We are live on ! Find out more
EXR icon

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
I
326
INVST
Indiana
$473K +$125K +1,101 +37%
WAM
327
World Asset Management
Michigan
$472K -$15.8K -139 -3%
ASN
328
Advisory Services Network
Georgia
$467K +$413K +3,623 +886%
Lido Advisors
329
Lido Advisors
California
$432K +$1.82K +16 +0.4%
ETC
330
Exchange Traded Concepts
Oklahoma
$431K +$19.1K +168 +5%
JCIA
331
Jackson Creek Investment Advisors
Colorado
$429K +$421K +3,699 New
WI
332
Wintrust Investments
Illinois
$418K
AssetMark Inc
333
AssetMark Inc
California
$414K +$19.5K +171 +5%
KRSITF
334
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$412K +$19.8K +174 +5%
PI
335
PineBridge Investments
New York
$411K +$2.62K +23 +0.7%
Squarepoint
336
Squarepoint
New York
$401K -$3.6M -31,580 -90%
DTL
337
Dynamic Technology Lab
Singapore
$393K +$387K +3,396 New
OWM
338
OneAscent Wealth Management
Alabama
$383K +$376K +3,302 New
GCP
339
GSA Capital Partners
United Kingdom
$381K -$9.45K -83 -2%
CII
340
Capital International Inc
California
$381K
IMRF
341
Illinois Municipal Retirement Fund
Illinois
$380K +$191K +1,673 +104%
PA
342
Profund Advisors
Maryland
$377K -$2.96K -26 -0.8%
JWCA
343
J.W. Coons Advisors
Ohio
$375K +$1.71K +15 +0.5%
FBB
344
Fulton Breakefield Broenniman
Maryland
$374K -$3.87K -34 -1%
PCM
345
Prelude Capital Management
New York
$374K +$78.5K +689 +27%
JG
346
Jefferies Group
New York
$371K -$2.25M -19,789 -86%
PAS
347
Park Avenue Securities
New York
$368K +$19K +167 +6%
Federated Hermes
348
Federated Hermes
Pennsylvania
$367K +$159K +1,395 +79%
EWM
349
Empirical Wealth Management
Washington
$360K +$36.2K +318 +11%
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$353K -$209K -1,838 -38%

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.