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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
LWAC
551
Laurel Wealth Advisors (California)
California
$240K +$241K +1,251 New
AG
552
AlphaSimPlex Group
Massachusetts
$234K +$235K +1,218 New
QT
553
Quantbot Technologies
New York
$234K +$236K +1,221 New
EMG
554
ETF Managers Group
New Jersey
$232K +$234K +1,212 New
GWM
555
Geneos Wealth Management
Colorado
$229K +$28.2K +146 +14%
AIM
556
AIA Investment Management
Singapore
$228K +$14.1K +73 +7%
1WA
557
180 Wealth Advisors
Washington
$228K +$229K +1,187 New
PAA
558
Peregrine Asset Advisers
Oregon
$226K
TNBTD
559
Trustmark National Bank Trust Department
Mississippi
$224K -$20.6K -107 -8%
GC
560
Grimes & Company
Massachusetts
$223K +$224K +1,162 New
TFA
561
Teamwork Financial Advisors
Texas
$222K +$223K +1,155 New
IFG
562
Independent Financial Group
California
$221K +$223K +1,154 New
AB
563
Atlas Brown
Kentucky
$221K +$222K +1,150 New
WT
564
Whittier Trust
California
$218K +$101K +521 +84%
ISWM
565
Independent Solutions Wealth Management
New York
$217K +$218K +1,131 New
RJT
566
Raymond James Trust
Florida
$217K -$185K -959 -46%
BAM
567
Barrett Asset Management
New York
$217K
HAG
568
HighPoint Advisor Group
Illinois
$216K +$209K +1,084 New
TSS
569
Two Sigma Securities
New York
$215K +$217K +1,123 New
CAM
570
Cresset Asset Management
Illinois
$214K -$49.4K -256 -19%
WPP
571
Whalerock Point Partners
Rhode Island
$208K
SWP
572
Stratos Wealth Partners
Ohio
$205K -$52.5K -272 -20%
TCOV
573
Trust Company of Vermont
Vermont
$202K -$7.72K -40 -4%
ATC
574
Argent Trust Co
Tennessee
$202K
PCFFS
575
Pacific Center for Financial Services
California
$202K

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.