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Public Storage

723 hedge funds and large institutions have $28.2B invested in Public Storage in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 240 increasing their positions, 293 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more funds holding in top 10

Funds holding in top 10: 716 (+9)

1.79% more ownership

Funds ownership: 79.56%81.36% (+1.8%)

5% less capital invested

Capital invested by funds: $29.6B → $28.2B (-$1.36B)

4% less funds holding

Funds holding: 756723 (-33)

18% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 293

25% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 95

58% less call options, than puts

Call options by funds: $75.5M | Put options by funds: $179M

Holders
723
Holders Change
-33
Holders Change %
-4.37%
% of All Funds
15.93%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.35%
New
71
Increased
240
Reduced
293
Closed
95
Calls
$75.5M
Puts
$179M
Net Calls
-$103M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
401
Advisors Preferred
Maryland
$673K +$726K +3,389 New
PFC
402
Phocas Financial Corp
California
$668K
BOH
403
Bank of Hawaii
Hawaii
$662K +$161K +750 +29%
SF
404
Synovus Financial
Georgia
$662K +$311K +1,451 +78%
AII
405
AGF Investments Inc
Ontario, Canada
$648K +$699K +3,265 New
CCM
406
Cadence Capital Management
Massachusetts
$647K +$73.7K +344 +12%
CCM
407
Carderock Capital Management
Maryland
$623K -$16.1K -75 -2%
EWM
408
Evercore Wealth Management
New York
$616K -$34.5K -161 -5%
SBIA
409
Sheaff Brock Investment Advisors
Indiana
$616K +$57.2K +267 +9%
LW
410
Linscomb Wealth
Texas
$615K -$4.07K -19 -0.6%
BCP
411
Blue Chip Partners
Michigan
$613K +$10.1K +47 +2%
BO
412
BRR OpCo
Ohio
$613K +$136K +634 +26%
AP
413
Advisor Partners
California
$606K -$2.57K -12 -0.4%
OPS
414
Orion Portfolio Solutions
Nebraska
$603K -$501K -2,340 -44%
LMAM
415
Legg Mason Asset Management
Japan
$598K
AIS
416
American Investment Services
Massachusetts
$590K
SLF
417
Sun Life Financial
Ontario, Canada
$585K +$612K +2,856 +3,245%
CI Investments Inc
418
CI Investments Inc
Ontario, Canada
$582K -$77.1K -360 -11%
FLI
419
Family Legacy Inc
South Carolina
$580K -$1.71K -8 -0.3%
MWM
420
Merriman Wealth Management
Washington
$580K +$65.8K +307 +12%
LCP
421
Legacy Capital Partners
Wisconsin
$578K +$43.9K +205 +8%
CIC
422
Carnegie Investment Counsel
Ohio
$573K -$34.1K -159 -5%
6M
423
6 Meridian
Kansas
$554K +$108K +504 +22%
UCFA
424
United Capital Financial Advisors
Texas
$552K -$265K -1,237 -31%
IIA
425
ICW Investment Advisors
Arizona
$552K +$109K +509 +22%

PSA Hedge Fund Activity: Q1 2020 in Review

723 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2020, worth a combined $28.2B — down 4.6% from $29.6B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PSA and 71 opened new positions — a net loss of 24 holders — while 293 trimmed existing stakes and 240 added.

The largest buyer was Cohen & Steers, adding an estimated $632M. The largest seller was Parnassus Investments, cutting an estimated $253M.

  • 723 institutional investors held Public Storage (PSA) as of Q1 2020, down from 756 in Q4 2019.
  • Funds reported $28.2B of Public Storage stock for Q1 2020, down 4.6% quarter-over-quarter.
  • 71 funds opened new Public Storage positions in Q1 2020 and 95 closed out, a net change of -24 holders.
  • The largest Public Storage buyer in Q1 2020 was Cohen & Steers, an estimated $632M added.
  • The largest Public Storage seller in Q1 2020 was Parnassus Investments, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2020.