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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
CAM
801
ClariVest Asset Management
California
$8K
FHC
802
First Horizon Corporation
Tennessee
$8K
JFA
803
JNBA Financial Advisors
Minnesota
$8K
SJIM
804
St. Johns Investment Management
Florida
$8K
HC
805
Hoese & Co
Minnesota
$8K +$7.01K +25 New
HWM
806
Holloway Wealth Management
Florida
$7K
SFPG
807
Stonebridge Financial Planning Group
Florida
$7K
HWA
808
Heritage Wealth Advisors
Virginia
$6.01K
APWA
809
Atlas Private Wealth Advisors
New Jersey
$6K
NSIM
810
North Star Investment Management
Illinois
$6K
CCA
811
Column Capital Advisors
Indiana
$5K
GEA
812
Glen Eagle Advisors
New Jersey
$3.01K
GI
813
Gradient Investments
Minnesota
$3K -$4.21K -15 -63%
RIA
814
RPG Investment Advisory
California
$3K -$1.4K -5 -33%
BWM
815
Baystate Wealth Management
Massachusetts
$3K
GWSG
816
GPS Wealth Strategies Group
Colorado
$3K
IFAM
817
Institutional & Family Asset Management
Colorado
$3K
FMP
818
Financial Management Professionals
Texas
$3K +$1.4K +5 +100%
BBL
819
Beck Bode LLC
Massachusetts
$3K +$3.08K +11 New
PWP
820
Personal Wealth Partners
Minnesota
$3K +$3.08K +11 New
TLFA
821
True Link Financial Advisors
California
$3K +$3.08K +11 New
VCM
822
Vigilant Capital Management
Maine
$3K +$3.08K +11 New
EWA
823
Evolution Wealth Advisors
Florida
$2K
FPS
824
Fieldpoint Private Securities
Connecticut
$2K
SFO
825
Standard Family Office
South Dakota
$1K

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.