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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
CG
876
Cutler Group
California
-$213K -760 Closed
DZ Bank
877
DZ Bank
Germany
-$183K -740 Closed
RA
878
Rational Advisors
New York
-$164K -665 Closed
PVH
879
Psagot Value Holdings
Israel
-$160K -648 Closed
CI
880
Clal Insurance
Israel
-$142K -576 Closed
RWB
881
RMR Wealth Builders
New Jersey
-$111K -451 Closed
VBCG
882
Valley Brook Capital Group
Pennsylvania
-$104K -425 Closed
AS
883
Altshuler Shaham
Israel
-$77K -311 Closed
NG
884
NWK Group
California
-$65K -264 Closed
MWM
885
Mascoma Wealth Management
New Hampshire
-$63K -256 Closed
IAIM
886
International Assets Investment Management
Florida
-$16K -252 Closed
WAP
887
Wealthcare Advisory Partners
Pennsylvania
-$52K -210 Closed
AIC
888
Ameritas Investment Company
Nebraska
-$48.8K -198 Closed
DWP
889
Destiny Wealth Partners
Florida
-$45K -183 Closed
GCM
890
Gables Capital Management
Florida
-$43K -173 Closed
MF
891
Manchester Financial
California
-$39K -158 Closed
PO
892
Private Ocean
California
-$27K -109 Closed
SLF
893
Sun Life Financial
Ontario, Canada
-$22K -91 Closed
WCM
894
Wealthcare Capital Management
Virginia
-$20K -82 Closed
AJ
895
Ashburton (Jersey)
Jersey
-$11K -43 Closed
TSW
896
Thompson Siegel & Walmsley
Virginia
-$10K -40 Closed
MWP
897
Meridian Wealth Partners
Pennsylvania
-$8K -33 Closed
MLFP
898
MPS Loria Financial Planners
Illinois
-$1K -6 Closed
VFA
899
Valeo Financial Advisors
Indiana
-$1K -4 Closed

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.