We are live on ! Find out more
EXR icon

Extra Space Storage

389 hedge funds and large institutions have $10.7B invested in Extra Space Storage in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 146 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

17% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $12.2M

2% more funds holding

Funds holding: 383389 (+6)

4% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 141

3% more capital invested

Capital invested by funds: $10.5B → $10.7B (+$285M)

0.22% more ownership

Funds ownership: 106.53%106.75% (+0.22%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
389
Holders Change
+6
Holders Change %
+1.57%
% of All Funds
9.7%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
41
Increased
146
Reduced
141
Closed
28
Calls
$14.3M
Puts
$12.2M
Net Calls
+$2.08M
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Penserra Capital Management
California
$131K +$128K +1,646 New
First Manhattan
327
First Manhattan
New York
$119K
CTC
328
Central Trust Company
Missouri
$118K -$11.7K -150 -9%
GEA
329
Glen Eagle Advisors
New Jersey
$104K
FPS
330
Fieldpoint Private Securities
Connecticut
$103K +$100K +1,285 New
WTB
331
Washington Trust Bank
Washington
$96K
LF
332
Lee Financial
Texas
$84K
OMCS
333
Old Mutual Customised Solutions
South Africa
$80K
HFM
334
Harvest Fund Management
China
$77K -$46.7K -600 -38%
HR
335
Howe & Rusling
New York
$76K
NIT
336
NumerixS Investment Technologies
British Columbia, Canada
$72K +$70.1K +900 New
WAM
337
Wealthspire Advisors (Maryland)
Maryland
$71K +$2.57K +33 +4%
SAM
338
Solaris Asset Management
New York
$65K -$5.84K -75 -8%
SIM
339
Sonora Investment Management
Arizona
$61.4K +$623 +8 +1%
ARMT
340
Amica Retiree Medical Trust
Rhode Island
$58K -$448K -5,752 -89%
EMG
341
ETF Managers Group
New Jersey
$57K +$4.59K +59 +9%
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48K
SFFS
343
Stonehage Fleming Financial Services
Jersey
$45K
FANJ
344
Financial Architects (New Jersey)
New Jersey
$42K +$4.67K +60 +13%
HNB
345
Huntington National Bank
Ohio
$41K +$6.62K +85 +20%
IDBONY
346
Israel Discount Bank of New York
New York
$38K
OIA
347
OneDigital Investment Advisors
Kansas
$29K
SSB
348
Sandy Spring Bank
Maryland
$28K
ZB
349
Zions Bancorporation
Utah
$27K +$16.7K +214 +166%
CAW
350
Cornerstone Advisors (Washington)
Washington
$26K

EXR Hedge Fund Activity: Q3 2017 in Review

389 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2017, worth a combined $10.7B — up 2.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EXR positions and 28 closed out — a net gain of 13 holders — while 146 added to existing stakes and 141 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $196M. The largest seller was Cohen & Steers, cutting an estimated $174M.

  • 389 institutional investors held Extra Space Storage (EXR) as of Q3 2017, up from 383 in Q2 2017.
  • Funds reported $10.7B of Extra Space Storage stock for Q3 2017, up 2.7% quarter-over-quarter.
  • 41 funds opened new Extra Space Storage positions in Q3 2017 and 28 closed out, a net change of +13 holders.
  • The largest Extra Space Storage buyer in Q3 2017 was Deutsche Bank, an estimated $196M added.
  • The largest Extra Space Storage seller in Q3 2017 was Cohen & Steers, an estimated $174M sold.

Based on aggregated 13F filings for Q3 2017.