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Public Storage
PSA

Overview Fund Activity

724 hedge funds and large institutions have $30.9B invested in Public Storage in 2019 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 273 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+20
Holders Change %
+2.84%
% of All Funds
15.69%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.33%
New
85
Increased
273
Reduced
230
Closed
58
Calls
$183M
Puts
$107M
Net Calls
+$75.6M
Net Calls Change
+$46.2M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$795M
2
State Street
State Street
Massachusetts
+$301M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$260M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$193M
5
CIM
Centersquare Investment Management
Pennsylvania
+$98.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$686M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$652M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$170M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$164M
5
JIM
Jupiter Investment Management
United Kingdom
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
601
Accurate Investment Solutions
Pennsylvania
$109K – – –
Acadian Asset Management
602
Acadian Asset Management
Massachusetts
$107K +$107K +490 New
CFA
603
Carroll Financial Associates
North Carolina
$104K – – –
FHA
604
First Horizon Advisors
Tennessee
$100K +$2.4K +11 +2%
GWS
605
Glassman Wealth Services
Virginia
$100K +$100K +458 New
CFD
606
Creative Financial Designs
Indiana
$97K +$34.8K +160 +56%
GLI
607
Guardian Life Insurance
New York
$94K +$2.18K +10 +2%
RWA
608
Ropes Wealth Advisors
Massachusetts
$93K -$5.47K -25 -6%
BBNA
609
Bremer Bank National Association
Minnesota
$90K +$90K +405 New
IA
610
IFP Advisors
Florida
$87K -$2.04M -9,405 -96%
TFA
611
Toth Financial Advisory
Virginia
$87K – – –
HRC
612
Hoertkorn Richard Charles
$78K – – –
APA
613
American Portfolios Advisors
New York
$77.7K +$6.53K +30 +9%
WF
614
WealthTrust Fairport
Ohio
$77K +$875 +4 +1%
MCM
615
Manchester Capital Management
Vermont
$76K -$79K – –
HDIM
616
Hanson & Doremus Investment Management
Vermont
$74K – – –
Rockefeller Capital Management
617
Rockefeller Capital Management
New York
$74K +$59.5K +275 +410%
DWM
618
Destination Wealth Management
California
$72K – – –
CHP
619
Cable Hill Partners
Oregon
$71K – – –
BFC
620
Bedel Financial Consulting
Indiana
$69K – – –
SFSIG
621
San Francisco Sentry Investment Group
California
$67K -$2.83K -13 -4%
TFS
622
TrustCore Financial Services
Tennessee
$66K – – –
TNBTD
623
Trustmark National Bank Trust Department
Mississippi
$65K – – –
KTC
624
Kistler-Tiffany Companies
Pennsylvania
$65K – – –
NSB
625
Norway Savings Bank
Maine
$65K – – –
23 24
25
26 27