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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
TCM
651
Tradewinds Capital Management
Washington
$11K
AssetMark Inc
652
AssetMark Inc
California
$10K
TFO
653
Tarbox Family Office
California
$10K
GI
654
Gradient Investments
Minnesota
$10K +$10.1K +47 +1,175%
WAS
655
WESPAC Advisors SoCal
California
$10K +$10.8K +50 New
PSC
656
Prentiss Smith & Co
Vermont
$9K
RMAM
657
Raab & Moskowitz Asset Management
New Jersey
$9K +$10.6K +49 New
WPA
658
West Paces Advisors
Georgia
$8.87K
TAIM
659
TD Ameritrade Investment Management
Nebraska
$8K +$4.1K +19 +100%
WSTAM
660
Wilbanks Smith & Thomas Asset Management
Virginia
$8K +$8.85K +41 New
SWA
661
Sutton Wealth Advisors
Florida
$7.46K
ADL
662
Asset Dedication LLC
California
$7K
CIA
663
CSat Investment Advisory
Michigan
$7K +$1.73K +8 +32%
JWA
664
JFS Wealth Advisors
Pennsylvania
$7K +$7.99K +37 New
TPWA
665
TRUE Private Wealth Advisors
Oregon
$6.65K +$7.12K +33 New
MPWT
666
MassMutual Private Wealth & Trust
Connecticut
$5.85K
WC
667
Whitney & Co
New York
$5K +$5.4K +25 New
SJIM
668
St. Johns Investment Management
Florida
$5K +$5.83K +27 New
RCAG
669
Rehmann Capital Advisory Group
Michigan
$4.84K -$11.7K -54 -69%
VFA
670
Valeo Financial Advisors
Indiana
$4K -$1.94K -9 -32%
JAM
671
JCIC Asset Management
Ontario, Canada
$4K
OIA
672
Optimum Investment Advisors
Illinois
$4K
AC
673
Avestar Capital
New York
$4K +$647 +3 +13%
HIM
674
Hillsdale Investment Management
Ontario, Canada
$3K
IFAM
675
Institutional & Family Asset Management
Colorado
$3K

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.