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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
BBA
651
Braun-Bostich & Associates
Pennsylvania
$62K +$64.6K +291 New
FHA
652
First Horizon Advisors
Tennessee
$60K
BCA
653
Berman Capital Advisors
Georgia
$57K -$2K -9 -3%
NSIM
654
North Star Investment Management
Illinois
$57K
GAM
655
Gemmer Asset Management
California
$56K
NG
656
NWK Group
California
$56K +$58.6K +264 New
WEC
657
Winslow Evans & Crocker
Massachusetts
$52K
RFA
658
Reilly Financial Advisors
California
$50K
TFS
659
TrustCore Financial Services
Tennessee
$50K
DAM
660
Delta Asset Management
Tennessee
$46K +$19.1K +86 +67%
FWM
661
Filbrandt Wealth Management
Wisconsin
$46K +$48.6K +219 New
PFBT
662
Parkside Financial Bank & Trust
Missouri
$45K +$1.11K +5 +2%
RIA
663
Realta Investment Advisors
Delaware
$45K +$3.55K +16 +8%
PCM
664
Pinz Capital Management
New York
$43K +$44.4K +200 New
RFM
665
Royal Fund Management
Florida
$42K
ZB
666
Zions Bancorporation
Utah
$41K -$4.66K -21 -10%
WAP
667
Wealthcare Advisory Partners
Pennsylvania
$41K +$19.8K +89 +85%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
668
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$40K +$41.9K +189 New
GCM
669
Gables Capital Management
Florida
$37K
CFG
670
Citizens Financial Group
Rhode Island
$36K -$8.65K -39 -19%
APC
671
Aspire Private Capital
North Carolina
$35K
SIC
672
Salem Investment Counselors
North Carolina
$34K +$35.1K +158 New
VCP
673
Verus Capital Partners
Arizona
$34K +$35.9K +162 New
SIM
674
Sonora Investment Management
Arizona
$33K -$14.9K -67 -30%
MF
675
Manchester Financial
California
$30K +$31.7K +143 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.