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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
TRCT
276
Tower Research Capital (TRC)
New York
$946K +$6.95K +61 +0.8%
Pacer Advisors
277
Pacer Advisors
Pennsylvania
$933K -$103K -903 -10%
WS
278
Wedbush Securities
California
$928K +$12.6K +111 +1%
LSERS
279
Louisiana State Employees Retirement System
Louisiana
$927K +$159K +1,400 +21%
AIC
280
Archer Investment Corporation
Indiana
$916K +$5.69K +50 +0.6%
AB
281
Amalgamated Bank
New York
$911K -$3.53K -31 -0.4%
KRS
282
Kentucky Retirement Systems
Kentucky
$903K +$30.3K +266 +4%
UR
283
USCA RIA
Texas
$899K
AWM
284
Adams Wealth Management
Utah
$896K -$61K -536 -6%
PP
285
Paloma Partners
Connecticut
$883K -$1.06M -9,329 -55%
CA
286
Capitolis Advisors
New York
$871K +$856K +7,521 New
SIM
287
Sentry Investment Management
Wisconsin
$829K
LIM
288
Loudon Investment Management
New Hampshire
$823K -$17.3K -152 -2%
NMIMC
289
Northwestern Mutual Investment Management Company
Wisconsin
$822K
AIL
290
AGF Investments LLC
Ontario, Canada
$808K -$665K -5,843 -46%
CS
291
Candriam SCA
Luxembourg
$782K -$3.99K -35 -0.5%
PP
292
Palladium Partners
Virginia
$742K -$386K -3,390 -35%
FWIA
293
Fort Washington Investment Advisors
Ohio
$734K +$194K +1,700 +37%
HFAS
294
Hummer Financial Advisory Services
Illinois
$730K
EOJOAM
295
E. Ohman J:or Asset Management
Sweden
$718K
Kayne Anderson Rudnick Investment Management
296
Kayne Anderson Rudnick Investment Management
California
$709K -$98.8K -868 -12%
Acadian Asset Management
297
Acadian Asset Management
Massachusetts
$699K +$432K +3,790 +169%
LCM
298
Logan Capital Management
Pennsylvania
$696K +$26.1K +229 +4%
WC
299
Winmill & Co
New York
$695K
TCM
300
Teza Capital Management
Illinois
$694K +$60.6K +532 +10%

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.