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Extra Space Storage

445 hedge funds and large institutions have $13.1B invested in Extra Space Storage in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 168 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $47.6M | Put options by funds: $40.1M

16% more capital invested

Capital invested by funds: $11.2B → $13.1B (+$1.84B)

1.44% more ownership

Funds ownership: 99.59%101.02% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 167

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 464445 (-19)

27% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 60

Holders
445
Holders Change
-19
Holders Change %
-4.09%
% of All Funds
9.63%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
44
Increased
168
Reduced
167
Closed
60
Calls
$47.6M
Puts
$40.1M
Net Calls
+$7.52M
Net Calls Change
+$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
B
226
BP
United Kingdom
$1.32M
Squarepoint
227
Squarepoint
New York
$1.32M -$4.15M -43,258 -77%
Kayne Anderson Rudnick Investment Management
228
Kayne Anderson Rudnick Investment Management
California
$1.31M -$145K -1,507 -10%
TRSOTSOK
229
Teachers Retirement System of the State of Kentucky
Kentucky
$1.29M -$144K -1,500 -11%
CIP
230
Convergence Investment Partners
Florida
$1.28M +$1.21M +12,585 New
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$1.28M +$42.4K +441 +4%
LTFS
232
Ladenburg Thalmann Financial Services
Florida
$1.26M +$200K +2,083 +20%
SFM
233
Signet Financial Management
New Jersey
$1.26M -$50.5K -526 -4%
KWILP
234
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.25M +$1.18M +12,277 New
JAM
235
JLP Asset Management
New York
$1.24M +$6.72K +70 +0.6%
PFC
236
Phocas Financial Corp
California
$1.22M -$5.67K -59 -0.5%
MCIM
237
Meadow Creek Investment Management
Georgia
$1.21M +$2.69K +28 +0.2%
ClearBridge Investments
238
ClearBridge Investments
New York
$1.19M
PCM
239
Penserra Capital Management
California
$1.18M -$321K -3,340 -23%
SLAM
240
Swiss Life Asset Management
$1.18M +$147K +1,531 +15%
SAM
241
Shell Asset Management
Netherlands
$1.14M
TFCM
242
Taylor Frigon Capital Management
Arizona
$1.12M -$46.3K -482 -4%
UCFA
243
United Capital Financial Advisors
Texas
$1.12M +$80.8K +841 +8%
CS
244
Candriam SCA
Luxembourg
$1.1M -$202K -2,104 -16%
QI
245
QS Investors
New York
$1.1M -$960 -10 -0.1%
GHA
246
GW Henssler & Associates
Georgia
$1.09M
Public Sector Pension Investment Board (PSP Investments)
247
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.09M +$403K +4,200 +65%
PP
248
Palladium Partners
Virginia
$1.09M -$279K -2,900 -21%
V
249
Veritable
Delaware
$1.07M -$193K -2,010 -16%
NMERB
250
New Mexico Educational Retirement Board
New Mexico
$1.07M -$28.8K -300 -3%

EXR Hedge Fund Activity: Q1 2019 in Review

445 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2019, worth a combined $13.1B — up 16% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of EXR and 44 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 168 added.

The largest buyer was Cohen & Steers, adding an estimated $156M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $81.1M.

  • 445 institutional investors held Extra Space Storage (EXR) as of Q1 2019, down from 464 in Q4 2018.
  • Funds reported $13.1B of Extra Space Storage stock for Q1 2019, up 16% quarter-over-quarter.
  • 44 funds opened new Extra Space Storage positions in Q1 2019 and 60 closed out, a net change of -16 holders.
  • The largest Extra Space Storage buyer in Q1 2019 was Cohen & Steers, an estimated $156M added.
  • The largest Extra Space Storage seller in Q1 2019 was CBRE Investment Management Listed Real Assets, an estimated $81.1M sold.

Based on aggregated 13F filings for Q1 2019.