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Public Storage

722 hedge funds and large institutions have $28.2B invested in Public Storage in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 240 increasing their positions, 293 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more funds holding in top 10

Funds holding in top 10: 716 (+9)

1.79% more ownership

Funds ownership: 79.56%81.36% (+1.8%)

5% less capital invested

Capital invested by funds: $29.6B → $28.2B (-$1.36B)

4% less funds holding

Funds holding: 756722 (-34)

18% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 293

26% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 95

58% less call options, than puts

Call options by funds: $75.5M | Put options by funds: $179M

Holders
722
Holders Change
-34
Holders Change %
-4.5%
% of All Funds
15.91%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.35%
New
70
Increased
240
Reduced
293
Closed
95
Calls
$75.5M
Puts
$179M
Net Calls
-$103M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
776
Institute for Wealth Management
Colorado
-$225K -1,056 Closed
AFG
777
Arkansas Financial Group
Arkansas
-$212K -1,000 Closed
FMC
778
First Merchants Corp
Indiana
-$213K -1,000 Closed
WCA
779
Westover Capital Advisors
Delaware
-$213K -1,000 Closed
SPI
780
Santori & Peters Inc
Pennsylvania
-$211K -992 Closed
EH
781
Employers Holdings
Nevada
-$210K -985 Closed
GT
782
Greenleaf Trust
Michigan
-$209K -981 Closed
CCM
783
Coldstream Capital Management
Washington
-$205K -962 Closed
GC
784
Grimes & Company
Massachusetts
-$205K -961 Closed
GSBTD
785
Glenview State Bank Trust Department
Illinois
-$204K -956 Closed
KA
786
Klingman & Associates
New York
-$203K -952 Closed
RA
787
Rational Advisors
New York
-$150K -705 Closed
BAMG
788
Brand Asset Management Group
Missouri
-$147K -692 Closed
RP
789
Rowlandmiller & Partners
Georgia
-$143K -673 Closed
GDP
790
Great Diamond Partners
Maine
-$111K -523 Closed
AA
791
Argent Advisors
Louisiana
-$100K -461 Closed
GLI
792
Guardian Life Insurance
New York
-$93K -439 Closed
SSWG
793
Seven Springs Wealth Group
Tennessee
-$72K -338 Closed
NSB
794
Norway Savings Bank
Maine
-$64K -300 Closed
ACM
795
Anfield Capital Management
California
-$65K -291 Closed
RIA
796
Realta Investment Advisors
Delaware
-$45K -216 Closed
PCM
797
Pinz Capital Management
New York
-$43K -200 Closed
CLOS
798
Compagnie Lombard Odier SCmA
Switzerland
-$21K -100 Closed
ACM
799
Allred Capital Management
Texas
-$14.1K -66 Closed
TWP
800
TFO Wealth Partners
Ohio
-$13K -65 Closed

PSA Hedge Fund Activity: Q1 2020 in Review

722 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2020, worth a combined $28.2B — down 4.6% from $29.6B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PSA and 70 opened new positions — a net loss of 25 holders — while 293 trimmed existing stakes and 240 added.

The largest buyer was Cohen & Steers, adding an estimated $632M. The largest seller was Parnassus Investments, cutting an estimated $253M.

  • 722 institutional investors held Public Storage (PSA) as of Q1 2020, down from 756 in Q4 2019.
  • Funds reported $28.2B of Public Storage stock for Q1 2020, down 4.6% quarter-over-quarter.
  • 70 funds opened new Public Storage positions in Q1 2020 and 95 closed out, a net change of -25 holders.
  • The largest Public Storage buyer in Q1 2020 was Cohen & Steers, an estimated $632M added.
  • The largest Public Storage seller in Q1 2020 was Parnassus Investments, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2020.