We are live on ! Find out more
PSA icon

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
HNB
701
Huntington National Bank
Ohio
$12K
GWS
702
Glassman Wealth Services
Virginia
$11K +$666 +3 +6%
M
703
Mirova
France
$11K +$11.3K +51 New
WQ
704
Wealth Quarterback
New Jersey
$10.7K +$11.1K +50 New
GEA
705
Glen Eagle Advisors
New Jersey
$10.7K +$1.11K +5 +11%
CQS
706
Credential Qtrade Securities
$9.58K +$9.99K +45 New
WPA
707
West Paces Advisors
Georgia
$9.37K
FBT
708
First Bank & Trust
South Dakota
$9K -$4.66K -21 -33%
IRC
709
Investors Research Corp
Georgia
$9K
TSW
710
Thompson Siegel & Walmsley
Virginia
$9K +$8.88K +40 New
ADL
711
Asset Dedication LLC
California
$8K
CFN
712
Cordasco Financial Network
Florida
$8K
TFO
713
Tarbox Family Office
California
$8K +$444 +2 +6%
EWP
714
Engrave Wealth Partners
Texas
$8K +$8.88K +40 New
PWMG
715
Prestige Wealth Management Group
New Jersey
$7K
JFA
716
JNBA Financial Advisors
Minnesota
$7K +$1.33K +6 +23%
MAWCM
717
Mine & Arao Wealth Creation & Management
California
$7K +$7.32K +33 New
MA
718
MUFG Americas
New York
$6K -$11.1K -50 -63%
SJIM
719
St. Johns Investment Management
Florida
$6K
FWM
720
FSA Wealth Management
Massachusetts
$6K +$5.99K +27 New
SWA
721
Sutton Wealth Advisors
Florida
$5.54K
CAM
722
Columbia Asset Management
Michigan
$5K +$5.55K +25 +1%
PWP
723
Personal Wealth Partners
Minnesota
$5K -$20.2K -91 -80%
EWA
724
Evolution Wealth Advisors
Florida
$5K
HH
725
HWG Holdings
Texas
$4K -$218K -982 -98%

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.