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Public Storage

516 hedge funds and large institutions have $24.8B invested in Public Storage in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 187 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $65M | Put options by funds: $36.4M

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

1.58% more ownership

Funds ownership: 77.32%78.89% (+1.6%)

1% more funds holding

Funds holding: 509516 (+7)

1% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

6% less capital invested

Capital invested by funds: $26.3B → $24.8B (-$1.49B)

Holders
516
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
13.9%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
45
Increased
188
Reduced
187
Closed
33
Calls
$65M
Puts
$36.4M
Net Calls
+$28.5M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.51B -$139M -727,084 -4%
State Street
2
State Street
Massachusetts
$1.57B +$375M +1,955,839 +30%
Cohen & Steers
3
Cohen & Steers
New York
$1.27B +$43.8M +228,135 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.17B +$122M +634,507 +11%
BIT
5
BlackRock Institutional Trust
California
$1.06B -$4.28M -22,330 -0.4%
AAMU
6
APG Asset Management US
New York
$774M -$8.34M -43,500 -1%
BFA
7
BlackRock Fund Advisors
California
$742M -$58.4M -304,519 -7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$735M +$9.7M +50,561 +1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$732M -$7.54M -39,313 -1%
Invesco
10
Invesco
Georgia
$605M -$276M -1,436,720 -30%
Morgan Stanley
11
Morgan Stanley
New York
$596M +$48.1M +250,581 +8%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$518M +$61.8M +322,395 +13%
LIMS
13
Lasalle Investment Management Securities
Maryland
$509M +$68M +354,391 +15%
Northern Trust
14
Northern Trust
Illinois
$428M -$4.99M -25,995 -1%
Capital World Investors
15
Capital World Investors
California
$413M
Principal Financial Group
16
Principal Financial Group
Iowa
$397M +$138M +720,848 +50%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$391M -$960K -5,003 -0.2%
CIMLRA
18
CBRE Investment Management Listed Real Assets
Pennsylvania
$382M +$90.4M +471,429 +29%
BG
19
BlackRock Group
United Kingdom
$375M +$6.2M +32,317 +2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$338M +$1.33M +6,909 +0.4%
SAMC
21
Shinko Asset Management Company
Japan
$336M -$50.9M -265,424 -13%
JP Morgan Chase
22
JP Morgan Chase
New York
$323M +$136M +707,074 +68%
Capital Research Global Investors
23
Capital Research Global Investors
California
$285M -$28.8M -150,000 -9%
ACM
24
AEW Capital Management
Massachusetts
$267M +$5.75M +30,000 +2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$266M +$11.9M +62,172 +4%

PSA Hedge Fund Activity: Q2 2015 in Review

516 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2015, worth a combined $24.8B — down 5.7% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PSA positions and 33 closed out — a net gain of 12 holders — while 188 added to existing stakes and 187 trimmed.

The largest buyer was State Street, adding an estimated $375M. The largest seller was Invesco, cutting an estimated $276M.

  • 516 institutional investors held Public Storage (PSA) as of Q2 2015, up from 509 in Q1 2015.
  • Funds reported $24.8B of Public Storage stock for Q2 2015, down 5.7% quarter-over-quarter.
  • 45 funds opened new Public Storage positions in Q2 2015 and 33 closed out, a net change of +12 holders.
  • The largest Public Storage buyer in Q2 2015 was State Street, an estimated $375M added.
  • The largest Public Storage seller in Q2 2015 was Invesco, an estimated $276M sold.

Based on aggregated 13F filings for Q2 2015.