We are live on ! Find out more
PSA icon

Public Storage

792 hedge funds and large institutions have $31.9B invested in Public Storage in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 256 increasing their positions, 259 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 49

9% more funds holding

Funds holding: 727792 (+65)

2% more capital invested

Capital invested by funds: $31.4B → $31.9B (+$530M)

1% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 259

3% less call options, than puts

Call options by funds: $94.9M | Put options by funds: $97.6M

1.71% less ownership

Funds ownership: 80.71%79.01% (-1.7%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
792
Holders Change
+65
Holders Change %
+8.94%
% of All Funds
14.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
125
Increased
256
Reduced
259
Closed
49
Calls
$94.9M
Puts
$97.6M
Net Calls
-$2.77M
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
401
Dakota Wealth Management
Florida
$859K +$165K +718 +24%
AF
402
Arrow Financial
New York
$854K
HTC
403
Haverford Trust Company
Pennsylvania
$854K
WA
404
WBH Advisory
Maryland
$854K
Janney Montgomery Scott
405
Janney Montgomery Scott
Pennsylvania
$843K -$5.5K -24 -0.7%
HF
406
HRT Financial
New York
$841K +$836K +3,646 New
DI
407
Diligent Investors
California
$830K
AIL
408
AGF Investments LLC
Ontario, Canada
$827K -$673K -2,936 -45%
RP
409
Rowlandmiller & Partners
Georgia
$818K +$811K +3,540 New
SC
410
Saturna Capital
Washington
$814K +$338K +1,475 +72%
SBIA
411
Sheaff Brock Investment Advisors
Indiana
$810K -$5.04K -22 -0.6%
EWM
412
Evercore Wealth Management
New York
$790K -$3.67K -16 -0.5%
SC
413
SRB Corp
Massachusetts
$771K +$766K +3,340 New
BBVA
414
Banco Bilbao Vizcaya Argentaria
Spain
$767K +$97.9K +427 +15%
LWAC
415
Laurel Wealth Advisors (California)
California
$761K -$37.8K -165 -5%
PFC
416
Phocas Financial Corp
California
$751K -$25.2K -110 -3%
MPPLM
417
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$739K -$634K -2,765 -46%
ECM
418
Everence Capital Management
Indiana
$732K +$287K +1,250 +65%
GT
419
Glenmede Trust
Pennsylvania
$730K -$169K -737 -19%
PAG
420
Private Advisor Group
New Jersey
$709K +$110K +479 +18%
OPS
421
Orion Portfolio Solutions
Nebraska
$706K -$138K -603 -16%
BC
422
Bridgefront Capital
Texas
$703K +$698K +3,046 New
PCM
423
Penserra Capital Management
California
$696K +$152K +663 +28%
CI Investments Inc
424
CI Investments Inc
Ontario, Canada
$694K -$8.94K -39 -1%
UCFA
425
United Capital Financial Advisors
Texas
$693K +$3.67K +16 +0.5%

PSA Hedge Fund Activity: Q4 2020 in Review

792 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2020, worth a combined $31.9B — up 1.7% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new PSA positions and 49 closed out — a net gain of 76 holders — while 256 added to existing stakes and 259 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $158M. The largest seller was Capital International Investors, cutting an estimated $344M.

  • 792 institutional investors held Public Storage (PSA) as of Q4 2020, up from 727 in Q3 2020.
  • Funds reported $31.9B of Public Storage stock for Q4 2020, up 1.7% quarter-over-quarter.
  • 125 funds opened new Public Storage positions in Q4 2020 and 49 closed out, a net change of +76 holders.
  • The largest Public Storage buyer in Q4 2020 was Canada Pension Plan Investment Board, an estimated $158M added.
  • The largest Public Storage seller in Q4 2020 was Capital International Investors, an estimated $344M sold.

Based on aggregated 13F filings for Q4 2020.