We are live on ! Find out more
PSA icon

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
KJWM
526
Kiley Juergens Wealth Management
Washington
$219K +$98.4K +456 +72%
LFG
527
LifePlan Financial Group
Ohio
$218K
ASN
528
Advisory Services Network
Georgia
$218K +$5.18K +24 +2%
Simplex Trading
529
Simplex Trading
Illinois
$217K +$233K +1,078 New
I
530
IberiaBank
Louisiana
$214K +$229K +1,059 New
Capstone Investment Advisors
531
Capstone Investment Advisors
New York
$213K +$182K +843 +392%
SPC
532
Sigma Planning Corp
Michigan
$212K -$89.6K -415 -28%
PCFFS
533
Pacific Center for Financial Services
California
$212K
P
534
Pitcairn
Pennsylvania
$209K -$3.67K -17 -2%
SCM
535
Shelton Capital Management
Colorado
$209K
EWF
536
Epstein & White Financial
California
$206K -$125K -577 -36%
BAMG
537
Brand Asset Management Group
Missouri
$206K +$221K +1,024 New
DAM
538
Doheny Asset Management
California
$204K
Fuller & Thaler Asset Management
539
Fuller & Thaler Asset Management
California
$202K -$16.2K -75 -7%
WA
540
WBH Advisory
Maryland
$201K -$9.28K -43 -4%
AFG
541
Arkansas Financial Group
Arkansas
$201K
AL
542
Aspiriant LLC
California
$200K
NFG
543
Next Financial Group
Texas
$191K -$26.1K -121 -11%
AIM
544
Anchor Investment Management
South Carolina
$181K
AW
545
Alpha Windward
Massachusetts
$181K -$647 -3 -0.3%
PCG
546
Private Capital Group
Connecticut
$180K -$22.9K -106 -11%
JCM
547
Jacobi Capital Management
Pennsylvania
$171K +$8.2K +38 +5%
CAC
548
Certified Advisory Corp
Florida
$169K +$216 +1 +0.1%
TRCT
549
Tower Research Capital (TRC)
New York
$157K -$2.02M -9,363 -92%
CCM
550
Covington Capital Management
California
$156K -$29.4K -136 -15%

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.