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Public Storage

677 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 241 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

1% more funds holding

Funds holding: 673677 (+4)

0.29% more ownership

Funds ownership: 81.77%82.06% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less capital invested

Capital invested by funds: $29.7B → $28.6B (-$1.1B)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 253

48% less call options, than puts

Call options by funds: $83.5M | Put options by funds: $161M

Holders
677
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
15.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
83
Increased
241
Reduced
253
Closed
76
Calls
$83.5M
Puts
$161M
Net Calls
-$77.2M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.23B -$250M -1,285,047 -6%
BlackRock
2
BlackRock
New York
$3.04B -$9.33M -47,905 -0.3%
State Street
3
State Street
Massachusetts
$1.74B -$23.6M -120,974 -1%
Capital World Investors
4
Capital World Investors
California
$1.69B +$56.7M +291,000 +4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.67B +$177M +909,974 +12%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.13B +$202M +1,039,166 +23%
AAMU
7
APG Asset Management US
New York
$875M
JP Morgan Chase
8
JP Morgan Chase
New York
$794M +$99M +507,928 +15%
Invesco
9
Invesco
Georgia
$686M +$115M +588,252 +21%
Northern Trust
10
Northern Trust
Illinois
$510M -$2.46M -12,627 -0.5%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$463M +$13.2M +67,635 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$454M +$17.4M +89,281 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$407M +$25.4M +130,462 +7%
Parnassus Investments
14
Parnassus Investments
California
$397M +$9.14M +46,911 +2%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$360M -$3.93M -20,161 -1%
SCRM
16
Security Capital Research & Management
Illinois
$343M +$34.4M +176,711 +12%
Morgan Stanley
17
Morgan Stanley
New York
$328M -$122M -624,210 -28%
PI
18
PGGM Investments
Netherlands
$313M +$21.4M +110,000 +8%
LIMS
19
Lasalle Investment Management Securities
Maryland
$311M -$24.4M -125,469 -7%
Federated Hermes
20
Federated Hermes
Pennsylvania
$307M +$32.2M +165,161 +12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$306M -$85.9M -440,936 -22%
Charles Schwab
22
Charles Schwab
California
$300M +$16.6M +85,454 +6%
Goldman Sachs
23
Goldman Sachs
New York
$284M -$93.6M -480,350 -25%
Norges Bank
24
Norges Bank
Norway
$277M +$1.8M +9,249 +0.7%
Ameriprise
25
Ameriprise
Minnesota
$255M +$18.7M +95,788 +8%

PSA Hedge Fund Activity: Q1 2018 in Review

677 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2018, worth a combined $28.6B — down 3.7% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PSA positions and 76 closed out — a net gain of 7 holders — while 241 added to existing stakes and 253 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $250M.

  • 677 institutional investors held Public Storage (PSA) as of Q1 2018, up from 673 in Q4 2017.
  • Funds reported $28.6B of Public Storage stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 83 funds opened new Public Storage positions in Q1 2018 and 76 closed out, a net change of +7 holders.
  • The largest Public Storage buyer in Q1 2018 was Fidelity Investments, an estimated $202M added.
  • The largest Public Storage seller in Q1 2018 was Vanguard Group, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2018.