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Public Storage

692 hedge funds and large institutions have $32.3B invested in Public Storage in 2018 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 234 increasing their positions, 254 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $28.6B → $32.3B (+$3.68B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2% more funds holding

Funds holding: 677692 (+15)

0.04% more ownership

Funds ownership: 82.06%82.1% (+0.04%)

8% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 254

76% less call options, than puts

Call options by funds: $93.7M | Put options by funds: $398M

Holders
692
Holders Change
+15
Holders Change %
+2.22%
% of All Funds
15.84%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
69
Increased
234
Reduced
254
Closed
49
Calls
$93.7M
Puts
$398M
Net Calls
-$304M
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$288M -$2.03M -9,766 -0.8%
Capital Research Global Investors
27
Capital Research Global Investors
California
$271M
Legal & General Group
28
Legal & General Group
United Kingdom
$260M -$6.87M -32,997 -3%
Deutsche Bank
29
Deutsche Bank
Germany
$259M +$22.8M +109,570 +11%
Principal Financial Group
30
Principal Financial Group
Iowa
$234M +$9.31M +44,728 +5%
UBS AM
31
UBS AM
Illinois
$220M -$8.34M -40,040 -4%
Bank of America
32
Bank of America
North Carolina
$197M -$15.4M -74,195 -8%
Swiss National Bank
33
Swiss National Bank
Switzerland
$175M +$5.64M +27,100 +4%
AQR Capital Management
34
AQR Capital Management
Connecticut
$163M +$14.4M +69,062 +11%
ACM
35
AEW Capital Management
Massachusetts
$163M -$7.53M -36,175 -5%
Renaissance Technologies
36
Renaissance Technologies
New York
$163M +$5.51M +26,466 +4%
Wells Fargo
37
Wells Fargo
California
$151M -$7.61M -36,527 -5%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$146M +$9.88M +47,440 +8%
N
39
Nuveen
North Carolina
$142M -$37.2M -178,611 -22%
Asset Management One
40
Asset Management One
Japan
$133M +$5.74M +27,545 +5%
WHG
41
Westwood Holdings Group
Texas
$121M -$4.09M -19,654 -4%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$113M +$19.8M +94,944 +23%
CS
43
Credit Suisse
Switzerland
$110M -$877K -4,212 -0.9%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$104M -$2.33M -11,200 -2%
Canada Life
45
Canada Life
Manitoba, Canada
$103M +$4.21M +20,216 +5%
CIM
46
Centersquare Investment Management
Pennsylvania
$96.9M +$8.3M +39,847 +10%
TA
47
Teachers Advisors
New York
$94.3M +$4.16M +20,003 +5%
TCIM
48
TIAA CREF Investment Management
New York
$91.3M -$5.62M -27,014 -6%
RJA
49
Raymond James & Associates
Florida
$86.9M -$4.03M -19,342 -5%
PPA
50
Parametric Portfolio Associates
Washington
$80.9M +$2.43M +11,657 +3%

PSA Hedge Fund Activity: Q2 2018 in Review

692 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2018, worth a combined $32.3B — up 13% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PSA positions and 49 closed out — a net gain of 20 holders — while 234 added to existing stakes and 254 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $269M. The largest seller was Vanguard Group, cutting an estimated $267M.

  • 692 institutional investors held Public Storage (PSA) as of Q2 2018, up from 677 in Q1 2018.
  • Funds reported $32.3B of Public Storage stock for Q2 2018, up 13% quarter-over-quarter.
  • 69 funds opened new Public Storage positions in Q2 2018 and 49 closed out, a net change of +20 holders.
  • The largest Public Storage buyer in Q2 2018 was Brookfield Corp, an estimated $269M added.
  • The largest Public Storage seller in Q2 2018 was Vanguard Group, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2018.