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
NSIM
601
North Star Investment Management
Illinois
$54K
MWM
602
Mascoma Wealth Management
New Hampshire
$52K
GAM
603
Gemmer Asset Management
California
$49K
RFA
604
Reilly Financial Advisors
California
$47K
CWA
605
Clarus Wealth Advisors
Arizona
$46K +$863 +4 +2%
SIM
606
Sonora Investment Management
Arizona
$45K
CGT
607
Capital Guardian Trust
California
$45K +$47.7K +221 New
WT
608
Whittier Trust
California
$44K
TC
609
Truvestments Capital
Florida
$44K +$47.5K +220 New
IDBONY
610
Israel Discount Bank of New York
New York
$41K -$59.4K -275 -57%
PFBT
611
Parkside Financial Bank & Trust
Missouri
$40K +$216 +1 +0.5%
RFM
612
Royal Fund Management
Florida
$39K +$216 +1 +0.5%
AWM
613
Aevitas Wealth Management
Massachusetts
$37K
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K -$20.1K -93 -35%
JA
615
JOYN Advisors
Georgia
$35K -$1.51K -7 -4%
GCM
616
Gables Capital Management
Florida
$35K
CFG
617
Citizens Financial Group
Rhode Island
$34K
CBT
618
Capital Bank & Trust
California
$33K +$35.8K +166 New
FC
619
Ferris Capital
Massachusetts
$29K -$5.4K -25 -15%
ST
620
Smithfield Trust
Pennsylvania
$29K -$1.29K -6 -4%
Loomis, Sayles & Company
621
Loomis, Sayles & Company
Massachusetts
$29K -$1.08K -5 -3%
AWM
622
Avior Wealth Management
Nebraska
$29K +$216 +1 +0.7%
DAM
623
Delta Asset Management
Tennessee
$28K
HNB
624
Huntington National Bank
Ohio
$27K -$6.26K -29 -18%
OAJ
625
Ogorek Anthony Joseph
New York
$27K +$216 +1 +0.7%

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.