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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
WANY
551
Wealthspire Advisors (New York)
New York
$302K +$299K +1,306 New
BHBT
552
Burke & Herbert Bank & Trust
Virginia
$300K
IA
553
IFG Advisory
Georgia
$300K +$1.6K +7 +0.5%
VAG
554
VisionPoint Advisory Group
Texas
$299K -$1.93M -8,410 -87%
RCM
555
RNC Capital Management
California
$298K
SWP
556
Stratos Wealth Partners
Ohio
$298K +$28.9K +126 +11%
FQ
557
First Quadrant
California
$296K
GWM
558
Geneos Wealth Management
Colorado
$296K +$20.2K +88 +8%
TI
559
Tidal Investments
Wisconsin
$295K +$293K +1,276 New
ARMT
560
Amica Retiree Medical Trust
Rhode Island
$288K
WT
561
Whittier Trust
California
$287K +$24.1K +105 +9%
SPC
562
Sigma Planning Corp
Michigan
$286K -$99.3K -433 -26%
IFG
563
Independent Financial Group
California
$286K +$23.4K +102 +9%
BP
564
BBR Partners
New York
$283K +$281K +1,225 New
BAS
565
Brown Advisory Securities
Maryland
$282K
Acadian Asset Management
566
Acadian Asset Management
Massachusetts
$277K -$318K -1,386 -54%
GSBTD
567
Glenview State Bank Trust Department
Illinois
$277K
MC
568
Moors & Cabot
Massachusetts
$274K -$66.2K -289 -20%
3LCM
569
3D/L Capital Management
Connecticut
$274K +$275K +1,201 New
PAA
570
Peregrine Asset Advisers
Oregon
$272K
FCMT
571
Founders Capital Management (Texas)
Texas
$272K +$270K +1,180 New
DA
572
Doliver Advisors
Texas
$266K -$104K -455 -28%
AB
573
Atlas Brown
Kentucky
$266K
RWM
574
Ritholtz Wealth Management
New York
$264K +$17.9K +78 +7%
SAM
575
Sawgrass Asset Management
Florida
$264K +$262K +1,145 New

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.