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Extra Space Storage

483 hedge funds and large institutions have $13.7B invested in Extra Space Storage in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 163 increasing their positions, 196 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $5.72M

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $11.6B → $13.7B (+$2.09B)

3% more funds holding

Funds holding: 467483 (+16)

0.5% less ownership

Funds ownership: 99.86%99.36% (-0.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 196

Holders
483
Holders Change
+16
Holders Change %
+3.43%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
57
Increased
163
Reduced
196
Closed
36
Calls
$23.8M
Puts
$5.72M
Net Calls
+$18M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
351
J.W. Coons Advisors
Ohio
$343K -$3.62K -35 -1%
Nomura Holdings
352
Nomura Holdings
Japan
$343K +$331K +3,203 New
LPL Financial
353
LPL Financial
California
$339K -$36.5K -353 -10%
AGM
354
Alpine Global Management
New York
$332K +$321K +3,104 New
I
355
INVST
Indiana
$326K +$19.2K +186 +7%
PAS
356
Park Avenue Securities
New York
$322K +$1.14K +11 +0.4%
Commonwealth Equity Services
357
Commonwealth Equity Services
Massachusetts
$321K -$27.6K -267 -8%
OFS
358
OneAscent Financial Services
Alabama
$310K +$47.3K +458 +19%
AL
359
Aspiriant LLC
California
$309K +$299K +2,893 New
IG
360
ING Group
Netherlands
$306K +$295K +2,857 New
CCM
361
CWH Capital Management
Washington
$300K +$290K +2,807 New
EWM
362
Empirical Wealth Management
Washington
$298K -$46K -445 -14%
WP
363
WealthSource Partners
California
$297K
BCV
364
Banque Cantonale Vaudoise
Switzerland
$291K -$1.1M -10,600 -80%
ECM
365
Everence Capital Management
Indiana
$291K -$342K -3,310 -55%
FGA
366
Fortis Group Advisors
New Jersey
$290K +$281K +2,718 New
E
367
Ergoteles
New York
$289K +$279K +2,700 New
VI
368
Vestcor Inc
New Brunswick, Canada
$287K -$1.09M -10,584 -80%
EMG
369
ETF Managers Group
New Jersey
$286K +$15.4K +149 +6%
HGWM
370
Horst & Graben Wealth Management
Oregon
$285K
B
371
Barings
North Carolina
$282K -$453K -4,381 -62%
Janney Montgomery Scott
372
Janney Montgomery Scott
Pennsylvania
$280K -$38.3K -371 -12%
BNP Paribas Asset Management
373
BNP Paribas Asset Management
France
$280K -$31.9K -309 -11%
PCM
374
Prelude Capital Management
New York
$272K +$77.4K +749 +42%
AIS
375
American Investment Services
Massachusetts
$269K

EXR Hedge Fund Activity: Q3 2020 in Review

483 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2020, worth a combined $13.7B — up 18% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXR positions and 36 closed out — a net gain of 21 holders — while 163 added to existing stakes and 196 trimmed.

The largest buyer was Capital World Investors, adding an estimated $109M. The largest seller was Cohen & Steers, cutting an estimated $216M.

  • 483 institutional investors held Extra Space Storage (EXR) as of Q3 2020, up from 467 in Q2 2020.
  • Funds reported $13.7B of Extra Space Storage stock for Q3 2020, up 18% quarter-over-quarter.
  • 57 funds opened new Extra Space Storage positions in Q3 2020 and 36 closed out, a net change of +21 holders.
  • The largest Extra Space Storage buyer in Q3 2020 was Capital World Investors, an estimated $109M added.
  • The largest Extra Space Storage seller in Q3 2020 was Cohen & Steers, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2020.