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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
LS
501
Livforsakringsbolaget Skandia
Sweden
$322K +$107K +500 +45%
RCA
502
Rowland Carmichael Advisors
Arizona
$317K -$405K -1,890 -54%
S
503
SignatureFD
Georgia
$314K -$78.8K -368 -19%
LAIC
504
Lederer & Associates Investment Counsel
California
$311K -$17.1K -80 -5%
MCP
505
Mirador Capital Partners
California
$310K
HIC
506
Hartline Investment Corp
Illinois
$309K
PGFC
507
Peapack-Gladstone Financial Corp
New Jersey
$304K +$27.8K +130 +9%
JWCA
508
J.W. Coons Advisors
Ohio
$304K +$327K +1,525 New
Marshall Wace
509
Marshall Wace
United Kingdom
$303K +$327K +1,525 New
IAN
510
Integrated Advisors Network
Texas
$301K -$38.6K -180 -11%
MBTD
511
Mechanics Bank - Trust Department
California
$294K
LSA
512
L & S Advisors
California
$292K -$74.3K -347 -19%
CCA
513
Checchi Capital Advisers
California
$291K +$51.4K +240 +20%
MCA
514
Morris Capital Advisors
Pennsylvania
$288K -$2.79K -13 -0.9%
DA
515
Doliver Advisors
Texas
$283K +$52.5K +245 +20%
MAFM
516
Mid Atlantic Financial Management
Pennsylvania
$282K -$46.9K -219 -13%
NAMP
517
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$282K
WAM
518
Wealthspire Advisors (Maryland)
Maryland
$281K +$22.7K +106 +8%
FCMT
519
Founders Capital Management (Texas)
Texas
$278K
BHBT
520
Burke & Herbert Bank & Trust
Virginia
$276K
BOPW
521
Brandywine Oak Private Wealth
Pennsylvania
$275K -$2.14K -10 -0.7%
SWM
522
SeaCrest Wealth Management
New York
$274K +$8.57K +40 +3%
CAM
523
Cresset Asset Management
Illinois
$273K +$294K +1,373 New
MC
524
Moors & Cabot
Massachusetts
$269K -$32.1K -150 -10%
SWP
525
Stratos Wealth Partners
Ohio
$266K +$6.21K +29 +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.