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Extra Space Storage

467 hedge funds and large institutions have $11.6B invested in Extra Space Storage in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 167 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $7.65M

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

2% more funds holding

Funds holding: 459467 (+8)

0.91% more ownership

Funds ownership: 98.95%99.86% (+0.91%)

7% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 180

6% less capital invested

Capital invested by funds: $12.3B → $11.6B (-$688M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
467
Holders Change
+8
Holders Change %
+1.74%
% of All Funds
9.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
67
Increased
167
Reduced
180
Closed
57
Calls
$10.7M
Puts
$7.65M
Net Calls
+$3.05M
Net Calls Change
-$781K
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
351
Summit Global Investments
Utah
$295K -$189K -2,030 -39%
BC
352
Brinker Capital
Pennsylvania
$294K -$30.5K -328 -9%
KRSITF
353
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$293K -$69.8K -751 -19%
PAS
354
Park Avenue Securities
New York
$277K -$23.1K -249 -8%
ARMT
355
Amica Retiree Medical Trust
Rhode Island
$277K
Janney Montgomery Scott
356
Janney Montgomery Scott
Pennsylvania
$276K +$277K +2,983 New
AAM
357
Azzad Asset Management
Virginia
$276K -$522K -5,611 -65%
IRF
358
IBM Retirement Fund
New York
$272K -$3.16K -34 -1%
I
359
INVST
Indiana
$271K +$61.5K +662 +31%
BNP Paribas Asset Management
360
BNP Paribas Asset Management
France
$270K -$12.8K -138 -5%
VF
361
Virtu Financial
New York
$270K +$272K +2,924 New
VI
362
Versor Investments
New York
$267K -$406K -4,367 -60%
TCM
363
Teza Capital Management
Illinois
$261K +$263K +2,831 New
WP
364
WealthSource Partners
California
$257K -$4K -43 -2%
HGWM
365
Horst & Graben Wealth Management
Oregon
$246K
FC
366
FORA Capital
Florida
$242K +$60.8K +654 +33%
NICM
367
Neo Ivy Capital Management
New York
$235K +$136K +1,463 +136%
CCIA
368
Campbell & Co Investment Adviser
Maryland
$234K +$236K +2,536 New
AG
369
AlphaSimPlex Group
Massachusetts
$233K +$235K +2,527 New
AIS
370
American Investment Services
Massachusetts
$232K
EMG
371
ETF Managers Group
New Jersey
$231K -$20.4K -219 -8%
FC
372
FCA Corp
Texas
$231K
RIA
373
Realta Investment Advisors
Delaware
$230K -$17.8K -191 -7%
EGM
374
Engineers Gate Manager
New York
$230K +$231K +2,485 New
OFS
375
OneAscent Financial Services
Alabama
$226K +$31.9K +343 +16%

EXR Hedge Fund Activity: Q2 2020 in Review

467 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2020, worth a combined $11.6B — down 5.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EXR positions and 57 closed out — a net gain of 10 holders — while 167 added to existing stakes and 180 trimmed.

The largest buyer was Capital World Investors, adding an estimated $98.1M. The largest seller was Massachusetts Financial Services, cutting an estimated $77.5M.

  • 467 institutional investors held Extra Space Storage (EXR) as of Q2 2020, up from 459 in Q1 2020.
  • Funds reported $11.6B of Extra Space Storage stock for Q2 2020, down 5.6% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q2 2020 and 57 closed out, a net change of +10 holders.
  • The largest Extra Space Storage buyer in Q2 2020 was Capital World Investors, an estimated $98.1M added.
  • The largest Extra Space Storage seller in Q2 2020 was Massachusetts Financial Services, an estimated $77.5M sold.

Based on aggregated 13F filings for Q2 2020.