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Public Storage

726 hedge funds and large institutions have $30.9B invested in Public Storage in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 273 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $183M | Put options by funds: $107M

48% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 58

19% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 230

8% more capital invested

Capital invested by funds: $28.5B → $30.9B (+$2.36B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

3% more funds holding

Funds holding: 705726 (+21)

0.24% more ownership

Funds ownership: 81.14%81.38% (+0.24%)

Holders
726
Holders Change
+21
Holders Change %
+2.98%
% of All Funds
15.71%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.32%
New
86
Increased
273
Reduced
230
Closed
58
Calls
$183M
Puts
$107M
Net Calls
+$75.6M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
401
HL Financial Services
Kentucky
$751K -$3.56K -17 -0.5%
AWM
402
AE Wealth Management
Kansas
$747K +$236K +1,128 +49%
RJT
403
Raymond James Trust
Florida
$746K -$19.5K -93 -3%
ZCA
404
Zeke Capital Advisors
Pennsylvania
$744K +$5.02K +24 +0.7%
SNT
405
Security National Trust
West Virginia
$738K +$23K +110 +3%
Mariner
406
Mariner
Kansas
$731K +$290K +1,385 +70%
QT
407
Quantamental Technologies
New York
$717K +$689K +3,292 New
NIM
408
NuWave Investment Management
New Jersey
$708K +$69.9K +334 +11%
AIS
409
American Investment Services
Massachusetts
$701K
SI
410
Stephens Inc
Arkansas
$698K -$170K -813 -20%
William Blair & Company
411
William Blair & Company
Illinois
$697K +$18.2K +87 +3%
LW
412
Linscomb Wealth
Texas
$692K
AGA
413
Accuvest Global Advisors
Utah
$668K +$642K +3,068 New
CIC
414
Carnegie Investment Counsel
Ohio
$652K +$627K +2,996 New
KRSITF
415
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$650K +$3.77K +18 +0.6%
AP
416
Advisor Partners
California
$632K +$33.5K +160 +6%
MC
417
Machina Capital
France
$630K +$605K +2,891 New
Janney Montgomery Scott
418
Janney Montgomery Scott
Pennsylvania
$624K -$428K -2,045 -42%
GTAM
419
Global Trust Asset Management
Florida
$621K -$5.23K -25 -0.9%
BCP
420
Blue Chip Partners
Michigan
$611K +$185K +884 +46%
SCCM
421
Schafer Cullen Capital Management
New York
$595K +$73.2K +350 +15%
UR
422
USCA RIA
Texas
$587K -$157K -750 -22%
AIC
423
Ameritas Investment Company
Nebraska
$585K +$341K +1,630 +155%
SIC
424
SFE Investment Counsel
California
$581K
FNT
425
First Nebraska Trust
Nebraska
$580K

PSA Hedge Fund Activity: Q1 2019 in Review

726 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2019, worth a combined $30.9B — up 8.3% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PSA positions and 58 closed out — a net gain of 28 holders — while 273 added to existing stakes and 230 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $764M. The largest seller was Capital World Investors, cutting an estimated $659M.

  • 726 institutional investors held Public Storage (PSA) as of Q1 2019, up from 705 in Q4 2018.
  • Funds reported $30.9B of Public Storage stock for Q1 2019, up 8.3% quarter-over-quarter.
  • 86 funds opened new Public Storage positions in Q1 2019 and 58 closed out, a net change of +28 holders.
  • The largest Public Storage buyer in Q1 2019 was Cohen & Steers, an estimated $764M added.
  • The largest Public Storage seller in Q1 2019 was Capital World Investors, an estimated $659M sold.

Based on aggregated 13F filings for Q1 2019.