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Extra Space Storage

483 hedge funds and large institutions have $13.7B invested in Extra Space Storage in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 163 increasing their positions, 196 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $5.72M

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $11.6B → $13.7B (+$2.09B)

3% more funds holding

Funds holding: 467483 (+16)

0.5% less ownership

Funds ownership: 99.86%99.36% (-0.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 196

Holders
483
Holders Change
+16
Holders Change %
+3.43%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
57
Increased
163
Reduced
196
Closed
36
Calls
$23.8M
Puts
$5.72M
Net Calls
+$18M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
O
276
Ossiam
France
$966K -$5.23M -50,575 -85%
Pacer Advisors
277
Pacer Advisors
Pennsylvania
$958K -$207K -2,002 -18%
AWM
278
AE Wealth Management
Kansas
$955K +$241K +2,334 +35%
CM
279
Capital Management
Virginia
$947K
TFCM
280
Taylor Frigon Capital Management
Arizona
$930K +$16.1K +156 +2%
SS
281
Simplicity Solutions
Minnesota
$926K +$263K +2,543 +42%
AQR Capital Management
282
AQR Capital Management
Connecticut
$925K -$2.86M -27,710 -76%
NMERB
283
New Mexico Educational Retirement Board
New Mexico
$888K -$41.3K -400 -5%
AWM
284
Adams Wealth Management
Utah
$885K -$53.5K -518 -6%
CCM
285
Cox Capital Management
Massachusetts
$880K +$19.6K +190 +2%
TRCT
286
Tower Research Capital (TRC)
New York
$867K +$62.3K +603 +8%
RA
287
RMR Advisors
Massachusetts
$846K
WS
288
Wedbush Securities
California
$845K -$42.3K -409 -5%
AB
289
Amalgamated Bank
New York
$845K -$23.3K -225 -3%
AIC
290
Archer Investment Corporation
Indiana
$841K -$7.54K -73 -0.9%
UR
291
USCA RIA
Texas
$830K
KRS
292
Kentucky Retirement Systems
Kentucky
$805K +$35K +339 +5%
LIM
293
Loudon Investment Management
New Hampshire
$776K -$30K -290 -4%
SIM
294
Sentry Investment Management
Wisconsin
$766K
HighTower Advisors
295
HighTower Advisors
Illinois
$756K +$735K +7,114 New
Kayne Anderson Rudnick Investment Management
296
Kayne Anderson Rudnick Investment Management
California
$748K -$616K -5,963 -46%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$742K -$65.8K -637 -8%
CS
298
Candriam SCA
Luxembourg
$726K
LSERS
299
Louisiana State Employees Retirement System
Louisiana
$706K +$114K +1,100 +20%
DI
300
DFPG Investments
Utah
$693K -$3.31K -32 -0.5%

EXR Hedge Fund Activity: Q3 2020 in Review

483 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2020, worth a combined $13.7B — up 18% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXR positions and 36 closed out — a net gain of 21 holders — while 163 added to existing stakes and 196 trimmed.

The largest buyer was Capital World Investors, adding an estimated $109M. The largest seller was Cohen & Steers, cutting an estimated $216M.

  • 483 institutional investors held Extra Space Storage (EXR) as of Q3 2020, up from 467 in Q2 2020.
  • Funds reported $13.7B of Extra Space Storage stock for Q3 2020, up 18% quarter-over-quarter.
  • 57 funds opened new Extra Space Storage positions in Q3 2020 and 36 closed out, a net change of +21 holders.
  • The largest Extra Space Storage buyer in Q3 2020 was Capital World Investors, an estimated $109M added.
  • The largest Extra Space Storage seller in Q3 2020 was Cohen & Steers, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2020.