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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
SNBOSCI
251
Security National Bank of Sioux City Iowa
Iowa
$1.07M -$646K -6,726 -39%
D.E. Shaw & Co
252
D.E. Shaw & Co
New York
$1.05M -$12.9M -134,130 -93%
CCM
253
Coldstream Capital Management
Washington
$1.05M -$62.5K -651 -6%
PIA
254
Piedmont Investment Advisors
North Carolina
$999K +$26.2K +273 +3%
WAM
255
World Asset Management
Michigan
$986K -$576 -6 -0.1%
II
256
IFM Investors
Australia
$955K +$141K +1,467 +19%
EP
257
Elkfork Partners
Oregon
$948K +$2.11K +22 +0.2%
LIM
258
Loudon Investment Management
New Hampshire
$933K -$4.13K -43 -0.5%
CWM
259
Confluence Wealth Management
Oregon
$923K +$30.4K +316 +4%
CM
260
Capital Management
Virginia
$902K
PA
261
Profund Advisors
Maryland
$888K +$279K +2,909 +50%
O
262
OppenheimerFunds
New York
$862K -$129K -1,343 -14%
AAM
263
Azzad Asset Management
Virginia
$829K +$21.6K +225 +3%
VF
264
Virtu Financial
New York
$824K +$777K +8,085 New
BG
265
Bahl & Gaynor
Ohio
$821K -$30.3K -315 -4%
RA
266
RMR Advisors
Massachusetts
$806K
B
267
Barings
North Carolina
$805K -$59.2M -616,491 -99%
PI
268
Putnam Investments
Massachusetts
$801K -$56.7K -590 -7%
RCM
269
Riverhead Capital Management
Delaware
$760K
COPPSERS
270
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$758K +$51.9K +540 +8%
SI
271
Stephens Inc
Arkansas
$741K -$61.2K -637 -8%
HAM
272
Highstreet Asset Management
Ontario, Canada
$733K -$204K -2,124 -23%
AA
273
ALPS Advisors
Colorado
$726K -$35.6K -371 -5%
CTA
274
Chesley Taft & Associates
Illinois
$713K -$21.6K -225 -3%
TAM
275
Tyers Asset Management
Texas
$690K +$1.54K +16 +0.2%

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.