Extra Space Storage
444 hedge funds and large institutions have $11.4B invested in Extra Space Storage in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 168 reducing their positions, and 48 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
17% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 48
1% more funds holding
Funds holding: 439 → 444 (+5)
0.8% less ownership
Funds ownership: 104.95% → 104.15% (-0.8%)
1% less capital invested
Capital invested by funds: $11.5B → $11.4B (-$104M)
4% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 168
63% less call options, than puts
Call options by funds: $17.1M | Put options by funds: $46.7M
Top Buyers
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
+$79M |
| 2 |
Goldman Sachs
New York
|
+$71.8M |
| 3 |
Cohen & Steers
New York
|
+$57.5M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$42M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$41.9M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$227M |
| 2 |
JP Morgan Chase
New York
|
-$90.9M |
| 3 |
Bank of New York Mellon
New York
|
-$75.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$72.9M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$62.7M |
EXR Hedge Fund Activity: Q1 2018 in Review
444 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2018, worth a combined $11.4B — down 0.9% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new EXR positions and 48 closed out — a net gain of 8 holders — while 161 added to existing stakes and 168 trimmed.
The largest buyer was Daiwa Securities Group, adding an estimated $79M. The largest seller was Fidelity Investments, cutting an estimated $227M.
- 444 institutional investors held Extra Space Storage (EXR) as of Q1 2018, up from 439 in Q4 2017.
- Funds reported $11.4B of Extra Space Storage stock for Q1 2018, down 0.9% quarter-over-quarter.
- 56 funds opened new Extra Space Storage positions in Q1 2018 and 48 closed out, a net change of +8 holders.
- The largest Extra Space Storage buyer in Q1 2018 was Daiwa Securities Group, an estimated $79M added.
- The largest Extra Space Storage seller in Q1 2018 was Fidelity Investments, an estimated $227M sold.
Based on aggregated 13F filings for Q1 2018.