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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
JCM
551
Jacobi Capital Management
Pennsylvania
$226K +$24.6K +115 +11%
BAM
552
Barrett Asset Management
New York
$225K -$643 -3 -0.3%
MIA
553
MainStreet Investment Advisors
Illinois
$224K +$241K +1,127 New
DADC
554
D.A. Davidson & Co
Montana
$223K -$44.3K -207 -16%
AIM
555
AIA Investment Management
Singapore
$222K
BCM
556
Bridgeway Capital Management
Texas
$218K -$85.7K -400 -27%
WOC
557
West Oak Capital
California
$218K -$19.3K -90 -8%
TCOV
558
Trust Company of Vermont
Vermont
$216K
WPP
559
Whalerock Point Partners
Rhode Island
$215K
LFG
560
LifePlan Financial Group
Ohio
$214K
IC
561
IEQ Capital
California
$213K +$229K +1,069 New
ATC
562
Argent Trust Co
Tennessee
$210K +$226K +1,056 New
PCFFS
563
Pacific Center for Financial Services
California
$209K
BG
564
Berry Group
Massachusetts
$208K
BC
565
Brinker Capital
Pennsylvania
$206K -$39.2K -183 -15%
PAM
566
Private Asset Management
California
$206K -$16.1K -75 -7%
SCM
567
Shelton Capital Management
Colorado
$206K
GWM
568
Geneos Wealth Management
Colorado
$204K +$214 +1 +0.1%
NA
569
NewEdge Advisors
Louisiana
$202K +$5.78K +27 +3%
EGM
570
Engineers Gate Manager
New York
$201K -$153K -714 -41%
SAM
571
Secure Asset Management
Michigan
$201K +$2.36K +11 +1%
AIM
572
Anchor Investment Management
South Carolina
$199K
CFGS
573
Concourse Financial Group Securities
Alabama
$195K -$22.3K -104 -10%
AW
574
Alpha Windward
Massachusetts
$190K +$2.57K +12 +1%
SBSB
575
Sullivan, Bruyette, Speros & Blaney
Virginia
$184K

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.