We are live on ! Find out more
EXR icon

Extra Space Storage

483 hedge funds and large institutions have $13.7B invested in Extra Space Storage in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 163 increasing their positions, 196 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $5.72M

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $11.6B → $13.7B (+$2.09B)

3% more funds holding

Funds holding: 467483 (+16)

0.5% less ownership

Funds ownership: 99.86%99.36% (-0.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 196

Holders
483
Holders Change
+16
Holders Change %
+3.43%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
57
Increased
163
Reduced
196
Closed
36
Calls
$23.8M
Puts
$5.72M
Net Calls
+$18M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
$1.53M -$459K -4,437 -24%
SNBOSD
227
Security National Bank of So Dak
Iowa
$1.48M -$2.38K -23 -0.2%
EBT
228
Enterprise Bank & Trust
Massachusetts
$1.48M
HIMCH
229
Hartford Investment Management Co (HIMCO)
Connecticut
$1.44M -$53.2K -515 -4%
JAM
230
JLP Asset Management
New York
$1.44M -$1.57M -15,190 -53%
AIM
231
Achmea Investment Management
Netherlands
$1.42M -$1.54M -14,897 -53%
VIA
232
Vident Investment Advisory
Georgia
$1.42M -$60.6K -586 -4%
NB
233
Norinchukin Bank
Japan
$1.4M +$44.4K +430 +3%
CBT
234
Capital Bank & Trust
California
$1.4M -$9.51K -92 -0.7%
AIL
235
AGF Investments LLC
Ontario, Canada
$1.37M +$34.5K +334 +3%
RIM
236
Redpoint Investment Management
Australia
$1.37M -$865K -8,368 -40%
SNBOSCI
237
Security National Bank of Sioux City Iowa
Iowa
$1.31M -$34.1K -330 -3%
DIA
238
Dana Investment Advisors
Wisconsin
$1.3M +$31.7K +307 +3%
COPPSERS
239
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.28M +$473K +4,578 +62%
AC
240
Athanor Capital
New York
$1.26M +$835K +8,082 +218%
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$1.25M -$4.1M -39,621 -77%
LIA
242
LS Investment Advisors
Michigan
$1.25M -$153K -1,479 -11%
Canada Pension Plan Investment Board
243
Canada Pension Plan Investment Board
Ontario, Canada
$1.24M -$31.5M -304,348 -96%
UCFA
244
United Capital Financial Advisors
Texas
$1.24M -$94.9K -918 -7%
TRSOTSOK
245
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M -$136K -1,313 -10%
DILIC
246
Dai-ichi Life Insurance Company
Japan
$1.23M
N
247
Natixis
France
$1.23M -$647K -6,261 -35%
OAM
248
Oppenheimer Asset Management
New York
$1.23M -$282K -2,730 -19%
Man Group
249
Man Group
United Kingdom
$1.22M +$1.18M +11,376 New
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$1.21M +$20.5K +198 +2%

EXR Hedge Fund Activity: Q3 2020 in Review

483 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2020, worth a combined $13.7B — up 18% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXR positions and 36 closed out — a net gain of 21 holders — while 163 added to existing stakes and 196 trimmed.

The largest buyer was Capital World Investors, adding an estimated $109M. The largest seller was Cohen & Steers, cutting an estimated $216M.

  • 483 institutional investors held Extra Space Storage (EXR) as of Q3 2020, up from 467 in Q2 2020.
  • Funds reported $13.7B of Extra Space Storage stock for Q3 2020, up 18% quarter-over-quarter.
  • 57 funds opened new Extra Space Storage positions in Q3 2020 and 36 closed out, a net change of +21 holders.
  • The largest Extra Space Storage buyer in Q3 2020 was Capital World Investors, an estimated $109M added.
  • The largest Extra Space Storage seller in Q3 2020 was Cohen & Steers, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2020.