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Public Storage

739 hedge funds and large institutions have $34.5B invested in Public Storage in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 228 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

90% more call options, than puts

Call options by funds: $325M | Put options by funds: $171M

22% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 228

6% more funds holding

Funds holding: 699739 (+40)

1% more capital invested

Capital invested by funds: $34B → $34.5B (+$481M)

1.35% less ownership

Funds ownership: 81.88%80.53% (-1.3%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
739
Holders Change
+40
Holders Change %
+5.72%
% of All Funds
16.21%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
89
Increased
279
Reduced
228
Closed
45
Calls
$325M
Puts
$171M
Net Calls
+$154M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
601
IHT Wealth Management
Illinois
$218K +$223K +890 New
HH
602
Hilltop Holdings
Texas
$216K -$13.8K -55 -6%
CAC
603
Certified Advisory Corp
Florida
$207K +$251 +1 +0.1%
EWM
604
Empirical Wealth Management
Washington
$207K +$212K +846 New
RA
605
Rational Advisors
New York
$202K -$1.4M -5,558 -87%
AS
606
Altshuler Shaham
Israel
$201K +$205K +816 +16,320%
MWM
607
Mission Wealth Management
California
$200K -$570K -2,270 -74%
AW
608
Alpha Windward
Massachusetts
$194K +$251 +1 +0.1%
AssetMark Inc
609
AssetMark Inc
California
$193K +$196K +779 +11,129%
SFS
610
Sowell Financial Services
Arkansas
$185K +$189K +753 New
LC
611
Lindbrook Capital
California
$180K +$2.76K +11 +2%
BAMG
612
Brand Asset Management Group
Missouri
$179K -$19.3K -77 -10%
WAM
613
Wolverine Asset Management
Illinois
$178K +$183K +728 New
CFA
614
Carroll Financial Associates
North Carolina
$175K
PR
615
Payden & Rygel
California
$172K
TVWM
616
Tower View Wealth Management
Wisconsin
$171K +$18.8K +75 +12%
RP
617
Rowlandmiller & Partners
Georgia
$165K
ARMT
618
Amica Retiree Medical Trust
Rhode Island
$164K -$7.78K -31 -4%
SIS
619
Sound Income Strategies
Florida
$160K +$502 +2 +0.3%
CT
620
Clearstead Trust
Maine
$159K
PCG
621
Private Capital Group
Connecticut
$157K +$83.1K +331 +107%
WCG
622
Weaver Consulting Group
California
$152K
QCIG
623
Quad-Cities Investment Group
Iowa
$147K
SBL
624
Sargent Bickham Lagudis
Colorado
$141K -$23.4K -93 -14%
WT
625
Whittier Trust
California
$141K +$2.51K +10 +2%

PSA Hedge Fund Activity: Q3 2019 in Review

739 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2019, worth a combined $34.5B — up 1.4% from $34B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new PSA positions and 45 closed out — a net gain of 44 holders — while 279 added to existing stakes and 228 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Cohen & Steers, cutting an estimated $1.05B.

  • 739 institutional investors held Public Storage (PSA) as of Q3 2019, up from 699 in Q2 2019.
  • Funds reported $34.5B of Public Storage stock for Q3 2019, up 1.4% quarter-over-quarter.
  • 89 funds opened new Public Storage positions in Q3 2019 and 45 closed out, a net change of +44 holders.
  • The largest Public Storage buyer in Q3 2019 was Bank of America, an estimated $327M added.
  • The largest Public Storage seller in Q3 2019 was Cohen & Steers, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2019.