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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
GWM
351
Geneos Wealth Management
Colorado
$25K
CAL
352
Capital Analysts LLC
Pennsylvania
$25K +$24.4K +314 New
GLI
353
Guardian Life Insurance
New York
$23K
MIFH
354
Migdal Insurance & Financial Holdings
Israel
$23K +$22.4K +288 New
MIC
355
MU Investments Company
Japan
$21K -$7.78K -100 -27%
MC
356
Muzinich & Co
New York
$21K
SWA
357
Sutton Wealth Advisors
Florida
$20.4K
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$20K -$3.66K -47 -16%
GAM
359
Gemmer Asset Management
California
$20K +$156 +2 +0.8%
FHA
360
First Horizon Advisors
Tennessee
$18K -$3.27K -42 -16%
PI
361
PineBridge Investments
New York
$17K -$107K -1,370 -86%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$16K +$15.3K +196 New
SMG
363
Spectrum Management Group
Indiana
$16K +$15.6K +200 New
AIM
364
Anchor Investment Management
South Carolina
$16K +$15.6K +200 New
VCM
365
Versant Capital Management
Arizona
$15K -$1.17K -15 -7%
MAM
366
Meeder Asset Management
Ohio
$14K +$1.87K +24 +15%
SIC
367
Salem Investment Counselors
North Carolina
$12K +$11.4K +146 New
ST
368
Smithfield Trust
Pennsylvania
$11K
Bessemer Group
369
Bessemer Group
New Jersey
$9K
CCM
370
Covington Capital Management
California
$9K
GBT
371
Grove Bank & Trust
Florida
$9K
PA
372
Perennial Advisors
New York
$9K
CBOA
373
Commonwealth Bank of Australia
Australia
$8K -$62.5K -803 -88%
LNB
374
Ledyard National Bank
$8K -$7.01K -90 -47%
WT
375
Whittier Trust
California
$8K

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.