We are live on ! Find out more
PSA icon

Public Storage

699 hedge funds and large institutions have $34B invested in Public Storage in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $268M | Put options by funds: $130M

10% more capital invested

Capital invested by funds: $30.9B → $34B (+$3.09B)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 250

0.5% more ownership

Funds ownership: 81.38%81.88% (+0.5%)

4% less funds holding

Funds holding: 726699 (-27)

25% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 72

Holders
699
Holders Change
-27
Holders Change %
-3.72%
% of All Funds
15.18%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
54
Increased
262
Reduced
250
Closed
72
Calls
$268M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
551
Ritholtz Wealth Management
New York
$225K -$65.6K -286 -23%
PI
552
PineBridge Investments
New York
$224K -$3.82M -16,639 -95%
HH
553
Hilltop Holdings
Texas
$223K -$87.2K -380 -29%
DADC
554
D.A. Davidson & Co
Montana
$221K -$155K -674 -42%
SBSB
555
Sullivan, Bruyette, Speros & Blaney
Virginia
$221K
HB
556
Homrich & Berg
Georgia
$220K +$211K +922 New
S
557
SimplyRich
California
$217K +$209K +910 New
SCA
558
Spearhead Capital Advisors
Florida
$215K +$207K +902 New
AIM
559
Anchor Investment Management
South Carolina
$214K
NA
560
NewEdge Advisors
Louisiana
$214K +$206K +897 New
HIMC
561
Heritage Investors Management Corp
Maryland
$214K +$206K +900 New
WAM
562
Weiss Asset Management
Massachusetts
$208K -$22.9K -100 -10%
TNBTD
563
Trustmark National Bank Trust Department
Mississippi
$202K +$125K +545 +182%
CAC
564
Certified Advisory Corp
Florida
$201K
FA
565
FDx Advisors
Illinois
$200K +$193K +840 New
ARMC
566
American Research & Management Company
Massachusetts
$194K
BAMG
567
Brand Asset Management Group
Missouri
$192K -$25K -109 -12%
AW
568
Alpha Windward
Massachusetts
$192K +$459 +2 +0.3%
EH
569
Employers Holdings
Nevada
$191K +$183K +800 New
LC
570
Lindbrook Capital
California
$172K
CFA
571
Carroll Financial Associates
North Carolina
$170K +$54.1K +236 +49%
CI
572
CX Institutional
Indiana
$168K +$153K +666 +1,708%
ARMT
573
Amica Retiree Medical Trust
Rhode Island
$167K
PR
574
Payden & Rygel
California
$167K
RP
575
Rowlandmiller & Partners
Georgia
$160K

PSA Hedge Fund Activity: Q2 2019 in Review

699 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2019, worth a combined $34B — up 10% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of PSA and 54 opened new positions — a net loss of 18 holders — while 250 trimmed existing stakes and 262 added.

The largest buyer was Cohen & Steers, adding an estimated $491M. The largest seller was PGGM Investments, cutting an estimated $216M.

  • 699 institutional investors held Public Storage (PSA) as of Q2 2019, down from 726 in Q1 2019.
  • Funds reported $34B of Public Storage stock for Q2 2019, up 10% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q2 2019 and 72 closed out, a net change of -18 holders.
  • The largest Public Storage buyer in Q2 2019 was Cohen & Steers, an estimated $491M added.
  • The largest Public Storage seller in Q2 2019 was PGGM Investments, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.