Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of
PSA.PRW
PSA.PRW was delisted on the 29th of September, 2020.
10 hedge funds and large institutions have $6.14M invested in Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
9% less funds holding
Funds holding: 11 → 10 (-1)
12% less capital invested
Capital invested by funds: $6.97M → $6.14M (-$831K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
+$316K |
| 2 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
+$25.8K |
| 3 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$13.7K |
| 4 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$4.21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EHC
Everett Harris & Co
Los Angeles,
California
|
-$279K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NPF
1
Norris Perne & French
Grand Rapids,
Michigan
| $3.01M | – | – | – |
|
|
AAM
2
AR Asset Management
West Hollywood,
California
| $1.62M | – | – | – |
|
|
NSIM
3
North Star Investment Management
Chicago,
Illinois
| $360K | +$13.7K | +650 | +4% |
|
|
VCM
4
Vision Capital Management
Portland,
Oregon
| $349K | – | – | – |
|
|
ZCM
5
Ziegler Capital Management
Chicago,
Illinois
| $303K | +$316K | +15,000 | New |
|
|
WAM
6
Weatherly Asset Management
Del Mar,
California
| $232K | – | – | – |
|
|
SOAMC
7
Spirit of America Management Corp
Syosset,
New York
| $202K | – | – | – |
|
|
RFA
8
Reilly Financial Advisors
La Mesa,
California
| $35K | +$25.8K | +1,225 | +245% |
|
|
CA
9
CapWealth Advisors
Franklin,
Tennessee
| $20K | – | – | – |
|
|
PTC
10
Private Trust Company
Cleveland,
Ohio
| $16K | +$4.21K | +200 | +33% |
|
|
EHC
11
Everett Harris & Co
Los Angeles,
California
| – | -$279K | -12,000 | Closed |
|
|
12
Ameriprise
Minneapolis,
Minnesota
| – | -$13K | -547 | Closed |
|
PSA.PRW Hedge Fund Activity: Q3 2013 in Review
10 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of (PSA.PRW) for Q3 2013, worth a combined $6.14M — down 12% from $6.97M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PSA.PRW and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was Ziegler Capital Management, opening a new position worth an estimated $316K. The largest seller was Everett Harris & Co, exiting entirely with an estimated $279K sold.
- 10 institutional investors held Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of (PSA.PRW) as of Q3 2013, down from 11 in Q2 2013.
- Funds reported $6.14M of Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of stock for Q3 2013, down 12% quarter-over-quarter.
- 1 fund opened new Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of positions in Q3 2013 and 2 closed out, a net change of -1 holder.
- The largest Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of buyer in Q3 2013 was Ziegler Capital Management, an estimated $316K added.
- The largest Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of seller in Q3 2013 was Everett Harris & Co, an estimated $279K sold.
Based on aggregated 13F filings for Q3 2013.