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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
$1.29B
2
State Street
State Street
Massachusetts
$2.29B
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$397M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$658M
5
CIM
Centersquare Investment Management
Pennsylvania
$199M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$470M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.53B
4
Capital Research Global Investors
Capital Research Global Investors
California
$73.9M
5
JIM
Jupiter Investment Management
United Kingdom
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
651
Aspire Private Capital
North Carolina
$36K +$25.2K +116 +232%
SMFS
652
Squar Milner Financial Services
California
$35K – – –
PCG
653
Private Capital Group
Connecticut
$34K -$106K -486 -76%
PCP
654
Proficio Capital Partners
Massachusetts
$32K -$215 -1 -0.7%
Loomis, Sayles & Company
655
Loomis, Sayles & Company
Massachusetts
$32K – – –
OAJ
656
Ogorek Anthony Joseph
New York
$30K +$217 +1 +0.7%
AWM
657
Avior Wealth Management
Nebraska
$28K -$2.78K -13 -9%
DAM
658
Delta Asset Management
Tennessee
$28K – – –
FC
659
Ferris Capital
Massachusetts
$28K – – –
IFAM
660
Institutional & Family Asset Management
Colorado
$25K -$63.6K -290 -72%
MA
661
MUFG Americas
New York
$24K -$26.4K -120 -52%
SIAS
662
Shine Investment Advisory Services
Colorado
$24K – – –
WAP
663
Wealthcare Advisory Partners
Pennsylvania
$23K -$48.6K -222 -68%
MSA
664
Marino Stram & Associates
Massachusetts
$22K – – –
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K – – –
FANJ
666
Financial Architects (New Jersey)
New Jersey
$22K – – –
VEA
667
Virtus ETF Advisers
New York
$22K – – –
CCMW
668
Cypress Capital Management (Wyoming)
Wyoming
$21K – – –
CH
669
Canton Hathaway
Rhode Island
$21K – – –
MFBTD
670
MB Financial Bank - Trust Department
Illinois
$19K +$19K +87 New
EARNEST Partners
671
EARNEST Partners
Georgia
$17K – – –
BL
672
Balentine LLC
Georgia
$15K -$6K -28 -29%
WAS
673
Winch Advisory Services
Wisconsin
$15K – – –
FMII
674
Farmers & Merchants Investments Inc
Nebraska
$15K +$2.21K +10 +17%
HWA
675
Heritage Wealth Advisors
Virginia
$14.4K +$14.4K +66 New
25 26
27
28 29