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Public Storage
PSA

Overview Fund Activity

704 hedge funds and large institutions have $28.5B invested in Public Storage in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 233 increasing their positions, 258 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+23
Holders Change %
+3.38%
% of All Funds
15.71%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
92
Increased
233
Reduced
258
Closed
62
Calls
$162M
Puts
$133M
Net Calls
+$29.4M
Net Calls Change
+$30.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$428M
2
Victory Capital Management
Victory Capital Management
Texas
+$150M
3
AAMU
APG Asset Management US
New York
+$120M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$112M
5
APG Asset Management
APG Asset Management
Netherlands
+$107M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$359M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$347M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$320M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$227M
5
Parnassus Investments
Parnassus Investments
California
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
551
Quad-Cities Investment Group
Iowa
$134K – – –
RFC
552
Regions Financial Corp
Alabama
$133K – – –
CT
553
Clearstead Trust
Maine
$132K – – –
BAM
554
Barrett Asset Management
New York
$132K – – –
SIS
555
Sound Income Strategies
Florida
$131K +$29.5K +145 +29%
PCG
556
Private Capital Group
Connecticut
$130K -$51.6K -255 -28%
CTC
557
Central Trust Company
Missouri
$130K -$10.4K -51 -7%
SBL
558
Sargent Bickham Lagudis
Colorado
$130K +$2.42K +12 +2%
CAL
559
Capital Advisors Ltd
Ohio
$112K – – –
PVH
560
Psagot Value Holdings
Israel
$111K +$111K +550 New
CLOS
561
Compagnie Lombard Odier SCmA
Switzerland
$109K +$7.31K +36 +7%
TL
562
TrueWealth LLC
Georgia
$108K -$113K – –
VNA
563
Valley National Advisers
Pennsylvania
$106K +$3.85K +19 +4%
MFW
564
Mosaic Family Wealth
Missouri
$104K – – –
SCM
565
Silvant Capital Management
Georgia
$102K – – –
AIS
566
Accurate Investment Solutions
Pennsylvania
$101K – – –
CFA
567
Carroll Financial Associates
North Carolina
$93K +$194 +1 +0.2%
RWA
568
Ropes Wealth Advisors
Massachusetts
$91K -$10.1K -50 -10%
QCG
569
Quadrant Capital Group
Ohio
$91K +$572 +3 +0.6%
AIA
570
Alera Investment Advisors
Illinois
$91K +$91K +451 New
FHA
571
First Horizon Advisors
Tennessee
$90K -$4.83K -24 -5%
TVWM
572
Tower View Wealth Management
Wisconsin
$90K +$3.86K +19 +4%
GLI
573
Guardian Life Insurance
New York
$85K – – –
KA
574
Kaizen Advisory
Illinois
$85K +$16K +79 +23%
SLF
575
Sun Life Financial
Ontario, Canada
$84K +$610 +3 +0.7%
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