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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
AWM
651
Aevitas Wealth Management
Massachusetts
$39K
GCM
652
Gables Capital Management
Florida
$38K
APC
653
Aspire Private Capital
North Carolina
$36K +$24.3K +116 +232%
SMFS
654
Squar Milner Financial Services
California
$35K
PCG
655
Private Capital Group
Connecticut
$34K -$102K -486 -76%
PCP
656
Proficio Capital Partners
Massachusetts
$32K -$209 -1 -0.7%
Loomis, Sayles & Company
657
Loomis, Sayles & Company
Massachusetts
$32K
OAJ
658
Ogorek Anthony Joseph
New York
$30K +$209 +1 +0.7%
AWM
659
Avior Wealth Management
Nebraska
$28K -$2.72K -13 -9%
DAM
660
Delta Asset Management
Tennessee
$28K
FC
661
Ferris Capital
Massachusetts
$28K
IFAM
662
Institutional & Family Asset Management
Colorado
$25K -$60.7K -290 -72%
MA
663
MUFG Americas
New York
$24K -$25.1K -120 -52%
SIAS
664
Shine Investment Advisory Services
Colorado
$24K
WAP
665
Wealthcare Advisory Partners
Pennsylvania
$23K -$46.5K -222 -68%
FANJ
666
Financial Architects (New Jersey)
New Jersey
$22K
LWCFA
667
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K
MSA
668
Marino Stram & Associates
Massachusetts
$22K
VEA
669
Virtus ETF Advisers
New York
$22K
CH
670
Canton Hathaway
Rhode Island
$21K
CCMW
671
Cypress Capital Management (Wyoming)
Wyoming
$21K
MFBTD
672
MB Financial Bank - Trust Department
Illinois
$19K +$18.2K +87 New
EARNEST Partners
673
EARNEST Partners
Georgia
$17K
BL
674
Balentine LLC
Georgia
$15K -$5.86K -28 -29%
WAS
675
Winch Advisory Services
Wisconsin
$15K

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.