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Extra Space Storage

459 hedge funds and large institutions have $12.3B invested in Extra Space Storage in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $5.46M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.89% less ownership

Funds ownership: 99.85%98.95% (-0.89%)

7% less funds holding

Funds holding: 494459 (-35)

10% less capital invested

Capital invested by funds: $13.6B → $12.3B (-$1.36B)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

38% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 76

Holders
459
Holders Change
-35
Holders Change %
-7.09%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
47
Increased
166
Reduced
189
Closed
76
Calls
$9.28M
Puts
$5.46M
Net Calls
+$3.83M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
276
RMR Advisors
Massachusetts
$757K
TFCM
277
Taylor Frigon Capital Management
Arizona
$751K +$10K +96 +1%
UR
278
USCA RIA
Texas
$744K +$111K +1,065 +16%
LIM
279
Loudon Investment Management
New Hampshire
$725K -$12.3K -118 -2%
AIL
280
AGF Investments LLC
Ontario, Canada
$710K -$77.4K -743 -9%
SS
281
Simplicity Solutions
Minnesota
$705K +$292K +2,808 +62%
VI
282
Versor Investments
New York
$695K +$756K +7,259 New
B
283
Barings
North Carolina
$672K -$1.12M -10,761 -61%
NMIMC
284
Northwestern Mutual Investment Management Company
Wisconsin
$648K +$181K +1,738 +35%
Wolverine Trading
285
Wolverine Trading
Illinois
$647K -$1.42M -13,683 -67%
GHA
286
GW Henssler & Associates
Georgia
$615K -$30.9K -297 -4%
CWA
287
Clarus Wealth Advisors
Arizona
$612K +$6.77K +65 +1%
LCM
288
Logan Capital Management
Pennsylvania
$610K -$5.83K -56 -0.9%
Nordea Investment Management
289
Nordea Investment Management
Sweden
$606K +$55.2K +530 +9%
HFAS
290
Hummer Financial Advisory Services
Illinois
$603K -$104K -1,000 -14%
PI
291
Putnam Investments
Massachusetts
$597K -$61.1K -587 -9%
S
292
Seeyond
France
$591K +$211K +2,031 +9%
FWIA
293
Fort Washington Investment Advisors
Ohio
$578K +$104K +1,000 +20%
ECM
294
Everence Capital Management
Indiana
$577K
DI
295
DFPG Investments
Utah
$576K +$645K +6,194 New
WC
296
Winmill & Co
New York
$575K
WAM
297
World Asset Management
Michigan
$571K -$315K -3,028 -34%
Susquehanna International Group
298
Susquehanna International Group
Pennsylvania
$570K -$3.84M -36,895 -86%
Acadian Asset Management
299
Acadian Asset Management
Massachusetts
$552K +$601K +5,769 New
AIC
300
Archer Investment Corporation
Indiana
$546K +$62.9K +604 +12%

EXR Hedge Fund Activity: Q1 2020 in Review

459 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2020, worth a combined $12.3B — down 10% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXR and 47 opened new positions — a net loss of 29 holders — while 189 trimmed existing stakes and 166 added.

The largest buyer was PGGM Investments, adding an estimated $134M. The largest seller was Goldman Sachs, cutting an estimated $123M.

  • 459 institutional investors held Extra Space Storage (EXR) as of Q1 2020, down from 494 in Q4 2019.
  • Funds reported $12.3B of Extra Space Storage stock for Q1 2020, down 10% quarter-over-quarter.
  • 47 funds opened new Extra Space Storage positions in Q1 2020 and 76 closed out, a net change of -29 holders.
  • The largest Extra Space Storage buyer in Q1 2020 was PGGM Investments, an estimated $134M added.
  • The largest Extra Space Storage seller in Q1 2020 was Goldman Sachs, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2020.