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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
SIA
601
Sit Investment Associates
Minnesota
$103K +$111K +520 New
TL
602
TrueWealth LLC
Georgia
$101K
AIS
603
Accurate Investment Solutions
Pennsylvania
$99K
AIC
604
Ameritas Investment Company
Nebraska
$96K +$5.57K +26 +6%
SFSIG
605
San Francisco Sentry Investment Group
California
$94K -$17.6K -82 -15%
MIFH
606
Migdal Insurance & Financial Holdings
Israel
$89K +$95.5K +446 New
AT
607
Arden Trust
Delaware
$89K +$96K +448 New
IA
608
IFP Advisors
Florida
$84K -$11.1K -52 -10%
SCM
609
Silvant Capital Management
Georgia
$82K
NFG
610
Next Financial Group
Texas
$81K -$62.1K -290 -42%
BAM
611
Bellevue Asset Management
Washington
$79K
RWA
612
Ropes Wealth Advisors
Massachusetts
$79K
TFA
613
Toth Financial Advisory
Virginia
$79K
HPC
614
HM Payson & Co
Maine
$71K -$3.43K -16 -4%
HRC
615
Hoertkorn Richard Charles
$71K
MCM
616
Manchester Capital Management
Vermont
$70K
FHA
617
First Horizon Advisors
Tennessee
$69K +$14.1K +66 +23%
HDIM
618
Hanson & Doremus Investment Management
Vermont
$67K
EWM
619
EPG Wealth Management
Georgia
$66K +$71.1K +332 New
DWM
620
Darwin Wealth Management
Florida
$66K +$71.3K +333 New
KTC
621
Kistler-Tiffany Companies
Pennsylvania
$64K
BFC
622
Bedel Financial Consulting
Indiana
$63K +$1.07K +5 +2%
PCIA
623
Prime Capital Investment Advisors
Kansas
$61K +$1.28K +6 +2%
TF
624
TimeScale Financial
Massachusetts
$60K
BBA
625
Braun-Bostich & Associates
Pennsylvania
$57K

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.