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Extra Space Storage

482 hedge funds and large institutions have $14.8B invested in Extra Space Storage in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 191 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $4.44M | Put options by funds: $3.74M

8% more capital invested

Capital invested by funds: $13.7B → $14.8B (+$1.11B)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 176

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 483482 (-1)

0.55% less ownership

Funds ownership: 99.36%98.81% (-0.55%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
482
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
191
Reduced
176
Closed
51
Calls
$4.44M
Puts
$3.74M
Net Calls
+$695K
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
351
Cetera Advisor Networks
California
$353K +$64.1K +563 +23%
AG
352
AlphaSimPlex Group
Massachusetts
$351K -$42.7K -375 -11%
CCIA
353
Campbell & Co Investment Adviser
Maryland
$340K -$56.9K -500 -15%
EMG
354
ETF Managers Group
New Jersey
$335K +$29.2K +256 +10%
BBVA
355
Banco Bilbao Vizcaya Argentaria
Spain
$326K +$41.7K +366 +15%
WP
356
WealthSource Partners
California
$321K -$683 -6 -0.2%
BCV
357
Banque Cantonale Vaudoise
Switzerland
$315K
ECM
358
Everence Capital Management
Indiana
$315K
HGWM
359
Horst & Graben Wealth Management
Oregon
$308K
RG
360
Renaissance Group
Kentucky
$300K +$295K +2,587 New
AWA
361
Arkadios Wealth Advisors
Georgia
$296K -$228K -1,998 -44%
V
362
Veritable
Delaware
$295K +$14.7K +129 +5%
Bessemer Group
363
Bessemer Group
New Jersey
$292K -$180K -1,578 -39%
AIS
364
American Investment Services
Massachusetts
$291K
FC
365
FCA Corp
Texas
$290K
BNP Paribas Asset Management
366
BNP Paribas Asset Management
France
$288K -$14.7K -129 -5%
Jacobs Levy Equity Management
367
Jacobs Levy Equity Management
New Jersey
$279K +$275K +2,411 New
PCS
368
Personal CFO Solutions
New Jersey
$271K +$9K +79 +3%
RMCM
369
Reynders McVeigh Capital Management
Massachusetts
$261K
SFS
370
Sowell Financial Services
Arkansas
$260K +$159K +1,397 +165%
WT
371
Washington Trust
Rhode Island
$258K
WPP
372
Whalerock Point Partners
Rhode Island
$258K +$226K +1,987 +835%
Janney Montgomery Scott
373
Janney Montgomery Scott
Pennsylvania
$248K -$53.9K -473 -18%
ARMT
374
Amica Retiree Medical Trust
Rhode Island
$246K
Mercer Global Advisors
375
Mercer Global Advisors
Colorado
$246K +$242K +2,122 New

EXR Hedge Fund Activity: Q4 2020 in Review

482 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2020, worth a combined $14.8B — up 8.1% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXR positions and 51 closed out — a net gain of 4 holders — while 191 added to existing stakes and 176 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $148M. The largest seller was Capital World Investors, cutting an estimated $207M.

  • 482 institutional investors held Extra Space Storage (EXR) as of Q4 2020, down from 483 in Q3 2020.
  • Funds reported $14.8B of Extra Space Storage stock for Q4 2020, up 8.1% quarter-over-quarter.
  • 55 funds opened new Extra Space Storage positions in Q4 2020 and 51 closed out, a net change of +4 holders.
  • The largest Extra Space Storage buyer in Q4 2020 was Cohen & Steers, an estimated $148M added.
  • The largest Extra Space Storage seller in Q4 2020 was Capital World Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.