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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
FCH
626
Freestone Capital Holdings
Washington
$177K
SIS
627
Sound Income Strategies
Florida
$174K +$458 +2 +0.3%
ARMC
628
American Research & Management Company
Massachusetts
$165K
PR
629
Payden & Rygel
California
$162K
SOAMC
630
Spirit of America Management Corp
New York
$162K +$160K +700 New
IA
631
Inspire Advisors
Idaho
$162K +$161K +701 New
OSAM
632
O'Shaughnessy Asset Management
Connecticut
$161K +$58.9K +257 +58%
RWA
633
Ropes Wealth Advisors
Massachusetts
$159K -$11.7K -51 -7%
SIA
634
Sit Investment Associates
Minnesota
$159K
SFS
635
Sowell Financial Services
Arkansas
$157K +$3.9K +17 +3%
LC
636
Lindbrook Capital
California
$155K +$2.29K +10 +2%
CT
637
Clearstead Trust
Maine
$150K
PCG
638
Private Capital Group
Connecticut
$150K +$7.11K +31 +5%
FDCDDQ
639
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K +$148K +647 New
VNA
640
Valley National Advisers
Pennsylvania
$149K
CFFP
641
Center for Financial Planning
Michigan
$147K -$24.1K -105 -14%
CFA
642
Carroll Financial Associates
North Carolina
$147K
WR
643
WD Rutherford
Oregon
$147K +$146K +637 New
WT
644
Washington Trust
Rhode Island
$142K
CTC
645
Central Trust Company
Missouri
$135K
TC
646
Trust Company
Kansas
$129K -$3.67K -16 -3%
FF
647
FourThought Financial
Florida
$129K +$128K +560 New
TFM
648
TFC Financial Management
Massachusetts
$128K
HFM
649
Harvest Fund Management
China
$111K +$30.3K +132 +38%
IA
650
IFP Advisors
Florida
$109K -$10.3K -45 -9%

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.