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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
CAC
576
Certified Advisory Corp
Florida
$167K
Rockefeller Capital Management
577
Rockefeller Capital Management
New York
$160K +$24K +112 +16%
TVWM
578
Tower View Wealth Management
Wisconsin
$156K +$6.21K +29 +4%
LC
579
Lindbrook Capital
California
$154K +$7.07K +33 +4%
SIS
580
Sound Income Strategies
Florida
$148K +$19.9K +93 +14%
CFFP
581
Center for Financial Planning
Michigan
$147K +$45.2K +211 +40%
DZ Bank
582
DZ Bank
Germany
$147K +$13.1K +61 +9%
CIA
583
CSat Investment Advisory
Michigan
$145K +$51K +238 +48%
ARMC
584
American Research & Management Company
Massachusetts
$142K -$21.4K -100 -12%
PR
585
Payden & Rygel
California
$139K
PCG
586
Private Capital Group
Connecticut
$137K +$72K +336 +94%
CFA
587
Carroll Financial Associates
North Carolina
$134K -$10.3K -48 -7%
CT
588
Clearstead Trust
Maine
$129K
VNA
589
Valley National Advisers
Pennsylvania
$128K +$18.9K +88 +16%
CTC
590
Central Trust Company
Missouri
$128K +$21.4K +100 +18%
TPCW
591
TD Private Client Wealth
New York
$125K -$4.93K -23 -4%
WCG
592
Weaver Consulting Group
California
$124K
WT
593
Whittier Trust
California
$123K -$218K -1,016 -62%
HFM
594
Harvest Fund Management
China
$122K +$9.64K +45 +8%
WT
595
Washington Trust
Rhode Island
$122K +$132K +615 New
SBL
596
Sargent Bickham Lagudis
Colorado
$119K -$9.85K -46 -7%
IUHSA
597
Itau Unibanco Holding S.A.
Brazil
$116K -$239K -1,118 -66%
SFS
598
Sowell Financial Services
Arkansas
$106K -$161K -752 -58%
PVH
599
Psagot Value Holdings
Israel
$106K +$37.7K +176 +49%
NICM
600
Neo Ivy Capital Management
New York
$105K +$114K +531 New

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.