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Public Storage

683 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 275 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% less ownership

Funds ownership: 82.1%81.19% (-0.91%)

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $65.7M

1% less funds holding

Funds holding: 692683 (-9)

12% less capital invested

Capital invested by funds: $32.3B → $28.6B (-$3.74B)

19% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 275

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
683
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
15.61%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
54
Increased
223
Reduced
275
Closed
55
Calls
$64.2M
Puts
$65.7M
Net Calls
-$1.48M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
501
Wealthspire Advisors (Maryland)
Maryland
$280K -$15.1K -70 -5%
CGL
502
Clarius Group LLC
Washington
$278K +$60.6K +281 +26%
Qube Research & Technologies (QRT)
503
Qube Research & Technologies (QRT)
United Kingdom
$273K -$349K -1,617 -54%
RB
504
Rodgers Brothers
Pennsylvania
$272K -$26.8K -124 -8%
FHA
505
Flagship Harbor Advisors
Massachusetts
$270K
WS
506
Wedbush Securities
California
$270K +$289K +1,341 New
BIM
507
Bridgecreek Investment Management
Oklahoma
$267K
TCOV
508
Trust Company of Vermont
Vermont
$266K -$91.3K -423 -24%
GWM
509
Geneos Wealth Management
Colorado
$265K -$24.8K -115 -8%
PAM
510
Private Asset Management
California
$258K -$32.4K -150 -10%
WOC
511
West Oak Capital
California
$254K
BHBT
512
Burke & Herbert Bank & Trust
Virginia
$249K
RWM
513
Ritholtz Wealth Management
New York
$248K -$43.2K -200 -14%
FFA
514
First Foundation Advisors
California
$243K -$216K -1,000 -45%
GCP
515
GSA Capital Partners
United Kingdom
$243K +$260K +1,204 New
FPS
516
Fieldpoint Private Securities
Connecticut
$238K
PAA
517
Peregrine Asset Advisers
Oregon
$237K
FM
518
Forward Management
California
$232K -$1.19M -5,509 -83%
Northwestern Mutual Wealth Management
519
Northwestern Mutual Wealth Management
Wisconsin
$232K +$131K +609 +112%
WT
520
Washington Trust
Rhode Island
$228K
WA
521
WESPAC Advisors
California
$227K
S
522
SignatureFD
Georgia
$226K +$863 +4 +0.4%
IUHSA
523
Itau Unibanco Holding S.A.
Brazil
$225K +$172K +796 +248%
TAM
524
Tiverton Asset Management
Delaware
$221K
FAIM
525
Financial Advocates Investment Management
Washington
$220K -$43.2K -200 -16%

PSA Hedge Fund Activity: Q3 2018 in Review

683 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2018, worth a combined $28.6B — down 12% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PSA and 54 opened new positions — a net loss of 1 holder — while 275 trimmed existing stakes and 223 added.

The largest buyer was Jupiter Investment Management, adding an estimated $146M. The largest seller was Capital World Investors, cutting an estimated $240M.

  • 683 institutional investors held Public Storage (PSA) as of Q3 2018, down from 692 in Q2 2018.
  • Funds reported $28.6B of Public Storage stock for Q3 2018, down 12% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q3 2018 and 55 closed out, a net change of -1 holder.
  • The largest Public Storage buyer in Q3 2018 was Jupiter Investment Management, an estimated $146M added.
  • The largest Public Storage seller in Q3 2018 was Capital World Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2018.