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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
OAJ
676
Ogorek Anthony Joseph
New York
$29K
TRCT
677
Tower Research Capital (TRC)
New York
$28K -$788K -3,551 -96%
AJ
678
Ashburton (Jersey)
Jersey
$26K -$2.66K -12 -9%
BBHC
679
Brown Brothers Harriman & Co
New York
$24K -$3.77K -17 -13%
SIAS
680
Shine Investment Advisory Services
Colorado
$24K
OSAM
681
O'Shaughnessy Asset Management
Connecticut
$24K +$22.2K +100 +909%
AWM
682
Avior Wealth Management
Nebraska
$23K -$5.99K -27 -20%
CLOS
683
Compagnie Lombard Odier SCmA
Switzerland
$21K -$79.4K -358 -78%
CH
684
Canton Hathaway
Rhode Island
$21K
FANJ
685
Financial Architects (New Jersey)
New Jersey
$21K
LWCFA
686
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K
SC
687
Solstein Capital
California
$21K +$21.7K +98 New
CCMW
688
Cypress Capital Management (Wyoming)
Wyoming
$20K
SLF
689
Sun Life Financial
Ontario, Canada
$19K -$7.54K -34 -28%
CT
690
Caldwell Trust
Florida
$17.3K +$18K +81 New
EARNEST Partners
691
EARNEST Partners
Georgia
$17K
VEA
692
Virtus ETF Advisers
New York
$17K
EFSCE
693
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$7.99K +36 +84%
FMII
694
Farmers & Merchants Investments Inc
Nebraska
$15K
FHA
695
Flagship Harbor Advisors
Massachusetts
$15K
WAS
696
Winch Advisory Services
Wisconsin
$15K
ACM
697
Allred Capital Management
Texas
$14.1K +$14.6K +66 New
PB
698
Pinnacle Bancorp
Nebraska
$13K
TWP
699
TFO Wealth Partners
Ohio
$13K +$14.4K +65 New
HGWM
700
Harvest Group Wealth Management
Massachusetts
$12K -$4.88K -22 -28%

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.