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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
AAM
601
Azzad Asset Management
Virginia
$231K +$3.9K +17 +2%
Bank Julius Baer & Co
602
Bank Julius Baer & Co
Switzerland
$229K -$11K -48 -5%
GT
603
Greenleaf Trust
Michigan
$228K +$227K +989 New
CT
604
Columbia Trust
Oregon
$226K +$226K +985 New
HAG
605
HighPoint Advisor Group
Illinois
$225K -$31.4K -137 -13%
S
606
SimplyRich
California
$224K
SCM
607
Stevens Capital Management
Pennsylvania
$224K +$222K +969 New
DIM
608
Delta Investment Management
California
$223K +$222K +968 New
GC
609
Grimes & Company
Massachusetts
$222K
SBL
610
Sargent Bickham Lagudis
Colorado
$221K +$58.7K +256 +37%
AFG
611
Arkansas Financial Group
Arkansas
$219K
CW
612
CreativeOne Wealth
Kansas
$218K +$216K +942 New
CCIA
613
Campbell & Co Investment Adviser
Maryland
$216K -$68.8K -300 -24%
PA
614
PFG Advisors
Arizona
$216K -$1.15K -5 -0.5%
NGA
615
Naples Global Advisors
Florida
$216K
BAAM
616
Baker Avenue Asset Management
California
$215K +$3.9K +17 +2%
HL
617
HeadInvest LLC
Maine
$213K +$211K +921 New
HIMC
618
Heritage Investors Management Corp
Maryland
$208K
SWA
619
Stratos Wealth Advisors
Ohio
$207K
S
620
SignatureFD
Georgia
$205K +$24.5K +107 +14%
CAG
621
Curtis Advisory Group
California
$203K +$202K +880 New
BG
622
Berry Group
Massachusetts
$200K +$199K +866 New
AIC
623
Archer Investment Corporation
Indiana
$184K +$182K +795 New
SBSB
624
Sullivan, Bruyette, Speros & Blaney
Virginia
$181K -$33K -144 -16%
LIM
625
Longfellow Investment Management
Massachusetts
$180K +$178K +777 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.