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Public Storage

756 hedge funds and large institutions have $29.6B invested in Public Storage in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 272 increasing their positions, 250 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $289M | Put options by funds: $157M

37% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 78

2% more funds holding

Funds holding: 739756 (+17)

9% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 250

0.97% less ownership

Funds ownership: 80.53%79.56% (-0.97%)

14% less capital invested

Capital invested by funds: $34.5B → $29.6B (-$4.89B)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
756
Holders Change
+17
Holders Change %
+2.3%
% of All Funds
14.9%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
107
Increased
272
Reduced
250
Closed
78
Calls
$289M
Puts
$157M
Net Calls
+$132M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
401
Evercore Wealth Management
New York
$694K -$102K -458 -12%
CCM
402
Carderock Capital Management
Maryland
$684K -$57.7K -260 -7%
AP
403
Advisor Partners
California
$669K -$93.2K -420 -12%
LW
404
Linscomb Wealth
Texas
$663K
CIC
405
Carnegie Investment Counsel
Ohio
$649K
BCP
406
Blue Chip Partners
Michigan
$648K +$39.9K +180 +6%
LMAM
407
Legg Mason Asset Management
Japan
$636K +$667K +3,006 New
AIS
408
American Investment Services
Massachusetts
$633K
OIA
409
OneDigital Investment Advisors
Kansas
$627K -$2K -9 -0.3%
Janney Montgomery Scott
410
Janney Montgomery Scott
Pennsylvania
$626K -$25.7K -116 -4%
FLI
411
Family Legacy Inc
South Carolina
$626K +$313K +1,412 +93%
CCM
412
Cadence Capital Management
Massachusetts
$620K -$90.8K -409 -12%
O
413
Ossiam
France
$618K +$40.2K +181 +7%
CF
414
Centaurus Financial
California
$607K +$33.7K +152 +6%
SBIA
415
Sheaff Brock Investment Advisors
Indiana
$604K +$122K +550 +24%
ZCA
416
Zeke Capital Advisors
Pennsylvania
$604K +$236K +1,064 +60%
MFG
417
Merit Financial Group
Georgia
$604K +$629K +2,835 New
GTAM
418
Global Trust Asset Management
Florida
$600K
JG
419
Jefferies Group
New York
$598K -$596K -2,687 -49%
SCCM
420
Schafer Cullen Capital Management
New York
$581K
LCP
421
Legacy Capital Partners
Wisconsin
$576K +$86.5K +390 +17%
PP
422
Parplus Partners
New York
$576K +$600K +2,703 New
NIT
423
NumerixS Investment Technologies
British Columbia, Canada
$575K -$488K -2,200 -45%
UR
424
USCA RIA
Texas
$574K
SWM
425
Segment Wealth Management
Texas
$572K +$20K +90 +3%

PSA Hedge Fund Activity: Q4 2019 in Review

756 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2019, worth a combined $29.6B — down 14% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PSA positions and 78 closed out — a net gain of 29 holders — while 272 added to existing stakes and 250 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $247M. The largest seller was T. Rowe Price Associates, cutting an estimated $418M.

  • 756 institutional investors held Public Storage (PSA) as of Q4 2019, up from 739 in Q3 2019.
  • Funds reported $29.6B of Public Storage stock for Q4 2019, down 14% quarter-over-quarter.
  • 107 funds opened new Public Storage positions in Q4 2019 and 78 closed out, a net change of +29 holders.
  • The largest Public Storage buyer in Q4 2019 was Cohen & Steers, an estimated $247M added.
  • The largest Public Storage seller in Q4 2019 was T. Rowe Price Associates, an estimated $418M sold.

Based on aggregated 13F filings for Q4 2019.