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Public Storage

756 hedge funds and large institutions have $29.6B invested in Public Storage in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 272 increasing their positions, 250 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $289M | Put options by funds: $157M

37% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 78

2% more funds holding

Funds holding: 739756 (+17)

9% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 250

0.97% less ownership

Funds ownership: 80.53%79.56% (-0.97%)

14% less capital invested

Capital invested by funds: $34.5B → $29.6B (-$4.89B)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
756
Holders Change
+17
Holders Change %
+2.3%
% of All Funds
14.9%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
107
Increased
272
Reduced
250
Closed
78
Calls
$289M
Puts
$157M
Net Calls
+$132M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
601
Quadrant Capital Group
Ohio
$170K -$55.3K -249 -23%
TVWM
602
Tower View Wealth Management
Wisconsin
$161K +$13.1K +59 +8%
LC
603
Lindbrook Capital
California
$158K +$1.77K +8 +1%
CFA
604
Carroll Financial Associates
North Carolina
$154K +$1.77K +8 +1%
WCG
605
Weaver Consulting Group
California
$153K
NIM
606
NuWave Investment Management
New Jersey
$150K -$1.05M -4,753 -87%
RA
607
Rational Advisors
New York
$150K -$26.4K -119 -14%
PR
608
Payden & Rygel
California
$149K
NFG
609
Next Financial Group
Texas
$148K -$131K -591 -46%
Rockefeller Capital Management
610
Rockefeller Capital Management
New York
$148K +$149K +671 +2,684%
Acadian Asset Management
611
Acadian Asset Management
Massachusetts
$147K -$602K -2,714 -80%
BAMG
612
Brand Asset Management Group
Missouri
$147K -$8.43K -38 -5%
DZ Bank
613
DZ Bank
Germany
$145K +$151K +679 New
RP
614
Rowlandmiller & Partners
Georgia
$143K
TPCW
615
TD Private Client Wealth
New York
$139K +$145K +654 New
SIS
616
Sound Income Strategies
Florida
$139K +$444 +2 +0.3%
CT
617
Clearstead Trust
Maine
$138K
SBL
618
Sargent Bickham Lagudis
Colorado
$137K +$15.8K +71 +12%
HFM
619
Harvest Fund Management
China
$135K -$95.6K -431 -43%
SFSIG
620
San Francisco Sentry Investment Group
California
$119K +$10.7K +48 +9%
VNA
621
Valley National Advisers
Pennsylvania
$118K +$7.32K +33 +6%
CTC
622
Central Trust Company
Missouri
$116K
CFFP
623
Center for Financial Planning
Michigan
$113K +$118K +530 New
GDP
624
Great Diamond Partners
Maine
$111K +$116K +523 New
TL
625
TrueWealth LLC
Georgia
$108K -$5.33K -24 -5%

PSA Hedge Fund Activity: Q4 2019 in Review

756 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2019, worth a combined $29.6B — down 14% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PSA positions and 78 closed out — a net gain of 29 holders — while 272 added to existing stakes and 250 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $247M. The largest seller was T. Rowe Price Associates, cutting an estimated $418M.

  • 756 institutional investors held Public Storage (PSA) as of Q4 2019, up from 739 in Q3 2019.
  • Funds reported $29.6B of Public Storage stock for Q4 2019, down 14% quarter-over-quarter.
  • 107 funds opened new Public Storage positions in Q4 2019 and 78 closed out, a net change of +29 holders.
  • The largest Public Storage buyer in Q4 2019 was Cohen & Steers, an estimated $247M added.
  • The largest Public Storage seller in Q4 2019 was T. Rowe Price Associates, an estimated $418M sold.

Based on aggregated 13F filings for Q4 2019.