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Public Storage

719 hedge funds and large institutions have $26.8B invested in Public Storage in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 255 increasing their positions, 258 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 82

0% less funds holding

Funds holding: 722719 (-3)

1% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 258

5% less capital invested

Capital invested by funds: $28.2B → $26.8B (-$1.39B)

1.17% less ownership

Funds ownership: 81.36%80.19% (-1.2%)

32% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $111M

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
719
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
14.74%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
85
Increased
255
Reduced
258
Closed
82
Calls
$75.3M
Puts
$111M
Net Calls
-$35.9M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
776
Accurate Investment Solutions
Pennsylvania
-$99K -500 Closed
AIC
777
Ameritas Investment Company
Nebraska
-$96K -483 Closed
AT
778
Arden Trust
Delaware
-$89K -448 Closed
NFG
779
Next Financial Group
Texas
-$81K -407 Closed
DWM
780
Darwin Wealth Management
Florida
-$66K -333 Closed
EWM
781
EPG Wealth Management
Georgia
-$66K -332 Closed
WEC
782
Winslow Evans & Crocker
Massachusetts
-$48K -238 Closed
WAP
783
Wealthcare Advisory Partners
Pennsylvania
-$39K -199 Closed
RFM
784
Royal Fund Management
Florida
-$32K -164 Closed
SC
785
Solstein Capital
California
-$19K -98 Closed
ICM
786
Islay Capital Management
Texas
-$12K -60 Closed
WQ
787
Wealth Quarterback
New Jersey
-$8.8K -44 Closed
H
788
Hexavest
Quebec, Canada
-$8K -39 Closed
GSWM
789
Golden State Wealth Management
California
-$6K -31 Closed
BWM
790
BerganKDV Wealth Management
Minnesota
-$4K -20 Closed
POIA
791
Pin Oak Investment Advisors
Texas
-$4K -20 Closed
KPW
792
Kore Private Wealth
New York
-$3.47K -18 -82%
FBT
793
First Bank & Trust
South Dakota
-$3K -15 Closed
PW
794
Price Wealth
Texas
-$3K -15 Closed
CAN
795
Claraphi Advisory Network
United States
-$3K -14 Closed
AA
796
Advisory Alpha
Michigan
-$1.69K -9 Closed
IWP
797
IAG Wealth Partners
Wisconsin
-$2K -6 Closed
BBHC
798
Brown Brothers Harriman & Co
New York
-$1K -5 Closed
PCTC
799
Perkins Coie Trust Company
Washington
-$1K -3 Closed

PSA Hedge Fund Activity: Q2 2020 in Review

719 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2020, worth a combined $26.8B — down 4.9% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PSA positions and 82 closed out — a net gain of 3 holders — while 255 added to existing stakes and 258 trimmed.

The largest buyer was Capital International Investors, adding an estimated $398M. The largest seller was Victory Capital Management, cutting an estimated $237M.

  • 719 institutional investors held Public Storage (PSA) as of Q2 2020, down from 722 in Q1 2020.
  • Funds reported $26.8B of Public Storage stock for Q2 2020, down 4.9% quarter-over-quarter.
  • 85 funds opened new Public Storage positions in Q2 2020 and 82 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2020 was Capital International Investors, an estimated $398M added.
  • The largest Public Storage seller in Q2 2020 was Victory Capital Management, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2020.