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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
WTC
626
WhitTier Trust Company
Nevada
$66K +$66.8K +346 New
HDIM
627
Hanson & Doremus Investment Management
Vermont
$65K
TF
628
TimeScale Financial
Massachusetts
$62K +$579 +3 +1%
BFC
629
Bedel Financial Consulting
Indiana
$59K -$965 -5 -2%
PCIA
630
Prime Capital Investment Advisors
Kansas
$58K -$579 -3 -1%
KTC
631
Kistler-Tiffany Companies
Pennsylvania
$58K
OSAM
632
O'Shaughnessy Asset Management
Connecticut
$55K +$40.3K +209 +271%
GAM
633
Gemmer Asset Management
California
$54K +$386 +2 +0.7%
AWA
634
Arkadios Wealth Advisors
Georgia
$51.6K +$51.3K +266 New
NG
635
NWK Group
California
$51K
WR
636
Watson Rebecca
$49K +$49.4K +256 New
BBA
637
Braun-Bostich & Associates
Pennsylvania
$46K -$9.84K -51 -18%
RFA
638
Reilly Financial Advisors
California
$45K
TFS
639
TrustCore Financial Services
Tennessee
$45K
LWM
640
Liberty Wealth Management
California
$45K +$386 +2 +0.9%
FHA
641
First Horizon Advisors
Tennessee
$44K -$23K -119 -34%
FWM
642
Filbrandt Wealth Management
Wisconsin
$42K
DAM
643
Delta Asset Management
Tennessee
$41K
PA
644
Procyon Advisors
Connecticut
$41K +$38.6K +200 +1,538%
SIM
645
Sonora Investment Management
Arizona
$39K +$8.88K +46 +29%
GCM
646
Gables Capital Management
Florida
$33K
CFG
647
Citizens Financial Group
Rhode Island
$32K
PWMG
648
Prestige Wealth Management Group
New Jersey
$31K -$21K -109 -41%
SIC
649
Salem Investment Counselors
North Carolina
$30K
ZB
650
Zions Bancorporation
Utah
$27K -$9.07K -47 -25%

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.