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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
EWM
526
Empirical Wealth Management
Washington
$285K -$41.9K -217 -13%
MBTD
527
Mechanics Bank - Trust Department
California
$284K
JCM
528
Jacobi Capital Management
Pennsylvania
$275K +$57.1K +296 +26%
CCA
529
Checchi Capital Advisers
California
$271K -$10.8K -56 -4%
NAMP
530
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$267K -$4.82K -25 -2%
Lido Advisors
531
Lido Advisors
California
$264K +$265K +1,374 New
MMG
532
Monetary Management Group
Missouri
$261K -$579K -3,000 -69%
NICM
533
Neo Ivy Capital Management
New York
$261K +$160K +830 +156%
BO
534
Bank OZK
Arkansas
$257K
BIM
535
Bridgecreek Investment Management
Oklahoma
$254K
MAFM
536
Mid Atlantic Financial Management
Pennsylvania
$253K -$19.3K -100 -7%
ASN
537
Advisory Services Network
Georgia
$253K +$6.37K +33 +3%
WCG
538
Weaver Consulting Group
California
$251K +$132K +686 +110%
BHBT
539
Burke & Herbert Bank & Trust
Virginia
$249K -$17.4K -90 -6%
RCM
540
RNC Capital Management
California
$248K
IA
541
IFG Advisory
Georgia
$248K +$193 +1 +0.1%
VWA
542
V Wealth Advisors
Kansas
$246K +$248K +1,285 New
IG
543
ING Group
Netherlands
$244K -$286K -1,481 -54%
Bank Julius Baer & Co
544
Bank Julius Baer & Co
Switzerland
$244K +$17.9K +93 +8%
AAS
545
Avantax Advisory Services
Texas
$242K -$7.72K -40 -3%
WAM
546
Wealthspire Advisors (Maryland)
Maryland
$241K -$30.7K -159 -11%
BJL
547
Brighton Jones LLC
Washington
$241K -$3.09K -16 -1%
MWM
548
Merriman Wealth Management
Washington
$240K -$322K -1,670 -57%
KIA
549
KCM Investment Advisors
California
$240K -$1.93K -10 -0.8%
WOC
550
West Oak Capital
California
$240K +$28.9K +150 +14%

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.