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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
NFAM
426
North Fourth Asset Management
New Jersey
$693K +$688K +3,000 New
FMWA
427
Forvis Mazars Wealth Advisors
Missouri
$687K +$14.7K +64 +2%
AIS
428
American Investment Services
Massachusetts
$686K
MAM
429
Mastrapasqua Asset Management
Tennessee
$685K -$112K -490 -14%
V
430
Veritable
Delaware
$685K -$67.4K -294 -9%
FLI
431
Family Legacy Inc
South Carolina
$664K -$1.15K -5 -0.2%
LW
432
Linscomb Wealth
Texas
$662K -$11K -48 -2%
SWM
433
Segment Wealth Management
Texas
$658K +$39K +170 +6%
IIA
434
ICW Investment Advisors
Arizona
$651K -$28.9K -126 -4%
CIA
435
Capital Investment Advisors
Georgia
$647K -$35.5K -155 -5%
SDIC
436
South Dakota Investment Council
South Dakota
$647K
GA
437
GoalVest Advisory
New York
$642K +$637K +2,779 New
MFG
438
Merit Financial Group
Georgia
$637K -$91.7K -400 -13%
GCMG
439
Gyroscope Capital Management Group
Florida
$635K -$54.8K -239 -8%
LHC
440
Little House Capital
Massachusetts
$635K +$201K +879 +47%
SIC
441
SFE Investment Counsel
California
$629K +$5.73K +25 +0.9%
MA
442
MUFG Americas
New York
$628K +$32.1K +140 +5%
JFA
443
Johanson Financial Advisors
California
$625K +$18.6K +81 +3%
JFGIW
444
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$613K +$9.4K +41 +2%
LNWWM
445
Laird Norton Wetherby Wealth Management
California
$610K +$153K +666 +34%
MML Investors Services
446
MML Investors Services
Massachusetts
$605K -$23.4K -102 -4%
CAGAS
447
Capital Advisory Group Advisory Services
Minnesota
$604K +$229K +999 +62%
MWM
448
Merriman Wealth Management
Washington
$592K +$299K +1,306 +104%
BMSSC
449
B. Metzler seel. Sohn & Co
Germany
$583K +$578K +2,523 New
Jacobs Levy Equity Management
450
Jacobs Levy Equity Management
New Jersey
$579K -$863K -3,763 -60%

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.