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Extra Space Storage

459 hedge funds and large institutions have $13.4B invested in Extra Space Storage in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 161 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $2.65M

50% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 445459 (+14)

2% more capital invested

Capital invested by funds: $13.1B → $13.4B (+$297M)

8% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 175

1.82% less ownership

Funds ownership: 101.02%99.2% (-1.8%)

Holders
459
Holders Change
+14
Holders Change %
+3.15%
% of All Funds
9.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
57
Increased
161
Reduced
175
Closed
38
Calls
$10.5M
Puts
$2.65M
Net Calls
+$7.81M
Net Calls Change
+$287K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
326
Brown Advisory
Maryland
$477K -$3.99K -38 -0.8%
AP
327
Advisor Partners
California
$474K +$4.31K +41 +0.9%
FWIA
328
Fort Washington Investment Advisors
Ohio
$470K -$154K -1,462 -25%
TAM
329
Tiverton Asset Management
Delaware
$468K +$377K +3,590 +436%
WI
330
Wintrust Investments
Illinois
$465K
TC
331
Telemus Capital
Michigan
$460K -$2.31K -22 -0.5%
MWNA
332
Marshall Wace North America
New York
$453K +$270K +2,567 +151%
AFNAS
333
American Financial Network Advisory Services
California
$450K -$35.7K -340 -7%
CWA
334
Clarus Wealth Advisors
Arizona
$425K +$2.84K +27 +0.7%
AG
335
Advisor Group
Arizona
$422K -$31.3K -298 -7%
ZCA
336
Zeke Capital Advisors
Pennsylvania
$415K
AWM
337
AE Wealth Management
Kansas
$415K +$199K +1,896 +94%
CI
338
Cigna Investments
Connecticut
$407K -$6.3K -60 -2%
AIM
339
Axiom Investment Management
New York
$376K
SS
340
Simplicity Solutions
Minnesota
$376K +$127K +1,206 +52%
Mariner
341
Mariner
Kansas
$363K -$14.2K -135 -4%
Commonwealth Equity Services
342
Commonwealth Equity Services
Massachusetts
$362K +$840 +8 +0.2%
AIC
343
Ameritas Investment Company
Nebraska
$353K +$349K +3,325 New
BC
344
Brinker Capital
Pennsylvania
$322K -$77K -733 -19%
SCM
345
Stevens Capital Management
Pennsylvania
$321K +$318K +3,029 New
ECM
346
Everence Capital Management
Indiana
$315K
RIA
347
Realta Investment Advisors
Delaware
$311K +$53K +504 +21%
Baird Financial Group
348
Baird Financial Group
Wisconsin
$307K -$136K -1,295 -31%
LPL Financial
349
LPL Financial
California
$304K +$301K +2,864 New
Two Sigma Investments
350
Two Sigma Investments
New York
$296K +$293K +2,787 New

EXR Hedge Fund Activity: Q2 2019 in Review

459 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2019, worth a combined $13.4B — up 2.3% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXR positions and 38 closed out — a net gain of 19 holders — while 161 added to existing stakes and 175 trimmed.

The largest buyer was Nuveen, adding an estimated $130M. The largest seller was VOYA Investment Management, cutting an estimated $181M.

  • 459 institutional investors held Extra Space Storage (EXR) as of Q2 2019, up from 445 in Q1 2019.
  • Funds reported $13.4B of Extra Space Storage stock for Q2 2019, up 2.3% quarter-over-quarter.
  • 57 funds opened new Extra Space Storage positions in Q2 2019 and 38 closed out, a net change of +19 holders.
  • The largest Extra Space Storage buyer in Q2 2019 was Nuveen, an estimated $130M added.
  • The largest Extra Space Storage seller in Q2 2019 was VOYA Investment Management, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2019.