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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
IC
476
Intersect Capital
California
$389K +$6.43K +30 +2%
TA
477
TFG Advisers
Michigan
$383K +$13.3K +62 +3%
ECM
478
Everence Capital Management
Indiana
$381K
HI
479
Horizon Investments
North Carolina
$379K +$11.6K +54 +3%
S
480
Seeyond
France
$375K +$179K +836 +3%
CS
481
Comerica Securities
Michigan
$374K +$403K +1,881 New
TWI
482
Thomas White International
Illinois
$373K +$403K +1,880 New
GH
483
GAM Holding
Switzerland
$370K +$399K +1,865 New
FMWA
484
Forvis Mazars Wealth Advisors
Missouri
$369K +$398K +1,856 New
SFS
485
Strategic Financial Services
New York
$366K
William Blair & Company
486
William Blair & Company
Illinois
$358K -$9.85K -46 -2%
MA
487
Mutual Advisors
Nebraska
$347K -$11.8K -55 -3%
AssetMark Inc
488
AssetMark Inc
California
$345K +$157K +732 +73%
AF
489
Advisornet Financial
Minnesota
$344K -$4.93K -23 -1%
SAM
490
Summit Asset Management
Tennessee
$342K
WC
491
Winmill & Co
New York
$338K
EWM
492
Empirical Wealth Management
Washington
$338K +$70.9K +331 +24%
SPC
493
Sigma Planning Corp
Michigan
$337K -$129K -603 -26%
LOAME
494
Lombard Odier Asset Management (Europe)
United Kingdom
$336K
KA
495
Kintegral Advisory
New York
$336K +$40.1K +187 +12%
M
496
MOTCO
Texas
$335K +$1.71K +8 +0.5%
MML Investors Services
497
MML Investors Services
Massachusetts
$329K +$46.1K +215 +15%
ST
498
Spinnaker Trust
Maine
$328K
BBVA
499
Banco Bilbao Vizcaya Argentaria
Spain
$326K +$11.6K +54 +3%
AHC
500
Adell Harriman & Carpenter
Texas
$326K -$5.36K -25 -2%

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.