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Public Storage

683 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 275 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% less ownership

Funds ownership: 82.1%81.19% (-0.91%)

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $65.7M

1% less funds holding

Funds holding: 692683 (-9)

12% less capital invested

Capital invested by funds: $32.3B → $28.6B (-$3.74B)

19% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 275

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
683
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
15.61%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
54
Increased
223
Reduced
275
Closed
55
Calls
$64.2M
Puts
$65.7M
Net Calls
-$1.48M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4B -$1.22M -5,661 -0%
BlackRock
2
BlackRock
New York
$3.16B +$62.7M +290,505 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.8B +$73.3M +339,772 +4%
State Street
4
State Street
Massachusetts
$1.79B +$80.4M +372,676 +4%
Capital World Investors
5
Capital World Investors
California
$1.43B -$240M -1,113,012 -14%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.19B -$176M -814,570 -12%
AAMU
7
APG Asset Management US
New York
$873M -$7.99M -37,000 -0.8%
JP Morgan Chase
8
JP Morgan Chase
New York
$679M -$216M -999,179 -23%
Invesco
9
Invesco
Georgia
$584M -$119M -552,806 -16%
Northern Trust
10
Northern Trust
Illinois
$492M -$18.4M -85,448 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$476M +$12.4M +57,564 +3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$474M +$3.95M +18,311 +0.8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$459M +$30.9M +143,081 +7%
Parnassus Investments
14
Parnassus Investments
California
$395M -$4.97M -23,015 -1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$359M -$24M -111,428 -6%
Charles Schwab
16
Charles Schwab
California
$332M +$20M +92,835 +6%
Federated Hermes
17
Federated Hermes
Pennsylvania
$319M +$20.9M +96,804 +7%
LIMS
18
Lasalle Investment Management Securities
Maryland
$316M +$17.2M +79,860 +5%
PI
19
PGGM Investments
Netherlands
$315M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$308M -$11M -51,051 -3%
Ameriprise
21
Ameriprise
Minnesota
$300M -$7.74M -35,851 -3%
Goldman Sachs
22
Goldman Sachs
New York
$292M +$30.8M +142,869 +11%
Norges Bank
23
Norges Bank
Norway
$281M +$1.81M +8,377 +0.6%
SCRM
24
Security Capital Research & Management
Illinois
$273M -$13.7M -63,656 -4%
BC
25
Brookfield Corp
Ontario, Canada
$263M +$2.5M +11,600 +0.9%

PSA Hedge Fund Activity: Q3 2018 in Review

683 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2018, worth a combined $28.6B — down 12% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PSA and 54 opened new positions — a net loss of 1 holder — while 275 trimmed existing stakes and 223 added.

The largest buyer was Jupiter Investment Management, adding an estimated $146M. The largest seller was Capital World Investors, cutting an estimated $240M.

  • 683 institutional investors held Public Storage (PSA) as of Q3 2018, down from 692 in Q2 2018.
  • Funds reported $28.6B of Public Storage stock for Q3 2018, down 12% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q3 2018 and 55 closed out, a net change of -1 holder.
  • The largest Public Storage buyer in Q3 2018 was Jupiter Investment Management, an estimated $146M added.
  • The largest Public Storage seller in Q3 2018 was Capital World Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2018.