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Public Storage

739 hedge funds and large institutions have $34.5B invested in Public Storage in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 228 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

90% more call options, than puts

Call options by funds: $325M | Put options by funds: $171M

22% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 228

6% more funds holding

Funds holding: 699739 (+40)

1% more capital invested

Capital invested by funds: $34B → $34.5B (+$481M)

1.35% less ownership

Funds ownership: 81.88%80.53% (-1.3%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
739
Holders Change
+40
Holders Change %
+5.72%
% of All Funds
16.21%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
89
Increased
279
Reduced
228
Closed
45
Calls
$325M
Puts
$171M
Net Calls
+$154M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
701
Glassman Wealth Services
Virginia
$12K
LWM
702
Lenox Wealth Management
Ohio
$12K
GEA
703
Glen Eagle Advisors
New Jersey
$11K +$3.77K +15 +50%
EFSCE
704
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
WPA
705
West Paces Advisors
Georgia
$10.8K
PO
706
Private Ocean
California
$10K +$9.54K +38 New
IRC
707
Investors Research Corp
Georgia
$10K +$10K +40 New
ADL
708
Asset Dedication LLC
California
$9K
CFN
709
Cordasco Financial Network
Florida
$9K
TFO
710
Tarbox Family Office
California
$9K
OIA
711
Optimum Investment Advisors
Illinois
$9K +$4.27K +17 +85%
GSWM
712
Golden State Wealth Management
California
$8K
PWMG
713
Prestige Wealth Management Group
New Jersey
$8K +$7.78K +31 New
SJIM
714
St. Johns Investment Management
Florida
$7K
SB
715
Strategic Blueprint
Georgia
$7K +$6.78K +27 New
SWA
716
Sutton Wealth Advisors
Florida
$6.38K
Rockefeller Capital Management
717
Rockefeller Capital Management
New York
$6K -$11.3K -45 -64%
EWA
718
Evolution Wealth Advisors
Florida
$6K
JFA
719
JNBA Financial Advisors
Minnesota
$6K
ACA
720
Atlas Capital Advisors
Wyoming
$5.39K +$5.52K +22 New
JAM
721
JCIC Asset Management
Ontario, Canada
$5K
POIA
722
Pin Oak Investment Advisors
Texas
$5K
GI
723
Gradient Investments
Minnesota
$5K +$1.76K +7 +50%
ECM
724
EII Capital Management
New York
$4.11K -$126K -503 -3%
HIM
725
Hillsdale Investment Management
Ontario, Canada
$4K

PSA Hedge Fund Activity: Q3 2019 in Review

739 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2019, worth a combined $34.5B — up 1.4% from $34B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new PSA positions and 45 closed out — a net gain of 44 holders — while 279 added to existing stakes and 228 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Cohen & Steers, cutting an estimated $1.05B.

  • 739 institutional investors held Public Storage (PSA) as of Q3 2019, up from 699 in Q2 2019.
  • Funds reported $34.5B of Public Storage stock for Q3 2019, up 1.4% quarter-over-quarter.
  • 89 funds opened new Public Storage positions in Q3 2019 and 45 closed out, a net change of +44 holders.
  • The largest Public Storage buyer in Q3 2019 was Bank of America, an estimated $327M added.
  • The largest Public Storage seller in Q3 2019 was Cohen & Steers, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2019.