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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
GI
751
Gradient Investments
Minnesota
$9K
HIA
752
Harbor Investment Advisory
Maryland
$9K
IRC
753
Investors Research Corp
Georgia
$9K
TWA
754
TCI Wealth Advisors
Arizona
$9K
TSW
755
Thompson Siegel & Walmsley
Virginia
$9K
EFSCE
756
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$1.6K +7 +21%
FA
757
Financial Avengers
California
$9K +$8.94K +39 New
PWA
758
Phoenix Wealth Advisors
North Carolina
$9K +$9.17K +40 New
HR
759
Howe & Rusling
New York
$8K
MAWCM
760
Mine & Arao Wealth Creation & Management
California
$8K
VFA
761
Valeo Financial Advisors
Indiana
$8K +$7.33K +32 +800%
HIM
762
Hillsdale Investment Management
Ontario, Canada
$7K
JFA
763
JNBA Financial Advisors
Minnesota
$7K
AWA
764
Arkadios Wealth Advisors
Georgia
$6K -$55.9K -244 -90%
FHC
765
First Horizon Corporation
Tennessee
$6K
SJIM
766
St. Johns Investment Management
Florida
$6K
APWA
767
Atlas Private Wealth Advisors
New Jersey
$5K
NSIM
768
North Star Investment Management
Illinois
$5K
SFPG
769
Stonebridge Financial Planning Group
Florida
$5K
OIM
770
Oder Investment Management
California
$5K +$4.81K +21 New
BWM
771
Baystate Wealth Management
Massachusetts
$3K
CCA
772
Column Capital Advisors
Indiana
$3K
IFAM
773
Institutional & Family Asset Management
Colorado
$3K
RIA
774
RPG Investment Advisory
California
$3K
GEA
775
Glen Eagle Advisors
New Jersey
$2.31K

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.