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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
SCM
851
Stevens Capital Management
Pennsylvania
-$224K -969 Closed
DIM
852
Delta Investment Management
California
-$223K -968 Closed
GC
853
Grimes & Company
Massachusetts
-$222K -961 Closed
CW
854
CreativeOne Wealth
Kansas
-$218K -942 Closed
FCH
855
Freestone Capital Holdings
Washington
-$177K -765 Closed
IA
856
Inspire Advisors
Idaho
-$162K -701 Closed
RWA
857
Ropes Wealth Advisors
Massachusetts
-$159K -689 Closed
BCP
858
Blue Chip Partners
Michigan
-$104K -451 Closed
BAM
859
Belpointe Asset Management
Nevada
-$102K -443 Closed
KFA
860
Krane Funds Advisors
New York
-$89K -386 Closed
LGA
861
Lebenthal Global Advisors
New York
-$72K -315 Closed
PMFA
862
Plante Moran Financial Advisors
Michigan
-$72K -311 Closed
VCG
863
Vantage Consulting Group
Virginia
-$71K -307 Closed
CAAS
864
Capital Asset Advisory Services
Michigan
-$64K -277 Closed
WOSD
865
WFA of San Diego
California
-$230 -230 Closed
Group One Trading
866
Group One Trading
Illinois
-$53.3K -229 Closed
PWPS
867
Pinnacle Wealth Planning Services
Ohio
-$48K -209 Closed
CCA
868
Childress Capital Advisors
Texas
-$42K -180 Closed
TFIPS
869
Towarzystwo Funduszy Inwestycyjnych PZU SA
-$40.4K -175 Closed
IPW
870
IronBridge Private Wealth
Texas
-$27K -119 Closed
PWM
871
Perigon Wealth Management
California
-$27K -116 Closed
LWCFA
872
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$23K -100 Closed
RPWA
873
Regent Peak Wealth Advisors
Georgia
-$22K -95 Closed
PFO
874
Pathstone Family Office
New Jersey
-$14K -59 Closed
BDWCC
875
B&D White Capital Company
Texas
-$11K -51 Closed

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.