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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
Nomura Holdings
301
Nomura Holdings
Japan
$692K +$317K +2,788 +87%
DI
302
DFPG Investments
Utah
$691K +$228 +2 +0%
SCM
303
Stevens Capital Management
Pennsylvania
$689K +$241K +2,120 +55%
JF
304
Jump Financial
Illinois
$674K +$662K +5,816 New
Nordea Investment Management
305
Nordea Investment Management
Sweden
$673K
AC
306
Allstate Corporation
Illinois
$669K -$504K -4,425 -43%
PRWA
307
Platte River Wealth Advisors
Colorado
$662K -$24.5K -215 -4%
PCM
308
Penserra Capital Management
California
$655K +$87.8K +771 +16%
Creative Planning
309
Creative Planning
Kansas
$649K +$27.3K +240 +4%
AP
310
Advisor Partners
California
$629K -$21K -184 -3%
VFA
311
Values First Advisors
Tennessee
$609K +$63.7K +559 +12%
MML Investors Services
312
MML Investors Services
Massachusetts
$607K -$56.8K -499 -9%
WCM
313
Weld Capital Management
New York
$605K +$61K +536 +11%
MWM
314
Merriman Wealth Management
Washington
$568K
DA
315
Duality Advisers
Florida
$565K -$679K -5,966 -55%
IRF
316
IBM Retirement Fund
New York
$540K +$64.8K +569 +14%
CCM
317
CWH Capital Management
Washington
$540K +$211K +1,854 +66%
Rafferty Asset Management
318
Rafferty Asset Management
New York
$537K +$21.9K +192 +4%
NA
319
Navellier & Associates
Nevada
$536K -$56K -492 -10%
CIS
320
Capital International Sarl
California
$533K
CI
321
Cigna Investments
Connecticut
$520K +$42.9K +377 +9%
BMSSC
322
B. Metzler seel. Sohn & Co
Germany
$514K +$510K +4,477 New
OTPPB
323
Ontario Teachers' Pension Plan Board
Ontario, Canada
$489K
Brown Advisory
324
Brown Advisory
Maryland
$489K +$15.5K +136 +3%
TC
325
TwinBeech Capital
New York
$486K +$477K +4,191 New

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.