We are live on ! Find out more
PSA icon

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
CAC
526
Certified Advisory Corp
Florida
$168K -$195 -1 -0.1%
IWM
527
IHT Wealth Management
Illinois
$155K -$112K -573 -42%
SBL
528
Sargent Bickham Lagudis
Colorado
$152K -$52.2K -268 -26%
CTC
529
Central Trust Company
Missouri
$142K -$1.95K -10 -1%
ARMT
530
Amica Retiree Medical Trust
Rhode Island
$140K -$20.5K -105 -13%
TFS
531
TrustCore Financial Services
Tennessee
$139K
RP
532
Rowlandmiller & Partners
Georgia
$136K
CLOS
533
Compagnie Lombard Odier SCmA
Switzerland
$133K -$232K -1,191 -64%
RFC
534
Regions Financial Corp
Alabama
$132K -$11.7K -60 -8%
S
535
SignatureFD
Georgia
$132K +$128K +659 New
CT
536
Clearstead Trust
Maine
$130K -$175K -900 -58%
BAM
537
Barrett Asset Management
New York
$130K
MMG
538
Monetary Management Group
Missouri
$120K
NIM
539
NuWave Investment Management
New Jersey
$119K +$109K +559 +1,694%
ST
540
Smithfield Trust
Pennsylvania
$118K -$2.92K -15 -2%
TL
541
TrueWealth LLC
Georgia
$112K
CAL
542
Capital Advisors Ltd
Ohio
$111K
CAM
543
CenterStar Asset Management
Illinois
$107K
MFW
544
Mosaic Family Wealth
Missouri
$103K
VNA
545
Valley National Advisers
Pennsylvania
$101K
SCM
546
Silvant Capital Management
Georgia
$101K +$98.4K +505 New
AIS
547
Accurate Investment Solutions
Pennsylvania
$100K
RWA
548
Ropes Wealth Advisors
Massachusetts
$100K +$97.4K +500 New
Northwestern Mutual Wealth Management
549
Northwestern Mutual Wealth Management
Wisconsin
$97K -$14.2K -73 -13%
IDBONY
550
Israel Discount Bank of New York
New York
$96K

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.