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Extra Space Storage

445 hedge funds and large institutions have $13.1B invested in Extra Space Storage in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 168 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $47.6M | Put options by funds: $40.1M

16% more capital invested

Capital invested by funds: $11.2B → $13.1B (+$1.84B)

1.44% more ownership

Funds ownership: 99.59%101.02% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 167

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 464445 (-19)

27% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 60

Holders
445
Holders Change
-19
Holders Change %
-4.09%
% of All Funds
9.63%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
44
Increased
168
Reduced
167
Closed
60
Calls
$47.6M
Puts
$40.1M
Net Calls
+$7.52M
Net Calls Change
+$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Commerzbank Aktiengesellschaft
Germany
$208K +$196K +2,041 New
AWM
352
AE Wealth Management
Kansas
$205K +$193K +2,014 New
RJT
353
Raymond James Trust
Florida
$204K +$193K +2,007 New
AIM
354
Anchor Investment Management
South Carolina
$204K
AI
355
Atom Investors
Texas
$202K -$1.03M -10,768 -84%
BC
356
Burney Company
Virginia
$202K +$190K +1,979 New
LWM
357
Liberty Wealth Management
California
$191K
TAF
358
Tredje AP-fonden
Sweden
$182K -$25.3K -263 -13%
RE
359
RBC Europe
United Kingdom
$173K
MERSOM
360
Municipal Employees' Retirement System of Michigan
Michigan
$173K -$163K -1,700 -50%
MWNA
361
Marshall Wace North America
New York
$173K +$163K +1,700 New
ED
362
Exane Derivatives
France
$168K +$155K +1,609 +3,831%
SP
363
Symmetry Partners
Connecticut
$167K +$158K +1,641 New
AssetMark Inc
364
AssetMark Inc
California
$162K +$15.5K +161 +11%
First Manhattan
365
First Manhattan
New York
$152K
LFG
366
LifePlan Financial Group
Ohio
$142K
FWM
367
Focused Wealth Management
New York
$138K -$48K -500 -27%
FHB
368
First Hawaiian Bank
Hawaii
$135K -$5.76K -60 -4%
LS
369
Livforsakringsbolaget Skandia
Sweden
$112K
Simplex Trading
370
Simplex Trading
Illinois
$110K +$104K +1,081 New
HR
371
Howe & Rusling
New York
$97K
DZ Bank
372
DZ Bank
Germany
$89K +$84.3K +878 New
PCG
373
Private Capital Group
Connecticut
$87K -$2.21K -23 -3%
TAM
374
Tiverton Asset Management
Delaware
$84K
SIM
375
Sonora Investment Management
Arizona
$83K +$768 +8 +1%

EXR Hedge Fund Activity: Q1 2019 in Review

445 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2019, worth a combined $13.1B — up 16% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of EXR and 44 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 168 added.

The largest buyer was Cohen & Steers, adding an estimated $156M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $81.1M.

  • 445 institutional investors held Extra Space Storage (EXR) as of Q1 2019, down from 464 in Q4 2018.
  • Funds reported $13.1B of Extra Space Storage stock for Q1 2019, up 16% quarter-over-quarter.
  • 44 funds opened new Extra Space Storage positions in Q1 2019 and 60 closed out, a net change of -16 holders.
  • The largest Extra Space Storage buyer in Q1 2019 was Cohen & Steers, an estimated $156M added.
  • The largest Extra Space Storage seller in Q1 2019 was CBRE Investment Management Listed Real Assets, an estimated $81.1M sold.

Based on aggregated 13F filings for Q1 2019.