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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
CBA
801
Coastal Bridge Advisors
Connecticut
-$264K -1,075 Closed
CAM
802
Cozad Asset Management
Illinois
-$258K -1,050 Closed
CCIA
803
Campbell & Co Investment Adviser
Maryland
-$236K -961 Closed
AB
804
Atlas Brown
Kentucky
-$233K -950 Closed
JSL
805
JT Stratford LLC
Georgia
-$229K -933 Closed
RWM
806
Ritholtz Wealth Management
New York
-$227K -925 Closed
S
807
SimplyRich
California
-$223K -910 Closed
SCA
808
Spearhead Capital Advisors
Florida
-$221K -902 Closed
HIMC
809
Heritage Investors Management Corp
Maryland
-$221K -900 Closed
WI
810
WrapManager Inc
California
-$219K -893 Closed
IWM
811
IHT Wealth Management
Illinois
-$218K -890 Closed
HH
812
Hilltop Holdings
Texas
-$216K -880 Closed
AS
813
Altshuler Shaham
Israel
-$201K -821 Closed
MWM
814
Mission Wealth Management
California
-$200K -814 Closed
QCIG
815
Quad-Cities Investment Group
Iowa
-$147K -599 Closed
SM
816
SG3 Management
Puerto Rico
-$123K -500 Closed
Marshall Wace
817
Marshall Wace
United Kingdom
-$102K -417 Closed
SCA
818
Stuart Chaussee & Associates
California
-$74K -300 Closed
TC
819
Truvestments Capital
Florida
-$52K -213 Closed
Loomis, Sayles & Company
820
Loomis, Sayles & Company
Massachusetts
-$37K -150 Closed
KWA
821
KCS Wealth Advisory
California
-$33.1K -135 Closed
BL
822
Balentine LLC
Georgia
-$22K -91 Closed
LWM
823
Lenox Wealth Management
Ohio
-$12K -49 Closed
PO
824
Private Ocean
California
-$10K -38 Closed
GSWM
825
Golden State Wealth Management
California
-$8K -31 Closed

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.