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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
CI
701
CX Institutional
Indiana
$48K +$4.36K +19 +10%
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$48K +$47.9K +209 New
CCA
703
Childress Capital Advisors
Texas
$42K +$41.3K +180 New
TFIPS
704
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.4K +$40.1K +175 New
GCM
705
Gables Capital Management
Florida
$40K
CCC
706
Crescent Capital Consulting
Louisiana
$38K +$38.3K +167 New
PWMG
707
Prestige Wealth Management Group
New Jersey
$36K -$17K -74 -32%
SIC
708
Salem Investment Counselors
North Carolina
$36K
MF
709
Manchester Financial
California
$36K +$3.44K +15 +10%
ZB
710
Zions Bancorporation
Utah
$35K +$1.83K +8 +6%
NSB
711
Norway Savings Bank
Maine
$27K +$26.4K +115 New
PWM
712
Perigon Wealth Management
California
$27K +$26.6K +116 New
IPW
713
IronBridge Private Wealth
Texas
$27K +$27.3K +119 New
AWM
714
Avior Wealth Management
Nebraska
$26K -$2.98K -13 -10%
CA
715
Clearstead Advisors
Ohio
$25K
PO
716
Private Ocean
California
$25K
PFBT
717
Parkside Financial Bank & Trust
Missouri
$25K +$688 +3 +3%
EI
718
Ellevest Inc
New York
$25K +$11K +48 +80%
DAC
719
Dividend Assets Capital
South Carolina
$25K +$25.2K +110 New
Loomis, Sayles & Company
720
Loomis, Sayles & Company
Massachusetts
$24K -$2.29K -10 -9%
GWS
721
Glassman Wealth Services
Virginia
$24K +$7.11K +31 +42%
LWCFA
722
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K
CCMW
723
Cypress Capital Management (Wyoming)
Wyoming
$22K
RPWA
724
Regent Peak Wealth Advisors
Georgia
$22K +$21.8K +95 New
SLF
725
Sun Life Financial
Ontario, Canada
$21K

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.