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Extra Space Storage

482 hedge funds and large institutions have $14.8B invested in Extra Space Storage in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 191 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $4.44M | Put options by funds: $3.74M

8% more capital invested

Capital invested by funds: $13.7B → $14.8B (+$1.11B)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 176

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 483482 (-1)

0.55% less ownership

Funds ownership: 99.36%98.81% (-0.55%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
482
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
191
Reduced
176
Closed
51
Calls
$4.44M
Puts
$3.74M
Net Calls
+$695K
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSD
226
Security National Bank of So Dak
Iowa
$1.61M +$15.9K +140 +1%
BF
227
BOK Financial
Oklahoma
$1.57M -$574K -5,042 -27%
CBT
228
Capital Bank & Trust
California
$1.51M -$114 -1 -0%
DIA
229
Dana Investment Advisors
Wisconsin
$1.5M +$88.4K +776 +6%
NB
230
Norinchukin Bank
Japan
$1.49M -$29.3K -257 -2%
VIA
231
Vident Investment Advisory
Georgia
$1.49M -$46.3K -407 -3%
M&T Bank
232
M&T Bank
New York
$1.47M -$352K -3,092 -20%
EGM
233
Engineers Gate Manager
New York
$1.46M +$933K +8,192 +186%
II
234
IFM Investors
Australia
$1.41M +$163K +1,428 +13%
SNBOSCI
235
Security National Bank of Sioux City Iowa
Iowa
$1.38M -$33K -290 -2%
PWA
236
Physician Wealth Advisors
Utah
$1.37M +$190K +1,666 +17%
VI
237
Vestcor Inc
New Brunswick, Canada
$1.34M +$1.01M +8,908 +333%
DILIC
238
Dai-ichi Life Insurance Company
Japan
$1.34M
OAM
239
Oppenheimer Asset Management
New York
$1.33M +$228 +2 +0%
ZIM
240
Zacks Investment Management
Illinois
$1.32M +$1.3M +11,390 New
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$1.31M -$46.5K -408 -3%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$1.31M -$1.48K -13 -0.1%
Jane Street
243
Jane Street
New York
$1.3M +$161K +1,418 +14%
SOAMC
244
Spirit of America Management Corp
New York
$1.28M
Public Sector Pension Investment Board (PSP Investments)
245
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.27M -$535K -4,699 -30%
JAM
246
JLP Asset Management
New York
$1.25M -$304K -2,670 -20%
RJFSA
247
Raymond James Financial Services Advisors
Florida
$1.24M +$61.7K +542 +5%
FWCM
248
Ferguson Wellman Capital Management
Oregon
$1.24M -$17.1K -150 -1%
LIA
249
LS Investment Advisors
Michigan
$1.23M -$120K -1,053 -9%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$1.22M -$114K -1,000 -9%

EXR Hedge Fund Activity: Q4 2020 in Review

482 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2020, worth a combined $14.8B — up 8.1% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXR positions and 51 closed out — a net gain of 4 holders — while 191 added to existing stakes and 176 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $148M. The largest seller was Capital World Investors, cutting an estimated $207M.

  • 482 institutional investors held Extra Space Storage (EXR) as of Q4 2020, down from 483 in Q3 2020.
  • Funds reported $14.8B of Extra Space Storage stock for Q4 2020, up 8.1% quarter-over-quarter.
  • 55 funds opened new Extra Space Storage positions in Q4 2020 and 51 closed out, a net change of +4 holders.
  • The largest Extra Space Storage buyer in Q4 2020 was Cohen & Steers, an estimated $148M added.
  • The largest Extra Space Storage seller in Q4 2020 was Capital World Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.