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Extra Space Storage

445 hedge funds and large institutions have $13.1B invested in Extra Space Storage in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 168 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $47.6M | Put options by funds: $40.1M

16% more capital invested

Capital invested by funds: $11.2B → $13.1B (+$1.84B)

1.44% more ownership

Funds ownership: 99.59%101.02% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 167

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 464445 (-19)

27% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 60

Holders
445
Holders Change
-19
Holders Change %
-4.09%
% of All Funds
9.63%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
44
Increased
168
Reduced
167
Closed
60
Calls
$47.6M
Puts
$40.1M
Net Calls
+$7.52M
Net Calls Change
+$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Merriman Wealth Management
Washington
$499K
WS
302
Wedbush Securities
California
$496K -$37.5K -390 -7%
AFNAS
303
American Financial Network Advisory Services
California
$470K +$47.7K +497 +12%
Brown Advisory
304
Brown Advisory
Maryland
$462K -$1.92K -20 -0.4%
TRCT
305
Tower Research Capital (TRC)
New York
$456K -$115K -1,194 -21%
AP
306
Advisor Partners
California
$451K -$47.8K -498 -10%
WI
307
Wintrust Investments
Illinois
$447K -$1.82K -19 -0.4%
CB
308
Commerce Bank
Missouri
$444K -$15.5K -161 -4%
AG
309
Advisor Group
Arizona
$435K +$84.3K +878 +26%
PI
310
PEAK6 Investments
Illinois
$429K +$404K +4,210 New
Baird Financial Group
311
Baird Financial Group
Wisconsin
$427K +$402K +4,190 New
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$422K -$213K -2,220 -35%
TC
313
Telemus Capital
Michigan
$413K +$480 +5 +0.1%
CWA
314
Clarus Wealth Advisors
Arizona
$405K -$13.9K -145 -4%
ZCA
315
Zeke Capital Advisors
Pennsylvania
$398K +$864 +9 +0.2%
BC
316
Brinker Capital
Pennsylvania
$384K +$42.2K +439 +13%
CI
317
Cigna Investments
Connecticut
$377K
Mariner
318
Mariner
Kansas
$363K +$342K +3,559 New
AIM
319
Axiom Investment Management
New York
$362K -$2.59K -27 -0.8%
CAM
320
Cresset Asset Management
Illinois
$351K +$323K +3,367 +4,262%
Commonwealth Equity Services
321
Commonwealth Equity Services
Massachusetts
$347K -$663K -6,901 -67%
Federated Hermes
322
Federated Hermes
Pennsylvania
$334K -$1.12M -11,610 -78%
PP
323
Paloma Partners
Connecticut
$322K +$304K +3,164 New
CCM
324
Cadence Capital Management
Massachusetts
$318K -$27.9K -290 -9%
LP
325
LMR Partners
United Kingdom
$305K -$1.37M -14,280 -83%

EXR Hedge Fund Activity: Q1 2019 in Review

445 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2019, worth a combined $13.1B — up 16% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of EXR and 44 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 168 added.

The largest buyer was Cohen & Steers, adding an estimated $156M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $81.1M.

  • 445 institutional investors held Extra Space Storage (EXR) as of Q1 2019, down from 464 in Q4 2018.
  • Funds reported $13.1B of Extra Space Storage stock for Q1 2019, up 16% quarter-over-quarter.
  • 44 funds opened new Extra Space Storage positions in Q1 2019 and 60 closed out, a net change of -16 holders.
  • The largest Extra Space Storage buyer in Q1 2019 was Cohen & Steers, an estimated $156M added.
  • The largest Extra Space Storage seller in Q1 2019 was CBRE Investment Management Listed Real Assets, an estimated $81.1M sold.

Based on aggregated 13F filings for Q1 2019.