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Public Storage

719 hedge funds and large institutions have $26.8B invested in Public Storage in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 255 increasing their positions, 258 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 82

0% less funds holding

Funds holding: 722719 (-3)

1% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 258

5% less capital invested

Capital invested by funds: $28.2B → $26.8B (-$1.39B)

1.17% less ownership

Funds ownership: 81.36%80.19% (-1.2%)

32% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $111M

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
719
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
14.74%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
85
Increased
255
Reduced
258
Closed
82
Calls
$75.3M
Puts
$111M
Net Calls
-$35.9M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
401
Diligent Investors
California
$689K
CA
402
Cornerstone Advisory
Maryland
$683K +$687K +3,560 New
OPS
403
Orion Portfolio Solutions
Nebraska
$678K +$95.3K +494 +16%
IRF
404
IBM Retirement Fund
New York
$676K +$6.95K +36 +1%
SBIA
405
Sheaff Brock Investment Advisors
Indiana
$671K +$76.4K +396 +13%
EWM
406
Evercore Wealth Management
New York
$660K +$65.4K +339 +11%
CF
407
Centaurus Financial
California
$656K +$127K +656 +24%
PFC
408
Phocas Financial Corp
California
$645K
AP
409
Advisor Partners
California
$644K +$58.7K +304 +10%
V
410
Veritable
Delaware
$621K -$127K -659 -17%
SBF
411
Sara-Bay Financial
Florida
$617K +$607K +3,148 New
DTL
412
Dynamic Technology Lab
Singapore
$614K +$618K +3,202 New
PRC
413
Pearl River Capital
Michigan
$613K +$616K +3,194 New
MFG
414
Merit Financial Group
Georgia
$607K +$77.4K +401 +15%
CI Investments Inc
415
CI Investments Inc
Ontario, Canada
$598K +$36.3K +188 +6%
LW
416
Linscomb Wealth
Texas
$591K -$3.28K -17 -0.5%
ATPW
417
Ashton Thomas Private Wealth
Arizona
$587K -$76.8K -398 -12%
BUB
418
BBVA USA Bancshares
Texas
$584K +$588K +3,046 New
PAG
419
Private Advisor Group
New Jersey
$582K -$224K -1,161 -28%
DLHL
420
Donald L. Hagan LLC
Florida
$579K -$93.2K -483 -14%
LMAM
421
Legg Mason Asset Management
Japan
$577K
AIS
422
American Investment Services
Massachusetts
$570K
SLF
423
Sun Life Financial
Ontario, Canada
$565K
Janney Montgomery Scott
424
Janney Montgomery Scott
Pennsylvania
$564K +$45K +233 +9%
ECM
425
ExodusPoint Capital Management
New York
$560K +$563K +2,917 New

PSA Hedge Fund Activity: Q2 2020 in Review

719 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2020, worth a combined $26.8B — down 4.9% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PSA positions and 82 closed out — a net gain of 3 holders — while 255 added to existing stakes and 258 trimmed.

The largest buyer was Capital International Investors, adding an estimated $398M. The largest seller was Victory Capital Management, cutting an estimated $237M.

  • 719 institutional investors held Public Storage (PSA) as of Q2 2020, down from 722 in Q1 2020.
  • Funds reported $26.8B of Public Storage stock for Q2 2020, down 4.9% quarter-over-quarter.
  • 85 funds opened new Public Storage positions in Q2 2020 and 82 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2020 was Capital International Investors, an estimated $398M added.
  • The largest Public Storage seller in Q2 2020 was Victory Capital Management, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2020.