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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
ACM
301
AlphaCrest Capital Management
New York
$685K -$88.5K -856 -12%
HFAS
302
Hummer Financial Advisory Services
Illinois
$674K
EOJOAM
303
E. Ohman J:or Asset Management
Sweden
$663K +$124K +1,200 +24%
NMIMC
304
Northwestern Mutual Investment Management Company
Wisconsin
$655K
WC
305
Winmill & Co
New York
$642K
PRWA
306
Platte River Wealth Advisors
Colorado
$641K -$336K -3,253 -35%
DCM
307
Donaldson Capital Management
Indiana
$627K +$606K +5,862 New
Nordea Investment Management
308
Nordea Investment Management
Sweden
$622K -$34M -328,507 -98%
LCM
309
Logan Capital Management
Pennsylvania
$618K
MML Investors Services
310
MML Investors Services
Massachusetts
$614K -$85.3K -825 -13%
AP
311
Advisor Partners
California
$601K +$50.9K +492 +10%
TCM
312
Teza Capital Management
Illinois
$584K +$271K +2,625 +93%
HI
313
Horizon Investments
North Carolina
$576K -$537K -5,198 -49%
Creative Planning
314
Creative Planning
Kansas
$574K +$26.1K +253 +5%
NA
315
Navellier & Associates
Nevada
$548K -$159K -1,538 -23%
ECM
316
ExodusPoint Capital Management
New York
$542K -$115K -1,109 -18%
MWM
317
Merriman Wealth Management
Washington
$524K
FQ
318
First Quadrant
California
$523K -$45.4K -439 -8%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$523K +$106K +1,023 +26%
AWA
320
Arkadios Wealth Advisors
Georgia
$522K +$3.62K +35 +0.8%
PCM
321
Penserra Capital Management
California
$522K +$171K +1,656 +51%
VFA
322
Values First Advisors
Tennessee
$503K +$22.1K +214 +5%
WCM
323
Weld Capital Management
New York
$501K +$484K +4,686 New
FWIA
324
Fort Washington Investment Advisors
Ohio
$496K -$196K -1,900 -29%
CIS
325
Capital International Sarl
California
$492K

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.