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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
MFW
601
Mosaic Family Wealth
Missouri
$112K
SCM
602
Silvant Capital Management
Georgia
$110K
AIS
603
Accurate Investment Solutions
Pennsylvania
$109K
Acadian Asset Management
604
Acadian Asset Management
Massachusetts
$107K +$103K +490 New
CFA
605
Carroll Financial Associates
North Carolina
$104K
FHA
606
First Horizon Advisors
Tennessee
$100K +$2.3K +11 +2%
GWS
607
Glassman Wealth Services
Virginia
$100K +$95.8K +458 New
CFD
608
Creative Financial Designs
Indiana
$97K +$33.5K +160 +56%
GLI
609
Guardian Life Insurance
New York
$94K +$2.09K +10 +2%
RWA
610
Ropes Wealth Advisors
Massachusetts
$93K -$5.23K -25 -6%
BBNA
611
Bremer Bank National Association
Minnesota
$90K +$84.8K +405 New
IA
612
IFP Advisors
Florida
$87K -$1.97M -9,405 -96%
TFA
613
Toth Financial Advisory
Virginia
$87K
HRC
614
Hoertkorn Richard Charles
$78K
APA
615
American Portfolios Advisors
New York
$77.7K +$6.28K +30 +9%
WF
616
WealthTrust Fairport
Ohio
$77K +$837 +4 +1%
MCM
617
Manchester Capital Management
Vermont
$76K
HDIM
618
Hanson & Doremus Investment Management
Vermont
$74K
Rockefeller Capital Management
619
Rockefeller Capital Management
New York
$74K +$57.5K +275 +410%
DWM
620
Destination Wealth Management
California
$72K
CHP
621
Cable Hill Partners
Oregon
$71K
BFC
622
Bedel Financial Consulting
Indiana
$69K
SFSIG
623
San Francisco Sentry Investment Group
California
$67K -$2.72K -13 -4%
TFS
624
TrustCore Financial Services
Tennessee
$66K
KTC
625
Kistler-Tiffany Companies
Pennsylvania
$65K

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.