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Extra Space Storage

521 hedge funds and large institutions have $17.2B invested in Extra Space Storage in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $6.38M

110% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 39

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 159

16% more capital invested

Capital invested by funds: $14.8B → $17.2B (+$2.38B)

8% more funds holding

Funds holding: 482521 (+39)

1.64% less ownership

Funds ownership: 98.81%97.18% (-1.6%)

Holders
521
Holders Change
+39
Holders Change %
+8.09%
% of All Funds
9.15%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
82
Increased
212
Reduced
159
Closed
39
Calls
$14.4M
Puts
$6.38M
Net Calls
+$8.02M
Net Calls Change
+$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
AlphaCrest Capital Management
New York
$1.9M +$664K +5,481 +62%
WAM
227
Weiss Asset Management
Massachusetts
$1.9M +$1.74M +14,356 New
HIMCH
228
Hartford Investment Management Co (HIMCO)
Connecticut
$1.9M -$50K -413 -3%
EVM
229
Eaton Vance Management
Massachusetts
$1.88M -$3.57M -29,526 -68%
SNBOSD
230
Security National Bank of So Dak
Iowa
$1.88M +$26.6K +220 +2%
CBT
231
Capital Bank & Trust
California
$1.85M +$108K +888 +7%
DF
232
Donoghue Forlines
Massachusetts
$1.84M +$1.68M +13,854 New
II
233
IFM Investors
Australia
$1.82M +$186K +1,536 +13%
BF
234
BOK Financial
Oklahoma
$1.81M +$8.23K +68 +0.5%
M&T Bank
235
M&T Bank
New York
$1.78M +$82.6K +682 +5%
SNBOSCI
236
Security National Bank of Sioux City Iowa
Iowa
$1.76M +$165K +1,364 +11%
VI
237
Vestcor Inc
New Brunswick, Canada
$1.76M +$206K +1,698 +15%
NB
238
Norinchukin Bank
Japan
$1.75M +$39.1K +323 +3%
DIA
239
Dana Investment Advisors
Wisconsin
$1.73M +$14.5K +120 +0.9%
VIA
240
Vident Investment Advisory
Georgia
$1.69M -$6.42K -53 -0.4%
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$1.69M +$173K +1,431 +13%
CWM
242
CIBC World Markets
New York
$1.67M -$11M -90,819 -88%
Public Sector Pension Investment Board (PSP Investments)
243
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.66M +$184K +1,519 +14%
CIBC World Market
244
CIBC World Market
Ontario, Canada
$1.63M +$1.49M +12,291 New
Caisse de Depot et Placement du Quebec (CDPQ)
245
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.62M +$1.48M +12,198 New
OAM
246
Oppenheimer Asset Management
New York
$1.57M +$37.4K +309 +3%
VEA
247
Virtus ETF Advisers
New York
$1.56M +$1.43M +11,807 New
AWM
248
AE Wealth Management
Kansas
$1.56M +$240K +1,979 +20%
PWA
249
Physician Wealth Advisors
Utah
$1.56M
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$1.53M +$167K +1,380 +14%

EXR Hedge Fund Activity: Q1 2021 in Review

521 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2021, worth a combined $17.2B — up 16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EXR positions and 39 closed out — a net gain of 43 holders — while 212 added to existing stakes and 159 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $87.2M. The largest seller was PGGM Investments, cutting an estimated $149M.

  • 521 institutional investors held Extra Space Storage (EXR) as of Q1 2021, up from 482 in Q4 2020.
  • Funds reported $17.2B of Extra Space Storage stock for Q1 2021, up 16% quarter-over-quarter.
  • 82 funds opened new Extra Space Storage positions in Q1 2021 and 39 closed out, a net change of +43 holders.
  • The largest Extra Space Storage buyer in Q1 2021 was Massachusetts Financial Services, an estimated $87.2M added.
  • The largest Extra Space Storage seller in Q1 2021 was PGGM Investments, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.