We are live on ! Find out more
PSA icon

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
FLI
426
Family Legacy Inc
South Carolina
$554K -$5.79K -30 -1%
IIA
427
ICW Investment Advisors
Arizona
$553K +$19.5K +101 +4%
MC
428
Middleton & Co
Massachusetts
$553K +$556K +2,880 New
FMWA
429
Forvis Mazars Wealth Advisors
Missouri
$543K +$188K +975 +53%
MPPLM
430
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$538K +$21K +109 +2%
UCFA
431
United Capital Financial Advisors
Texas
$535K +$1.74K +9 +0.3%
IMRF
432
Illinois Municipal Retirement Fund
Illinois
$529K +$532K +2,757 New
GCMG
433
Gyroscope Capital Management Group
Florida
$526K +$42.4K +220 +9%
SWM
434
Segment Wealth Management
Texas
$514K -$7.72K -40 -1%
SIC
435
SFE Investment Counsel
California
$512K
UR
436
USCA RIA
Texas
$508K
GTAM
437
Global Trust Asset Management
Florida
$501K -$9.84K -51 -2%
TRCT
438
Tower Research Capital (TRC)
New York
$498K +$461K +2,388 +1,154%
BBVA
439
Banco Bilbao Vizcaya Argentaria
Spain
$494K +$180K +934 +57%
ARMT
440
Amica Retiree Medical Trust
Rhode Island
$490K +$45.7K +237 +10%
Acadian Asset Management
441
Acadian Asset Management
Massachusetts
$488K
FQ
442
First Quadrant
California
$486K +$489K +2,535 New
MAM
443
Mastrapasqua Asset Management
Tennessee
$482K +$61.7K +320 +15%
Walleye Trading
444
Walleye Trading
New York
$481K +$386 +2 +0.1%
JFA
445
Johanson Financial Advisors
California
$477K +$480K +2,487 New
RIM
446
Rampart Investment Management
Connecticut
$473K +$244K +1,264 +105%
MCM
447
MAI Capital Management
Ohio
$469K +$238K +1,231 +102%
II
448
Inspire Investing
Idaho
$463K -$10.4K -54 -2%
SCCM
449
Schafer Cullen Capital Management
New York
$459K
AAM
450
AR Asset Management
California
$458K

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.