Star Investment Management
Illinois
$5K – – –
HWA
778
Heritage Wealth Advisors
Virginia
$4.93K +$4.66K +20 New
CCA
779
Column Capital Advisors
Indiana
$4K – – –
RIA
780
RPG Investment Advisory
California
$4K – – –
BWM
781
Baystate Wealth Management
Massachusetts
$3K – – –
IFAM
782
Institutional & Family Asset Management
Colorado
$3K – – –
GEA
783
Glen Eagle Advisors
New Jersey
$2.47K – – –
EWA
784
Evolution Wealth Advisors
Florida
$2K – – –
HNB
785
Huntington National Bank
Ohio
$2K – – –
GWSG
786
GPS Wealth Strategies Group
Colorado
$2K +$2.1K +9 New
MPWT
787
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.1K +9 New
BBHC
788
Brown Brothers Harriman & Co
New York
$1.26K +$1.19M +5,098 New
VFA
789
Valeo Financial Advisors
Indiana
$1K -$7.45K -32 -89%
SFO
790
Standard Family Office
South Dakota
$1K -$932 -4 -50%
FPS
791
Fieldpoint Private Securities
Connecticut
$1K – – –
ME
792
McIlrath & Eck
Washington
$1K – – –
MLFP
793
MPS Loria Financial Planners
Illinois
$1K – – –
VCM
794
Versant Capital Management
Arizona
$1K – – –
FMP
795
Financial Management Professionals
Texas
$1K +$699 +3 +150%
MCM
796
MV Capital Management
Maryland
$1K +$1.16K +5 New
MGIM
797
M&G Investment Management
United Kingdom
$228 +$215K +923 New
Capital International Investors
798
Capital International Investors
California
– -$239M -1,036,842 Closed
IP
799
Interval Partners
New York
– -$23.1M -100,000 Closed
Balyasny Asset Management
800
Balyasny Asset Management
Illinois
– -$12.9M -55,859 Closed
30 31
32
33 34

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.