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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
CIC
526
Carnegie Investment Counsel
Ohio
$358K -$97.4K -425 -22%
PCM
527
Prelude Capital Management
New York
$358K +$355K +1,550 New
PGFC
528
Peapack-Gladstone Financial Corp
New Jersey
$357K -$14.2K -62 -4%
RJT
529
Raymond James Trust
Florida
$353K +$85.3K +372 +32%
AG
530
AlphaSimPlex Group
Massachusetts
$350K -$47.9K -209 -12%
VWA
531
V Wealth Advisors
Kansas
$350K +$93.5K +408 +37%
ASN
532
Advisory Services Network
Georgia
$345K -$49.1K -214 -13%
FMC
533
First Merchants Corp
Indiana
$342K +$110K +479 +48%
HIC
534
Hartline Investment Corp
Illinois
$341K
MBTD
535
Mechanics Bank - Trust Department
California
$341K
SI
536
Stephens Inc
Arkansas
$335K +$17K +74 +5%
AHC
537
Adell Harriman & Carpenter
Texas
$335K -$3.44K -15 -1%
ISWM
538
Independent Solutions Wealth Management
New York
$333K +$42.4K +185 +15%
AAS
539
Avantax Advisory Services
Texas
$325K -$315K -1,373 -49%
M
540
MOTCO
Texas
$323K +$1.15K +5 +0.4%
EMG
541
ETF Managers Group
New Jersey
$323K +$28.4K +124 +10%
Northwestern Mutual Wealth Management
542
Northwestern Mutual Wealth Management
Wisconsin
$315K -$1.78M -7,778 -85%
JCM
543
Jacobi Capital Management
Pennsylvania
$315K -$3.21K -14 -1%
KIA
544
KCM Investment Advisors
California
$312K
MMG
545
Monetary Management Group
Missouri
$312K
PFA
546
Peak Financial Advisors
Colorado
$311K +$309K +1,348 New
BJL
547
Brighton Jones LLC
Washington
$310K +$18.3K +80 +6%
BO
548
Bank OZK
Arkansas
$308K
MAFM
549
Mid Atlantic Financial Management
Pennsylvania
$308K +$2.98K +13 +1%
BIM
550
Bridgecreek Investment Management
Oklahoma
$306K

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.