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Public Storage

756 hedge funds and large institutions have $29.6B invested in Public Storage in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 272 increasing their positions, 250 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $289M | Put options by funds: $157M

37% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 78

2% more funds holding

Funds holding: 739756 (+17)

9% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 250

0.97% less ownership

Funds ownership: 80.53%79.56% (-0.97%)

14% less capital invested

Capital invested by funds: $34.5B → $29.6B (-$4.89B)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
756
Holders Change
+17
Holders Change %
+2.3%
% of All Funds
14.9%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
107
Increased
272
Reduced
250
Closed
78
Calls
$289M
Puts
$157M
Net Calls
+$132M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Empirical Wealth Management
Washington
$292K +$116K +523 +62%
HWM
527
Hohimer Wealth Management
Washington
$288K +$300K +1,351 New
SWM
528
SeaCrest Wealth Management
New York
$285K -$136K -612 -31%
IA
529
IFG Advisory
Georgia
$285K +$222 +1 +0.1%
BO
530
Bank OZK
Arkansas
$285K +$51K +230 +21%
DADC
531
D.A. Davidson & Co
Montana
$283K +$89.9K +405 +44%
BIM
532
Bridgecreek Investment Management
Oklahoma
$282K
SWP
533
Stratos Wealth Partners
Ohio
$279K -$1.55K -7 -0.5%
SLG
534
Stanley-Laman Group
Pennsylvania
$279K +$291K +1,310 New
WAM
535
Wealthspire Advisors (Maryland)
Maryland
$278K -$1.77K -8 -0.6%
SPIA
536
Steward Partners Investment Advisory
New York
$277K -$20.2K -91 -7%
KIA
537
KCM Investment Advisors
California
$277K -$14.2K -64 -5%
RCM
538
RNC Capital Management
California
$275K
SFS
539
Sowell Financial Services
Arkansas
$274K +$118K +534 +71%
MAM
540
Meeder Asset Management
Ohio
$271K -$707K -3,186 -71%
QT
541
Quantamental Technologies
New York
$270K -$896K -4,036 -76%
BJL
542
Brighton Jones LLC
Washington
$270K +$11.1K +50 +4%
PRC
543
Pearl River Capital
Michigan
$270K +$55.3K +249 +24%
SIP
544
Stoneridge Investment Partners
Pennsylvania
$264K +$275K +1,240 New
CCA
545
Checchi Capital Advisers
California
$261K -$13.5K -61 -5%
BC
546
Brinker Capital
Pennsylvania
$260K -$7.1K -32 -3%
DA
547
Doliver Advisors
Texas
$260K +$271K +1,220 New
ACM
548
Advisors Capital Management
New Jersey
$258K +$2.66K +12 +1%
P
549
Pitcairn
Pennsylvania
$258K +$64.6K +291 +32%
ARTA
550
A.R.T. Advisors
New York
$256K +$266K +1,200 New

PSA Hedge Fund Activity: Q4 2019 in Review

756 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2019, worth a combined $29.6B — down 14% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PSA positions and 78 closed out — a net gain of 29 holders — while 272 added to existing stakes and 250 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $247M. The largest seller was T. Rowe Price Associates, cutting an estimated $418M.

  • 756 institutional investors held Public Storage (PSA) as of Q4 2019, up from 739 in Q3 2019.
  • Funds reported $29.6B of Public Storage stock for Q4 2019, down 14% quarter-over-quarter.
  • 107 funds opened new Public Storage positions in Q4 2019 and 78 closed out, a net change of +29 holders.
  • The largest Public Storage buyer in Q4 2019 was Cohen & Steers, an estimated $247M added.
  • The largest Public Storage seller in Q4 2019 was T. Rowe Price Associates, an estimated $418M sold.

Based on aggregated 13F filings for Q4 2019.