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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
CI
726
CX Institutional
Indiana
$4K -$12.2K -55 -75%
OIA
727
Optimum Investment Advisors
Illinois
$4K -$3.77K -17 -46%
JAM
728
JCIC Asset Management
Ontario, Canada
$4K
POIA
729
Pin Oak Investment Advisors
Texas
$4K
WCM
730
Wealthcare Capital Management
Virginia
$4K +$3.77K +17 New
BWM
731
BerganKDV Wealth Management
Minnesota
$4K +$4.44K +20 New
ECM
732
EII Capital Management
New York
$3.17K -$409K -1,843 -11%
ST
733
Smithfield Trust
Pennsylvania
$3K -$44.4K -200 -93%
IFAM
734
Institutional & Family Asset Management
Colorado
$3K -$27.5K -124 -90%
GFPC
735
Global Financial Private Capital
Florida
$3K
HIM
736
Hillsdale Investment Management
Ontario, Canada
$3K
RIA
737
RPG Investment Advisory
California
$3K
TWA
738
TCI Wealth Advisors
Arizona
$3K +$2.22K +10 +167%
BFEC
739
Benjamin F. Edwards & Company
Missouri
$3K +$2.66K +12 New
PA
740
Procyon Advisors
Connecticut
$3K +$2.88K +13 New
CCA
741
Column Capital Advisors
Indiana
$3K +$3.33K +15 New
PW
742
Price Wealth
Texas
$3K +$3.33K +15 New
BWM
743
Baystate Wealth Management
Massachusetts
$2K
IWP
744
IAG Wealth Partners
Wisconsin
$2K +$1.33K +6 New
CA
745
CXI Advisors
Indiana
$2K +$1.77K +8 New
SQA
746
Simon Quick Advisors
New Jersey
$2K +$2.22K +10 New
HWA
747
Heritage Wealth Advisors
Virginia
$1.28K -$13.3K -60 -91%
BC
748
Barnett & Company
Tennessee
$1K
VFA
749
Valeo Financial Advisors
Indiana
$1K
KPW
750
Kore Private Wealth
New York
$1K +$1.11K +5 New

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.