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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
S
526
SignatureFD
Georgia
$262K +$19.5K +93 +8%
GWM
527
Geneos Wealth Management
Colorado
$261K
WOC
528
West Oak Capital
California
$261K +$18.8K +90 +8%
AF
529
Advisornet Financial
Minnesota
$257K -$4.39K -21 -2%
MCM
530
MAI Capital Management
Ohio
$257K +$247K +1,178 New
PAA
531
Peregrine Asset Advisers
Oregon
$256K
RB
532
Rodgers Brothers
Pennsylvania
$251K +$209 +1 +0.1%
PRC
533
Pearl River Capital
Michigan
$250K +$239K +1,144 New
PAM
534
Private Asset Management
California
$242K -$35.6K -170 -13%
WA
535
WESPAC Advisors
California
$241K -$3.77K -18 -2%
IUHSA
536
Itau Unibanco Holding S.A.
Brazil
$241K
FAIM
537
Financial Advocates Investment Management
Washington
$240K -$43.3K -207 -16%
TAM
538
Tiverton Asset Management
Delaware
$238K
TCOV
539
Trust Company of Vermont
Vermont
$238K +$9.84K +47 +5%
CAM
540
Columbia Asset Management
Michigan
$238K +$68K +325 +42%
CFGS
541
Concourse Financial Group Securities
Alabama
$237K
WPP
542
Whalerock Point Partners
Rhode Island
$236K +$227K +1,085 New
LFG
543
LifePlan Financial Group
Ohio
$235K
SWM
544
SeaCrest Wealth Management
New York
$232K -$2.09K -10 -0.9%
CCM
545
Covington Capital Management
California
$230K +$41.9K +200 +23%
CAM
546
Cozad Asset Management
Illinois
$229K -$25.1K -120 -10%
PCFFS
547
Pacific Center for Financial Services
California
$229K
P
548
Pitcairn
Pennsylvania
$229K +$6.28K +30 +3%
ACM
549
Advisors Capital Management
New Jersey
$227K +$217K +1,039 New
CCM
550
Crabel Capital Management
California
$227K +$218K +1,044 New

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.