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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
IA
626
IFP Advisors
Florida
$106K -$127K -572 -53%
AIS
627
Accurate Investment Solutions
Pennsylvania
$106K
CIA
628
CSat Investment Advisory
Michigan
$104K +$30.6K +138 +39%
AA
629
Argent Advisors
Louisiana
$100K +$102K +461 New
AIC
630
Ameritas Investment Company
Nebraska
$97K -$666 -3 -0.7%
GLI
631
Guardian Life Insurance
New York
$93K
SCM
632
Silvant Capital Management
Georgia
$88K
BAM
633
Bellevue Asset Management
Washington
$87K +$91K +410 New
RWA
634
Ropes Wealth Advisors
Massachusetts
$85K -$5.55K -25 -6%
TFA
635
Toth Financial Advisory
Virginia
$85K
HPC
636
HM Payson & Co
Maine
$80K
HRC
637
Hoertkorn Richard Charles
$76K
PVH
638
Psagot Value Holdings
Israel
$76K
PCG
639
Private Capital Group
Connecticut
$75K -$63.2K -285 -44%
MCM
640
Manchester Capital Management
Vermont
$75K
HDIM
641
Hanson & Doremus Investment Management
Vermont
$72K
SSWG
642
Seven Springs Wealth Group
Tennessee
$72K +$75K +338 New
BFC
643
Bedel Financial Consulting
Indiana
$66K
APA
644
American Portfolios Advisors
New York
$65.4K
TF
645
TimeScale Financial
Massachusetts
$65K
ACM
646
Anfield Capital Management
California
$65K +$64.6K +291 New
PCIA
647
Prime Capital Investment Advisors
Kansas
$64K -$2.31M -10,400 -97%
KTC
648
Kistler-Tiffany Companies
Pennsylvania
$64K
NSB
649
Norway Savings Bank
Maine
$64K
TI
650
tru Independence
Oregon
$64K +$71.9K +324 New

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.