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.
7 hedge funds and large institutions have $1.97M invested in Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 3 closing their positions.
11% less capital invested
Capital invested by funds: $2.21M → $1.97M (-$239K)
13% less funds holding
Funds holding: 8 → 7 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Geneva Advisors
Chicago,
Illinois
|
+$406K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.77K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vision Capital Management
Portland,
Oregon
|
-$330K |
| 2 |
WAM
Weatherly Asset Management
Del Mar,
California
|
-$177K |
| 3 |
TAM
Tocqueville Asset Management
New York
|
-$175K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
AR Asset Management
West Hollywood,
California
| $1.2M | – | – | – |
|
|
GA
2
Geneva Advisors
Chicago,
Illinois
| $406K | +$406K | +18,000 | New |
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $261K | – | – | – |
|
|
RFA
4
Reilly Financial Advisors
La Mesa,
California
| $55K | – | – | – |
|
|
CA
5
CapWealth Advisors
Franklin,
Tennessee
| $23K | – | – | – |
|
|
PTC
6
Private Trust Company
Cleveland,
Ohio
| $18K | – | – | – |
|
|
7
Ameriprise
Minneapolis,
Minnesota
| $7K | +$6.77K | +300 | New |
|
|
VCM
8
Vision Capital Management
Portland,
Oregon
| – | -$330K | -14,925 | Closed |
|
|
WAM
9
Weatherly Asset Management
Del Mar,
California
| – | -$177K | -8,000 | Closed |
|
|
TAM
10
Tocqueville Asset Management
New York
| – | -$175K | -7,900 | Closed |
|
PSA.PRW Hedge Fund Activity: Q3 2014 in Review
7 of the 3,448 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 2014, worth a combined $1.97M — down 11% from $2.21M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSA.PRW and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.
The largest buyer was Geneva Advisors, opening a new position worth an estimated $406K. The largest seller was Vision Capital Management, exiting entirely with an estimated $330K sold.
- 7 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 2014, down from 8 in Q2 2014.
- Funds reported $1.97M of Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of stock for Q3 2014, down 11% quarter-over-quarter.
- 2 funds opened new Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of positions in Q3 2014 and 3 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 2014 was Geneva Advisors, an estimated $406K added.
- The largest Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of seller in Q3 2014 was Vision Capital Management, an estimated $330K sold.
Based on aggregated 13F filings for Q3 2014.