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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
PB
776
Pinnacle Bancorp
Nebraska
$18K
TFO
777
Tarbox Family Office
California
$18K
WQ
778
Wealth Quarterback
New Jersey
$18K +$16.5K +59 New
EFSCE
779
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
ME
780
McIlrath & Eck
Washington
$17K +$14.3K +51 +850%
FWM
781
FFT Wealth Management
Pennsylvania
$16K +$15.1K +54 New
WIM
782
Westside Investment Management
California
$15.6K
AIG
783
American International Group
New York
$14.9K -$423K -1,509 -3%
ONST
784
Old North State Trust
North Carolina
$14K
WWMSC
785
Wagner Wealth Management (South Carolina)
South Carolina
$14K
HR
786
Howe & Rusling
New York
$14K +$3.08K +11 +31%
WPA
787
West Paces Advisors
Georgia
$13.2K
MPWT
788
MassMutual Private Wealth & Trust
Connecticut
$13K +$9.26K +33 +367%
SWA
789
Sutton Wealth Advisors
Florida
$12.3K
FA
790
Financial Avengers
California
$12K
HIA
791
Harbor Investment Advisory
Maryland
$12K
IRC
792
Investors Research Corp
Georgia
$12K
PWA
793
Phoenix Wealth Advisors
North Carolina
$12K
KPCM
794
Kings Point Capital Management
New York
$12K +$11.2K +40 New
BWA
795
BDO Wealth Advisors
Florida
$11K
CFN
796
Cordasco Financial Network
Florida
$11K
RA
797
Resolute Advisors
California
$11K
HWMA
798
Heritage Wealth Management (Arizona)
Arizona
$10K -$9.54K -34 -50%
MAWCM
799
Mine & Arao Wealth Creation & Management
California
$10K
MCM
800
MV Capital Management
Maryland
$9K +$7.01K +25 +500%

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.