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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
CGH
251
Crossmark Global Holdings
Texas
$1.22M -$50.1K -440 -4%
BCM
252
Brasada Capital Management
Texas
$1.21M +$40.4K +355 +4%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$1.18M +$368K +3,235 +47%
ClearBridge Investments
254
ClearBridge Investments
New York
$1.17M -$34.2K -300 -3%
OPERF
255
Oregon Public Employees Retirement Fund
Oregon
$1.17M -$35.1K -308 -3%
AI
256
Atria Investments
North Carolina
$1.17M -$57.2K -502 -5%
MYAM
257
Meiji Yasuda Asset Management
Japan
$1.16M +$19.4K +170 +2%
SI
258
Stephens Inc
Arkansas
$1.16M -$70.4K -618 -6%
AC
259
Athanor Capital
New York
$1.15M -$212K -1,859 -16%
AWM
260
AE Wealth Management
Kansas
$1.14M +$102K +894 +10%
Commonwealth Equity Services
261
Commonwealth Equity Services
Massachusetts
$1.11M +$747K +6,561 +219%
AIC
262
Aurora Investment Counsel
Georgia
$1.11M -$1.94K -17 -0.2%
SS
263
Simplicity Solutions
Minnesota
$1.1M +$96.5K +847 +10%
CCM
264
Coldstream Capital Management
Washington
$1.09M +$18.6K +163 +2%
AQR Capital Management
265
AQR Capital Management
Connecticut
$1.08M +$91.8K +806 +9%
WG
266
Winton Group
United Kingdom
$1.06M -$1.49M -13,095 -59%
ACM
267
AlphaCrest Capital Management
New York
$1.03M +$283K +2,482 +39%
CM
268
Capital Management
Virginia
$1.02M
TFCM
269
Taylor Frigon Capital Management
Arizona
$998K -$9.45K -83 -1%
UCFA
270
United Capital Financial Advisors
Texas
$997K -$341K -2,997 -26%
IG
271
ING Group
Netherlands
$993K +$651K +5,715 +200%
AII
272
AGF Investments Inc
Ontario, Canada
$980K -$268K -2,356 -22%
CCM
273
Cox Capital Management
Massachusetts
$976K +$22.2K +195 +2%
NMERB
274
New Mexico Educational Retirement Board
New Mexico
$962K
AMI
275
Amica Mutual Insurance
Rhode Island
$946K -$248K -2,177 -21%

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.