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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
SBIA
476
Sheaff Brock Investment Advisors
Indiana
$404K +$39.1K +187 +11%
GP
477
Girard Partners
Pennsylvania
$403K -$32K -153 -8%
SFS
478
Strategic Financial Services
New York
$402K
SC
479
Scotia Capital
Ontario, Canada
$396K -$1.46M -6,962 -79%
BIM
480
Bridges Investment Management
Nebraska
$382K -$20.9K -100 -5%
LNC
481
Lincoln National Corp
Pennsylvania
$382K -$15.7K -75 -4%
AHC
482
Adell Harriman & Carpenter
Texas
$379K -$18.2K -87 -5%
SAM
483
Summit Asset Management
Tennessee
$375K
SF
484
Synovus Financial
Georgia
$372K -$3.98K -19 -1%
LOAME
485
Lombard Odier Asset Management (Europe)
United Kingdom
$368K
ST
486
Spinnaker Trust
Maine
$360K
MGIA
487
Moneta Group Investment Advisors
Missouri
$352K -$837 -4 -0.2%
CG
488
Cutler Group
California
$349K +$335K +1,600 +53,333%
WAM
489
Weatherly Asset Management
California
$348K
DADC
490
D.A. Davidson & Co
Montana
$348K +$19.5K +93 +6%
MAFM
491
Mid Atlantic Financial Management
Pennsylvania
$347K +$73.9K +353 +28%
IFWM
492
Institute for Wealth Management
Colorado
$341K -$4.39K -21 -1%
MCP
493
Mirador Capital Partners
California
$340K +$209 +1 +0.1%
TMAM
494
Tokio Marine Asset Management
Japan
$337K -$837 -4 -0.3%
PP
495
Paloma Partners
Connecticut
$333K -$426K -2,037 -57%
ATC
496
Argent Trust Co
Tennessee
$332K -$10.3K -49 -3%
MML Investors Services
497
MML Investors Services
Massachusetts
$329K +$59.4K +284 +23%
KA
498
Kintegral Advisory
New York
$328K +$6.28K +30 +2%
BCI
499
Brinker Capital Investments
Pennsylvania
$327K +$302K +1,445 +2,491%
CBU
500
CIBC Bank USA
Illinois
$326K -$162K -776 -34%

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.