We are live on ! Find out more
PSA icon

Public Storage

699 hedge funds and large institutions have $34B invested in Public Storage in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $268M | Put options by funds: $130M

10% more capital invested

Capital invested by funds: $30.9B → $34B (+$3.09B)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 250

0.5% more ownership

Funds ownership: 81.38%81.88% (+0.5%)

4% less funds holding

Funds holding: 726699 (-27)

25% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 72

Holders
699
Holders Change
-27
Holders Change %
-3.72%
% of All Funds
15.18%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
54
Increased
262
Reduced
250
Closed
72
Calls
$268M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
676
JNBA Financial Advisors
Minnesota
$6K
SJIM
677
St. Johns Investment Management
Florida
$6K
EWA
678
Evolution Wealth Advisors
Florida
$6K +$5.73K +25 New
PMFA
679
Plante Moran Financial Advisors
Michigan
$6K +$5.73K +25 New
MWM
680
Merriman Wealth Management
Washington
$5.37K +$7.11K +31 +1%
JAM
681
JCIC Asset Management
Ontario, Canada
$5K
OIA
682
Optimum Investment Advisors
Illinois
$5K
POIA
683
Pin Oak Investment Advisors
Texas
$5K
SMFS
684
Squar Milner Financial Services
California
$4K -$34.4K -150 -91%
HIM
685
Hillsdale Investment Management
Ontario, Canada
$4K
RIA
686
RPG Investment Advisory
California
$4K
BCWM
687
Bartlett & Co Wealth Management
Ohio
$3.33K
AC
688
Avestar Capital
New York
$3K
BC
689
Bartlett & Co
Ohio
$3K
GI
690
Gradient Investments
Minnesota
$3K
GFPC
691
Global Financial Private Capital
Florida
$3K +$3.21K +14 New
BWM
692
Baystate Wealth Management
Massachusetts
$2K -$5.73K -25 -71%
AssetMark Inc
693
AssetMark Inc
California
$2K
TIM
694
Tortoise Investment Management
New York
$2K
LHC
695
Little House Capital
Massachusetts
$1.04K +$141K +613 +17%
TWA
696
TCI Wealth Advisors
Arizona
$1K -$11K -48 -89%
CAGAS
697
Capital Advisory Group Advisory Services
Minnesota
$1K
VFA
698
Valeo Financial Advisors
Indiana
$1K
AS
699
Altshuler Shaham
Israel
$1K +$1.15K +5 New
GT
700
Glenmede Trust
Pennsylvania
$575 -$1.44M -6,267 -72%

PSA Hedge Fund Activity: Q2 2019 in Review

699 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2019, worth a combined $34B — up 10% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of PSA and 54 opened new positions — a net loss of 18 holders — while 250 trimmed existing stakes and 262 added.

The largest buyer was Cohen & Steers, adding an estimated $491M. The largest seller was PGGM Investments, cutting an estimated $216M.

  • 699 institutional investors held Public Storage (PSA) as of Q2 2019, down from 726 in Q1 2019.
  • Funds reported $34B of Public Storage stock for Q2 2019, up 10% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q2 2019 and 72 closed out, a net change of -18 holders.
  • The largest Public Storage buyer in Q2 2019 was Cohen & Steers, an estimated $491M added.
  • The largest Public Storage seller in Q2 2019 was PGGM Investments, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.