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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
CT
601
Clearstead Trust
Maine
$125K
VNA
602
Valley National Advisers
Pennsylvania
$124K
AS
603
Altshuler Shaham
Israel
$123K +$123K +636 New
PCG
604
Private Capital Group
Connecticut
$118K -$15K -78 -11%
WT
605
Washington Trust
Rhode Island
$118K
SBL
606
Sargent Bickham Lagudis
Colorado
$111K -$3.47K -18 -3%
PWP
607
Principle Wealth Partners
Connecticut
$108K +$109K +564 New
PVH
608
Psagot Value Holdings
Israel
$102K
IA
609
IFP Advisors
Florida
$102K +$16K +83 +19%
TL
610
TrueWealth LLC
Georgia
$98K
QCG
611
Quadrant Capital Group
Ohio
$88K -$307K -1,589 -78%
TPCW
612
TD Private Client Wealth
New York
$86K -$35.3K -183 -29%
MIFH
613
Migdal Insurance & Financial Holdings
Israel
$85K -$579 -3 -0.7%
ACA
614
Atlas Capital Advisors
Wyoming
$83.9K +$84.3K +437 New
BAM
615
Bellevue Asset Management
Washington
$79K
SCM
616
Silvant Capital Management
Georgia
$79K
RWA
617
Ropes Wealth Advisors
Massachusetts
$78K +$1.35K +7 +2%
TFA
618
Toth Financial Advisory
Virginia
$77K
APA
619
American Portfolios Advisors
New York
$76.9K +$23K +119 +42%
HFA
620
Hoover Financial Advisors
Pennsylvania
$76K +$76K +394 New
MHR
621
Matthew Hamilton Rosenberg
$70K +$16.4K +85 +30%
HPC
622
HM Payson & Co
Maine
$69K
HRC
623
Hoertkorn Richard Charles
$68K
MCM
624
Manchester Capital Management
Vermont
$67K
SFSIG
625
San Francisco Sentry Investment Group
California
$66K -$24.9K -129 -27%

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.