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Extra Space Storage

467 hedge funds and large institutions have $11.6B invested in Extra Space Storage in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 167 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $7.65M

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

2% more funds holding

Funds holding: 459467 (+8)

0.91% more ownership

Funds ownership: 98.95%99.86% (+0.91%)

7% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 180

6% less capital invested

Capital invested by funds: $12.3B → $11.6B (-$688M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
467
Holders Change
+8
Holders Change %
+1.74%
% of All Funds
9.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
67
Increased
167
Reduced
180
Closed
57
Calls
$10.7M
Puts
$7.65M
Net Calls
+$3.05M
Net Calls Change
-$781K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
276
Palladium Partners
Virginia
$909K -$6.97K -75 -0.8%
PRWA
277
Platte River Wealth Advisors
Colorado
$889K +$859K +9,241 New
CCM
278
Coldstream Capital Management
Washington
$852K +$22.1K +238 +3%
AIC
279
Aurora Investment Counsel
Georgia
$835K -$2.7K -29 -0.3%
SLAM
280
Swiss Life Asset Management
$827K -$872K -9,380 -51%
AII
281
AGF Investments Inc
Ontario, Canada
$822K -$15.3K -165 -2%
CM
282
Capital Management
Virginia
$817K
AWM
283
Adams Wealth Management
Utah
$812K -$155K -1,672 -16%
NMERB
284
New Mexico Educational Retirement Board
New Mexico
$804K +$55.8K +600 +7%
TFCM
285
Taylor Frigon Capital Management
Arizona
$789K +$64.4K +693 +9%
WS
286
Wedbush Securities
California
$767K -$27.7K -298 -3%
AB
287
Amalgamated Bank
New York
$750K -$1.15M -12,343 -60%
CCM
288
Cox Capital Management
Massachusetts
$742K +$747K +8,035 New
AIC
289
Archer Investment Corporation
Indiana
$733K +$207K +2,228 +39%
RA
290
RMR Advisors
Massachusetts
$731K
PFC
291
Phocas Financial Corp
California
$727K -$6.97K -75 -0.9%
TFA
292
Transamerica Financial Advisors
Florida
$725K +$729K +7,839 New
UR
293
USCA RIA
Texas
$717K -$1.39K -15 -0.2%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$699K -$267K -2,874 -28%
LIM
295
Loudon Investment Management
New Hampshire
$697K -$2.32K -25 -0.3%
TRCT
296
Tower Research Capital (TRC)
New York
$693K +$666K +7,165 +2,139%
Lido Advisors
297
Lido Advisors
California
$685K +$689K +7,416 New
COPPSERS
298
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$682K -$83K -893 -11%
B
299
Barings
North Carolina
$672K
ACM
300
AlphaCrest Capital Management
New York
$670K -$192K -2,064 -22%

EXR Hedge Fund Activity: Q2 2020 in Review

467 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2020, worth a combined $11.6B — down 5.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EXR positions and 57 closed out — a net gain of 10 holders — while 167 added to existing stakes and 180 trimmed.

The largest buyer was Capital World Investors, adding an estimated $98.1M. The largest seller was Massachusetts Financial Services, cutting an estimated $77.5M.

  • 467 institutional investors held Extra Space Storage (EXR) as of Q2 2020, up from 459 in Q1 2020.
  • Funds reported $11.6B of Extra Space Storage stock for Q2 2020, down 5.6% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q2 2020 and 57 closed out, a net change of +10 holders.
  • The largest Extra Space Storage buyer in Q2 2020 was Capital World Investors, an estimated $98.1M added.
  • The largest Extra Space Storage seller in Q2 2020 was Massachusetts Financial Services, an estimated $77.5M sold.

Based on aggregated 13F filings for Q2 2020.