We are live on ! Find out more
PSA icon

Public Storage

673 hedge funds and large institutions have $29.7B invested in Public Storage in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 58

25% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 205

7% more funds holding

Funds holding: 628673 (+45)

0.73% more ownership

Funds ownership: 81.04%81.77% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less capital invested

Capital invested by funds: $30.2B → $29.7B (-$440M)

10% less call options, than puts

Call options by funds: $124M | Put options by funds: $138M

Holders
673
Holders Change
+45
Holders Change %
+7.17%
% of All Funds
15.26%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
107
Increased
257
Reduced
205
Closed
58
Calls
$124M
Puts
$138M
Net Calls
-$14M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
601
Royal Fund Management
Florida
$40K
PFBT
602
Parkside Financial Bank & Trust
Missouri
$38K +$23.7K +112 +162%
AWM
603
Aevitas Wealth Management
Massachusetts
$38K +$38.7K +183 New
BC
604
Bartlett & Co
Ohio
$35K +$35.3K +167 New
AWM
605
Avior Wealth Management
Nebraska
$33K +$4.02K +19 +14%
FPS
606
Fieldpoint Private Securities
Connecticut
$33K +$12.3K +58 +58%
EFSCE
607
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
SIAS
608
Shine Investment Advisory Services
Colorado
$30K
KA
609
Kaizen Advisory
Illinois
$30K +$30.2K +143 New
DAM
610
Delta Asset Management
Tennessee
$29K -$423 -2 -1%
WWMSC
611
Wagner Wealth Management (South Carolina)
South Carolina
$28K +$24.3K +115 New
AIM
612
Advantage Investment Management
Iowa
$27K -$3.17K -15 -11%
OAJ
613
Ogorek Anthony Joseph
New York
$27K +$211 +1 +0.8%
WTB
614
Washington Trust Bank
Washington
$26K
CIBC Private Wealth Group
615
CIBC Private Wealth Group
Georgia
$26K +$26.4K +125 New
DSI
616
Daiwa SB Investments
Japan
$25K +$4.23K +20 +20%
GT
617
Greenleaf Trust
Michigan
$22K
LWCFA
618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K -$211 -1 -1%
VIA
619
Vantage Investment Advisors
Pennsylvania
$21K
MSA
620
Marino Stram & Associates
Massachusetts
$21K +$21.6K +102 New
AIM
621
Anchor Investment Management
South Carolina
$20.9K
CCMW
622
Cypress Capital Management (Wyoming)
Wyoming
$20K
GBBWRPM
623
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$20K
PCP
624
Proficio Capital Partners
Massachusetts
$20K +$2.33K +11 +13%
TFO
625
Tarbox Family Office
California
$19K +$9.51K +45 +96%