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Public Storage

792 hedge funds and large institutions have $31.9B invested in Public Storage in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 256 increasing their positions, 259 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 49

9% more funds holding

Funds holding: 727792 (+65)

2% more capital invested

Capital invested by funds: $31.4B → $31.9B (+$530M)

1% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 259

3% less call options, than puts

Call options by funds: $94.9M | Put options by funds: $97.6M

1.71% less ownership

Funds ownership: 80.71%79.01% (-1.7%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
792
Holders Change
+65
Holders Change %
+8.94%
% of All Funds
14.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
125
Increased
256
Reduced
259
Closed
49
Calls
$94.9M
Puts
$97.6M
Net Calls
-$2.77M
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
676
Bedel Financial Consulting
Indiana
$72K
GAM
677
Gemmer Asset Management
California
$72K
PMFA
678
Plante Moran Financial Advisors
Michigan
$72K +$71.3K +311 New
LGA
679
Lebenthal Global Advisors
New York
$72K +$72.2K +315 New
VCG
680
Vantage Consulting Group
Virginia
$71K +$70.4K +307 New
KTC
681
Kistler-Tiffany Companies
Pennsylvania
$69K
MA
682
Montag & Associates
Georgia
$64K +$63K +275 New
CAAS
683
Capital Asset Advisory Services
Michigan
$64K +$63.5K +277 New
MHR
684
Matthew Hamilton Rosenberg
$62K -$15.4K -67 -20%
SIM
685
Sonora Investment Management
Arizona
$62K
NG
686
NWK Group
California
$61K
SFSIG
687
San Francisco Sentry Investment Group
California
$60K
CWP
688
Concord Wealth Partners
Virginia
$60K +$59.1K +258 New
TWM
689
Tradition Wealth Management
Minnesota
$59K +$58.9K +257 New
JWM
690
Janiczek Wealth Management
Colorado
$56K +$33.5K +146 +151%
RFA
691
Reilly Financial Advisors
California
$54K
TFS
692
TrustCore Financial Services
Tennessee
$54K
LWM
693
Liberty Wealth Management
California
$54K +$458 +2 +0.9%
Group One Trading
694
Group One Trading
Illinois
$53K -$391K -1,705 -88%
FWM
695
Filbrandt Wealth Management
Wisconsin
$51K
EW
696
Evoke Wealth
California
$50K -$836K -3,645 -94%
APC
697
Aspire Private Capital
North Carolina
$50K
ASBI
698
American State Bank (Iowa)
Iowa
$49.6K +$49.3K +215 New
DAM
699
Delta Asset Management
Tennessee
$49K
FHA
700
First Horizon Advisors
Tennessee
$49K

PSA Hedge Fund Activity: Q4 2020 in Review

792 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2020, worth a combined $31.9B — up 1.7% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new PSA positions and 49 closed out — a net gain of 76 holders — while 256 added to existing stakes and 259 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $158M. The largest seller was Capital International Investors, cutting an estimated $344M.

  • 792 institutional investors held Public Storage (PSA) as of Q4 2020, up from 727 in Q3 2020.
  • Funds reported $31.9B of Public Storage stock for Q4 2020, up 1.7% quarter-over-quarter.
  • 125 funds opened new Public Storage positions in Q4 2020 and 49 closed out, a net change of +76 holders.
  • The largest Public Storage buyer in Q4 2020 was Canada Pension Plan Investment Board, an estimated $158M added.
  • The largest Public Storage seller in Q4 2020 was Capital International Investors, an estimated $344M sold.

Based on aggregated 13F filings for Q4 2020.