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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
FMII
676
Farmers & Merchants Investments Inc
Nebraska
$15K +$2.09K +10 +17%
HWA
677
Heritage Wealth Advisors
Virginia
$14.4K +$13.8K +66 New
BFEC
678
Benjamin F. Edwards & Company
Missouri
$14K
PB
679
Pinnacle Bancorp
Nebraska
$13K
HGWM
680
Harvest Group Wealth Management
Massachusetts
$13K +$12.1K +58 New
SCM
681
Shelton Capital Management
Colorado
$12.5K +$355K +1,695 +164%
TWA
682
TCI Wealth Advisors
Arizona
$12K -$628 -3 -5%
LWM
683
Lenox Wealth Management
Ohio
$11K -$63.6K -304 -86%
WAS
684
WESPAC Advisors SoCal
California
$10K
WPA
685
West Paces Advisors
Georgia
$9.58K
CIA
686
CSat Investment Advisory
Michigan
$9K +$419 +2 +5%
IWP
687
Icon Wealth Partners
Texas
$9K +$8.37K +40 New
ADL
688
Asset Dedication LLC
California
$8K
CFN
689
Cordasco Financial Network
Florida
$8K
EFSCE
690
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
TFO
691
Tarbox Family Office
California
$8K
BWM
692
Baystate Wealth Management
Massachusetts
$8K +$5.23K +25 +250%
OFW
693
Omnia Family Wealth
Florida
$8K +$7.33K +35 New
CI
694
CX Institutional
Indiana
$8K +$8.16K +39 New
PWMG
695
Prestige Wealth Management Group
New Jersey
$7K -$20.3K -97 Closed
ST
696
Smithfield Trust
Pennsylvania
$7K
GSWM
697
Golden State Wealth Management
California
$7K +$6.49K +31 New
RCAG
698
Rehmann Capital Advisory Group
Michigan
$6.11K +$1.67K +8 +40%
FHA
699
Flagship Harbor Advisors
Massachusetts
$6K
JFA
700
JNBA Financial Advisors
Minnesota
$6K

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.