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Public Storage

722 hedge funds and large institutions have $28.2B invested in Public Storage in 2020 Q1 according to their latest regulatory filings, with 70 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: 756722 (-34)

18% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 293

26% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 95

58% less call options, than puts

Call options by funds: $75.5M | Put options by funds: $179M

Holders
722
Holders Change
-34
Holders Change %
-4.5%
% of All Funds
15.91%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.35%
New
70
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
MHR
626
Matthew Hamilton Rosenberg
$57K +$60.4K +282 New
APA
627
American Portfolios Advisors
New York
$56K -$5.36K -25 -8%
GAM
628
Gemmer Asset Management
California
$55K +$3K +14 +5%
NSIM
629
North Star Investment Management
Illinois
$54K
PWMG
630
Prestige Wealth Management Group
New Jersey
$53K +$51K +238 +768%
NG
631
NWK Group
California
$52K
WEC
632
Winslow Evans & Crocker
Massachusetts
$48K
RFA
633
Reilly Financial Advisors
California
$46K
TFS
634
TrustCore Financial Services
Tennessee
$46K
LWM
635
Liberty Wealth Management
California
$46K +$49.3K +230 New
DAM
636
Delta Asset Management
Tennessee
$43K
FWM
637
Filbrandt Wealth Management
Wisconsin
$43K
TRCT
638
Tower Research Capital (TRC)
New York
$41K +$16.3K +76 +58%
EFSCE
639
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$27.6K +129 +163%
WAP
640
Wealthcare Advisory Partners
Pennsylvania
$39K +$1.07K +5 +3%
NIM
641
NuWave Investment Management
New Jersey
$37K -$112K -521 -74%
ZB
642
Zions Bancorporation
Utah
$37K -$857 -4 -2%
CFG
643
Citizens Financial Group
Rhode Island
$34K
GCM
644
Gables Capital Management
Florida
$34K
PFBT
645
Parkside Financial Bank & Trust
Missouri
$33K -$10.1K -47 -22%
RFM
646
Royal Fund Management
Florida
$32K -$7.5K -35 -18%
BCA
647
Berman Capital Advisors
Georgia
$31K -$22.3K -104 -39%
SIC
648
Salem Investment Counselors
North Carolina
$31K
SIM
649
Sonora Investment Management
Arizona
$31K
MF
650
Manchester Financial
California
$28K

PSA Hedge Fund Activity: Q1 2020 in Review

722 of the 4,538 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 70 opened new positions — a net loss of 25 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.

  • 722 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.
  • 70 funds opened new Public Storage positions in Q1 2020 and 95 closed out, a net change of -25 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.