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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
KRS
301
Kentucky Retirement Systems
Kentucky
$664K -$154K -1,659 -19%
SIM
302
Sentry Investment Management
Wisconsin
$661K +$665K +7,156 New
NMIMC
303
Northwestern Mutual Investment Management Company
Wisconsin
$655K +$30K +323 +5%
CS
304
Candriam SCA
Luxembourg
$627K -$475K -5,107 -43%
NA
305
Navellier & Associates
Nevada
$615K -$211K -2,265 -25%
AWM
306
AE Wealth Management
Kansas
$609K -$136K -1,464 -18%
MML Investors Services
307
MML Investors Services
Massachusetts
$606K -$179K -1,931 -23%
FWIA
308
Fort Washington Investment Advisors
Ohio
$603K +$46.5K +500 +8%
GAM
309
Gotham Asset Management
New York
$599K -$4.71M -50,627 -89%
DI
310
DFPG Investments
Utah
$589K
ECM
311
Everence Capital Management
Indiana
$583K
HFAS
312
Hummer Financial Advisory Services
Illinois
$582K
ECM
313
ExodusPoint Capital Management
New York
$571K +$574K +6,177 New
SS
314
Simplicity Solutions
Minnesota
$565K -$115K -1,242 -17%
WC
315
Winmill & Co
New York
$554K
OTPPB
316
Ontario Teachers' Pension Plan Board
Ontario, Canada
$546K -$506K -5,443 -48%
LCM
317
Logan Capital Management
Pennsylvania
$534K -$54.5K -586 -9%
SI
318
Stephens Inc
Arkansas
$523K +$85.4K +919 +19%
PI
319
Putnam Investments
Massachusetts
$521K -$55.6K -598 -10%
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$508K
FQ
321
First Quadrant
California
$492K
Acadian Asset Management
322
Acadian Asset Management
Massachusetts
$490K -$43K -463 -8%
V
323
Veritable
Delaware
$482K -$398K -4,278 -45%
AP
324
Advisor Partners
California
$473K +$116K +1,250 +32%
Creative Planning
325
Creative Planning
Kansas
$472K +$22.7K +244 +5%

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.