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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
AJ
651
Ashburton (Jersey)
Jersey
$24K
SIAS
652
Shine Investment Advisory Services
Colorado
$22K
AWM
653
Avior Wealth Management
Nebraska
$22K +$214 +1 +0.9%
CA
654
Clearstead Advisors
Ohio
$22K +$23.6K +110 New
PO
655
Private Ocean
California
$21K +$23.3K +109 New
CH
656
Canton Hathaway
Rhode Island
$20K
FANJ
657
Financial Architects (New Jersey)
New Jersey
$20K
LWCFA
658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
CCMW
659
Cypress Capital Management (Wyoming)
Wyoming
$19K
SC
660
Solstein Capital
California
$19K
VCP
661
Verus Capital Partners
Arizona
$18K -$15.2K -71 -44%
CT
662
Caldwell Trust
Florida
$16.1K
EARNEST Partners
663
EARNEST Partners
Georgia
$16K
OSAM
664
O'Shaughnessy Asset Management
Connecticut
$15K -$7.28K -34 -31%
WAS
665
Winch Advisory Services
Wisconsin
$14K
FMII
666
Farmers & Merchants Investments Inc
Nebraska
$14K +$428 +2 +3%
PB
667
Pinnacle Bancorp
Nebraska
$12K
ICM
668
Islay Capital Management
Texas
$12K +$12.9K +60 New
FHA
669
Flagship Harbor Advisors
Massachusetts
$11K -$2.57K -12 -17%
CCA
670
Column Capital Advisors
Indiana
$11K +$8.35K +39 +260%
KFS
671
Kelly Financial Services
Massachusetts
$10.1K +$10.9K +51 New
GEA
672
Glen Eagle Advisors
New Jersey
$10K
M
673
Mirova
France
$10K
WQ
674
Wealth Quarterback
New Jersey
$8.8K -$1.28K -6 -12%
OAM
675
Optimal Asset Management
California
$8.74K +$5.79M +27,032 +159%

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.