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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
WPA
676
West Paces Advisors
Georgia
$8.74K
IRC
677
Investors Research Corp
Georgia
$8K
TSW
678
Thompson Siegel & Walmsley
Virginia
$8K
H
679
Hexavest
Quebec, Canada
$8K +$8.35K +39 New
SWA
680
Sutton Wealth Advisors
Florida
$7.75K +$2.79K +13 +50%
GWS
681
Glassman Wealth Services
Virginia
$7K -$3.43K -16 -31%
CFN
682
Cordasco Financial Network
Florida
$7K
EWP
683
Engrave Wealth Partners
Texas
$7K
MAWCM
684
Mine & Arao Wealth Creation & Management
California
$7K
JFA
685
JNBA Financial Advisors
Minnesota
$6K
MA
686
MUFG Americas
New York
$6K
GSWM
687
Golden State Wealth Management
California
$6K +$6.64K +31 New
TFO
688
Tarbox Family Office
California
$5K -$2.36K -11 -29%
FWM
689
FSA Wealth Management
Massachusetts
$5K
SJIM
690
St. Johns Investment Management
Florida
$5K
EI
691
Ellevest Inc
New York
$5K +$4.71K +22 +1,100%
BWM
692
BerganKDV Wealth Management
Minnesota
$4K
POIA
693
Pin Oak Investment Advisors
Texas
$4K
CI
694
CX Institutional
Indiana
$4K +$428 +2 +11%
IFAM
695
Institutional & Family Asset Management
Colorado
$4K +$1.07K +5 +36%
KPW
696
Kore Private Wealth
New York
$4K +$3.64K +17 +340%
TC
697
Trust Company
Kansas
$4K +$4.28K +20 New
OAJ
698
Ogorek Anthony Joseph
New York
$3K -$26.8K -125 -89%
FBT
699
First Bank & Trust
South Dakota
$3K -$6K -28 -65%
HIM
700
Hillsdale Investment Management
Ontario, Canada
$3K

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.