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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.89B +$92.8M +398,584 +2%
BlackRock
2
BlackRock
New York
$4.22B -$30.5M -131,025 -0.8%
Cohen & Steers
3
Cohen & Steers
New York
$2.88B +$309M +1,328,084 +13%
State Street
4
State Street
Massachusetts
$2.37B -$3.22M -13,811 -0.1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.47B -$21.1M -90,415 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$845M -$44M -188,819 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$737M +$34.3M +147,365 +5%
Northern Trust
8
Northern Trust
Illinois
$619M -$7.91M -33,978 -1%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$597M -$48M -205,998 -8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$565M +$456K +1,956 +0.1%
AAMU
11
APG Asset Management US
New York
$541M -$49.8M -214,000 -9%
Bank of America
12
Bank of America
North Carolina
$493M -$17.4M -74,820 -4%
Legal & General Group
13
Legal & General Group
United Kingdom
$490M -$2.18M -9,376 -0.5%
Lazard Asset Management
14
Lazard Asset Management
New York
$435M +$5.81M +24,946 +1%
Invesco
15
Invesco
Georgia
$406M +$202M +869,193 +112%
Norges Bank
16
Norges Bank
Norway
$397M -$11.8M -50,686 -3%
N
17
Nuveen
North Carolina
$381M +$4.78M +20,542 +1%
UBS AM
18
UBS AM
Illinois
$377M -$8.33M -35,776 -2%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$347M -$32.5M -139,341 -9%
Charles Schwab
20
Charles Schwab
California
$325M +$9.83M +42,219 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$316M -$1.48M -6,376 -0.5%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$314M +$26.3M +113,112 +10%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$296M -$12.7M -54,387 -4%
Morgan Stanley
24
Morgan Stanley
New York
$268M +$5.18M +22,235 +2%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$247M -$5.33M -22,903 -2%

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.