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Extra Space Storage

459 hedge funds and large institutions have $12.3B invested in Extra Space Storage in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $5.46M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.89% less ownership

Funds ownership: 99.85%98.95% (-0.89%)

7% less funds holding

Funds holding: 494459 (-35)

10% less capital invested

Capital invested by funds: $13.6B → $12.3B (-$1.36B)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

38% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 76

Holders
459
Holders Change
-35
Holders Change %
-7.09%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
47
Increased
166
Reduced
189
Closed
76
Calls
$9.28M
Puts
$5.46M
Net Calls
+$3.83M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
351
Allstate Corporation
Illinois
$218K -$762K -7,314 -76%
CCM
352
Carderock Capital Management
Maryland
$217K -$14.1K -135 -6%
Federated Hermes
353
Federated Hermes
Pennsylvania
$216K -$314K -3,015 -57%
AIP
354
Ameritas Investment Partners
Nebraska
$214K
WPP
355
Whalerock Point Partners
Rhode Island
$213K
WT
356
Washington Trust
Rhode Island
$213K +$232K +2,225 New
PCS
357
Personal CFO Solutions
New Jersey
$207K +$225K +2,162 New
TC
358
TownSquare Capital
Utah
$204K -$186K -1,785 -43%
OR
359
Olympiad Research
Connecticut
$202K -$5.93K -57 -3%
OFS
360
OneAscent Financial Services
Alabama
$201K -$8.12K -78 -4%
I
361
INVST
Indiana
$200K +$222K +2,132 New
LWM
362
Liberty Wealth Management
California
$194K +$34.3K +329 +19%
AIM
363
Anchor Investment Management
South Carolina
$192K
FC
364
FORA Capital
Florida
$189K -$1.05M -10,090 -84%
MERSOM
365
Municipal Employees' Retirement System of Michigan
Michigan
$178K +$7.29K +70 +4%
CMBA
366
C.M. Bidwell & Associates
Hawaii
$172K +$187K +1,799 New
RE
367
RBC Europe
United Kingdom
$163K
SF
368
Synovus Financial
Georgia
$155K +$168K +1,618 New
CFGS
369
Concourse Financial Group Securities
Alabama
$151K +$119K +1,143 +261%
DZ Bank
370
DZ Bank
Germany
$144K +$156K +1,500 New
LFG
371
LifePlan Financial Group
Ohio
$133K
AWA
372
Arkadios Wealth Advisors
Georgia
$131K +$625 +6 +0.4%
LS
373
Livforsakringsbolaget Skandia
Sweden
$124K
SIM
374
Sonora Investment Management
Arizona
$119K +$833 +8 +0.6%
GEA
375
Glen Eagle Advisors
New Jersey
$110K -$31.2K -300 -21%

EXR Hedge Fund Activity: Q1 2020 in Review

459 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2020, worth a combined $12.3B — down 10% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXR and 47 opened new positions — a net loss of 29 holders — while 189 trimmed existing stakes and 166 added.

The largest buyer was PGGM Investments, adding an estimated $134M. The largest seller was Goldman Sachs, cutting an estimated $123M.

  • 459 institutional investors held Extra Space Storage (EXR) as of Q1 2020, down from 494 in Q4 2019.
  • Funds reported $12.3B of Extra Space Storage stock for Q1 2020, down 10% quarter-over-quarter.
  • 47 funds opened new Extra Space Storage positions in Q1 2020 and 76 closed out, a net change of -29 holders.
  • The largest Extra Space Storage buyer in Q1 2020 was PGGM Investments, an estimated $134M added.
  • The largest Extra Space Storage seller in Q1 2020 was Goldman Sachs, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2020.