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Extra Space Storage

459 hedge funds and large institutions have $12.3B invested in Extra Space Storage in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $5.46M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.89% less ownership

Funds ownership: 99.85%98.95% (-0.89%)

7% less funds holding

Funds holding: 494459 (-35)

10% less capital invested

Capital invested by funds: $13.6B → $12.3B (-$1.36B)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

38% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 76

Holders
459
Holders Change
-35
Holders Change %
-7.09%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
47
Increased
166
Reduced
189
Closed
76
Calls
$9.28M
Puts
$5.46M
Net Calls
+$3.83M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSD
226
Security National Bank of So Dak
Iowa
$1.29M -$42.7K -410 -3%
Public Sector Pension Investment Board (PSP Investments)
227
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.24M -$962K -9,240 -42%
Natixis Advisors
228
Natixis Advisors
Massachusetts
$1.24M +$36.7K +352 +3%
NB
229
Norinchukin Bank
Japan
$1.24M -$577K -5,545 -30%
TRSOTSOK
230
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M
CS
231
Candriam SCA
Luxembourg
$1.23M
SNBOSCI
232
Security National Bank of Sioux City Iowa
Iowa
$1.22M +$342K +3,280 +35%
Wealthfront Advisers
233
Wealthfront Advisers
California
$1.21M -$458K -4,400 -26%
LIA
234
LS Investment Advisors
Michigan
$1.21M -$111K -1,067 -8%
SOAMC
235
Spirit of America Management Corp
New York
$1.19M -$31.2K -300 -2%
LSC
236
Lyon Street Capital
California
$1.18M +$1.28M +12,300 New
DIA
237
Dana Investment Advisors
Wisconsin
$1.17M -$85.6K -822 -6%
OPERF
238
Oregon Public Employees Retirement Fund
Oregon
$1.15M -$25.3K -243 -2%
UCFA
239
United Capital Financial Advisors
Texas
$1.15M +$21.8K +209 +2%
DILIC
240
Dai-ichi Life Insurance Company
Japan
$1.13M
QI
241
QS Investors
New York
$1.11M -$750K -7,199 -38%
PIA
242
Piedmont Investment Advisors
North Carolina
$1.09M +$148K +1,421 +14%
OTPPB
243
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.09M -$1.87M -17,998 -61%
Stifel Financial
244
Stifel Financial
Missouri
$1.08M -$324K -3,112 -21%
ClearBridge Investments
245
ClearBridge Investments
New York
$1.06M -$45.8K -440 -4%
RJFSA
246
Raymond James Financial Services Advisors
Florida
$1.05M -$122K -1,172 -10%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$1.05M -$231K -2,218 -17%
CGH
248
Crossmark Global Holdings
Texas
$1.03M +$27.7K +266 +3%
OSIA
249
O'Shares Investment Advisers
Massachusetts
$1.01M -$1.15K -11 -0.1%
AWM
250
Adams Wealth Management
Utah
$1M -$178K -1,705 -14%

EXR Hedge Fund Activity: Q1 2020 in Review

459 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2020, worth a combined $12.3B — down 10% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXR and 47 opened new positions — a net loss of 29 holders — while 189 trimmed existing stakes and 166 added.

The largest buyer was PGGM Investments, adding an estimated $134M. The largest seller was Goldman Sachs, cutting an estimated $123M.

  • 459 institutional investors held Extra Space Storage (EXR) as of Q1 2020, down from 494 in Q4 2019.
  • Funds reported $12.3B of Extra Space Storage stock for Q1 2020, down 10% quarter-over-quarter.
  • 47 funds opened new Extra Space Storage positions in Q1 2020 and 76 closed out, a net change of -29 holders.
  • The largest Extra Space Storage buyer in Q1 2020 was PGGM Investments, an estimated $134M added.
  • The largest Extra Space Storage seller in Q1 2020 was Goldman Sachs, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2020.