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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
MF
651
Manchester Financial
California
$27K
BL
652
Balentine LLC
Georgia
$23K +$22.8K +118 New
CA
653
Clearstead Advisors
Ohio
$21K
SIAS
654
Shine Investment Advisory Services
Colorado
$21K
AWM
655
Avior Wealth Management
Nebraska
$21K +$193 +1 +0.9%
PO
656
Private Ocean
California
$20K
CH
657
Canton Hathaway
Rhode Island
$19K
FANJ
658
Financial Architects (New Jersey)
New Jersey
$19K
LWCFA
659
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
CCMW
660
Cypress Capital Management (Wyoming)
Wyoming
$18K
GI
661
Gradient Investments
Minnesota
$17K -$8.64M -44,761 -100%
PFBT
662
Parkside Financial Bank & Trust
Missouri
$17K -$14.5K -75 -45%
CI
663
CX Institutional
Indiana
$17K +$13.7K +71 +355%
ST
664
Smithfield Trust
Pennsylvania
$16K +$15.2K +79 New
MA
665
Modus Advisors
Minnesota
$16K +$16K +83 New
CT
666
Caldwell Trust
Florida
$15.5K
EARNEST Partners
667
EARNEST Partners
Georgia
$15K
FMII
668
Farmers & Merchants Investments Inc
Nebraska
$15K +$965 +5 +7%
WAS
669
Winch Advisory Services
Wisconsin
$14K +$193 +1 +1%
PB
670
Pinnacle Bancorp
Nebraska
$12K
EI
671
Ellevest Inc
New York
$12K +$7.33K +38 +158%
CWM
672
Campbell Wealth Management
Virginia
$12K +$11.6K +60 New
FHA
673
Flagship Harbor Advisors
Massachusetts
$11K
CCA
674
Column Capital Advisors
Indiana
$10K
M
675
Mirova
France
$10K

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.