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Public Storage

677 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 241 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

1% more funds holding

Funds holding: 673677 (+4)

0.29% more ownership

Funds ownership: 81.77%82.06% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less capital invested

Capital invested by funds: $29.7B → $28.6B (-$1.1B)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 253

48% less call options, than puts

Call options by funds: $83.5M | Put options by funds: $161M

Holders
677
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
15.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
83
Increased
241
Reduced
253
Closed
76
Calls
$83.5M
Puts
$161M
Net Calls
-$77.2M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
651
Avantax Planning Partners
Iowa
$4K +$3.9K +20 New
JAM
652
JCIC Asset Management
Ontario, Canada
$4K +$3.9K +20 New
OIA
653
Optimum Investment Advisors
Illinois
$4K +$3.9K +20 New
BC
654
Bartlett & Co
Ohio
$3K -$29.8K -153 -92%
PW
655
Price Wealth
Texas
$3K -$3.12K -16 -50%
PFGIA
656
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$779 +4 +36%
IFAM
657
Institutional & Family Asset Management
Colorado
$3K +$2.73K +14 New
RWP
658
RWA Wealth Partners
Massachusetts
$3K +$2.92K +15 New
JA
659
JOYN Advisors
Georgia
$3K +$3.31K +17 New
BCWM
660
Bartlett & Co Wealth Management
Ohio
$2.81K +$2.73K +14 New
Nomura Holdings
661
Nomura Holdings
Japan
$2.36K +$429K +2,200 +23%
ED
662
Exane Derivatives
France
$2.02K +$195 +1 +11%
BWM
663
Baystate Wealth Management
Massachusetts
$2K -$11.9K -61 -86%
AC
664
Avestar Capital
New York
$2K -$8.77K -45 -74%
CHC
665
City Holding Co
West Virginia
$2K
CB
666
Community Bank
New York
$2K
TIM
667
Tortoise Investment Management
New York
$2K
HIM
668
Hillsdale Investment Management
Ontario, Canada
$2K +$584 +3 +43%
ACM
669
Aviance Capital Management
Florida
$2K +$1.75K +9 New
ML
670
McAdam LLC
Pennsylvania
$2K +$2.14K +11 New
BBHC
671
Brown Brothers Harriman & Co
New York
$1K -$6.62K -34 -85%
LFA
672
Legacy Financial Advisors
Kentucky
$1K -$2.53K -13 -72%
SWMG
673
Signature Wealth Management Group
Georgia
$1K -$779 -4 -57%
GWS
674
Glassman Wealth Services
Virginia
$1K -$195 -1 -25%
GI
675
Gradient Investments
Minnesota
$1K -$195 -1 -20%

PSA Hedge Fund Activity: Q1 2018 in Review

677 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2018, worth a combined $28.6B — down 3.7% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PSA positions and 76 closed out — a net gain of 7 holders — while 241 added to existing stakes and 253 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $250M.

  • 677 institutional investors held Public Storage (PSA) as of Q1 2018, up from 673 in Q4 2017.
  • Funds reported $28.6B of Public Storage stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 83 funds opened new Public Storage positions in Q1 2018 and 76 closed out, a net change of +7 holders.
  • The largest Public Storage buyer in Q1 2018 was Fidelity Investments, an estimated $202M added.
  • The largest Public Storage seller in Q1 2018 was Vanguard Group, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2018.