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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.96B +$32.5M +129,282 +0.6%
BlackRock
2
BlackRock
New York
$3.97B +$62.6M +249,273 +2%
State Street
3
State Street
Massachusetts
$2.72B +$26.5M +105,425 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.59B -$58M -231,140 -3%
AAMU
5
APG Asset Management US
New York
$970M -$19.6M -78,000 -2%
Cohen & Steers
6
Cohen & Steers
New York
$949M -$1.05B -4,180,592 -52%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$880M -$94.7M -377,148 -10%
JP Morgan Chase
8
JP Morgan Chase
New York
$825M -$155M -618,418 -16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$723M +$29.9M +119,022 +4%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$683M +$78.3M +311,801 +13%
Northern Trust
11
Northern Trust
Illinois
$588M +$14.9M +59,291 +3%
Bank of America
12
Bank of America
North Carolina
$587M +$327M +1,303,988 +120%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$575M +$621K +2,474 +0.1%
Goldman Sachs
14
Goldman Sachs
New York
$502M +$158M +628,313 +44%
Capital World Investors
15
Capital World Investors
California
$477M -$3.34M -13,300 -0.7%
Charles Schwab
16
Charles Schwab
California
$462M +$14.5M +57,694 +3%
Invesco
17
Invesco
Georgia
$447M -$108M -431,441 -19%
Legal & General Group
18
Legal & General Group
United Kingdom
$398M +$24M +95,762 +6%
N
19
Nuveen
North Carolina
$393M -$36.4M -144,983 -8%
Renaissance Technologies
20
Renaissance Technologies
New York
$373M +$13M +51,834 +4%
Norges Bank
21
Norges Bank
Norway
$372M
Daiwa Securities Group
22
Daiwa Securities Group
Japan
$345M -$190M -756,717 -35%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$337M -$11.7M -46,514 -3%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$322M +$24.7M +98,293 +8%
UBS AM
25
UBS AM
Illinois
$314M +$15.4M +61,273 +5%

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.