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Public Storage

677 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 241 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

1% more funds holding

Funds holding: 673677 (+4)

0.29% more ownership

Funds ownership: 81.77%82.06% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less capital invested

Capital invested by funds: $29.7B → $28.6B (-$1.1B)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 253

48% less call options, than puts

Call options by funds: $83.5M | Put options by funds: $161M

Holders
677
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
15.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
83
Increased
241
Reduced
253
Closed
76
Calls
$83.5M
Puts
$161M
Net Calls
-$77.2M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
401
First Nebraska Trust
Nebraska
$533K -$66K -339 -11%
BFC
402
Blue Fin Capital
Rhode Island
$525K -$15.6K -80 -3%
AWM
403
AE Wealth Management
Kansas
$521K +$153K +787 +43%
FCMT
404
Founders Capital Management (Texas)
Texas
$516K
MC
405
Miles Capital
Iowa
$511K -$116K -594 -19%
ACM
406
Alethea Capital Management
Washington
$506K +$492K +2,523 New
TFA
407
Transamerica Financial Advisors
Florida
$505K -$70.5K -362 -13%
CBU
408
CIBC Bank USA
Illinois
$494K +$7.99K +41 +2%
6M
409
6 Meridian
Kansas
$487K +$41.9K +215 +10%
LS
410
Livforsakringsbolaget Skandia
Sweden
$485K
SWM
411
SeaCrest Wealth Management
New York
$482K -$33.1K -170 -7%
SWM
412
Segment Wealth Management
Texas
$481K -$469K -2,405 -50%
AAM
413
AR Asset Management
California
$479K
HAM
414
Highstreet Asset Management
Ontario, Canada
$479K +$25.7K +132 +6%
MCA
415
Morris Capital Advisors
Pennsylvania
$477K -$36.4K -187 -7%
SCCM
416
Schafer Cullen Capital Management
New York
$477K
WG
417
Winton Group
United Kingdom
$473K -$71.3K -366 -13%
BBA
418
Braun-Bostich & Associates
Pennsylvania
$470K +$102K +526 +29%
MAM
419
Mastrapasqua Asset Management
Tennessee
$468K +$17.5K +90 +4%
ECM
420
Everence Capital Management
Indiana
$464K -$294K -1,510 -39%
GWM
421
Geneos Wealth Management
Colorado
$460K -$57.9K -297 -11%
LAIC
422
Lederer & Associates Investment Counsel
California
$457K +$6.82K +35 +2%
DPIM
423
Duff & Phelps Investment Management
Illinois
$452K -$10.3M -52,879 -96%
CA
424
Cetera Advisors
Colorado
$450K -$81.8K -420 -16%
MWM
425
Merriman Wealth Management
Washington
$444K +$26.1K +134 +6%

PSA Hedge Fund Activity: Q1 2018 in Review

677 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2018, worth a combined $28.6B — down 3.7% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PSA positions and 76 closed out — a net gain of 7 holders — while 241 added to existing stakes and 253 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $250M.

  • 677 institutional investors held Public Storage (PSA) as of Q1 2018, up from 673 in Q4 2017.
  • Funds reported $28.6B of Public Storage stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 83 funds opened new Public Storage positions in Q1 2018 and 76 closed out, a net change of +7 holders.
  • The largest Public Storage buyer in Q1 2018 was Fidelity Investments, an estimated $202M added.
  • The largest Public Storage seller in Q1 2018 was Vanguard Group, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2018.