We are live on ! Find out more
EXR icon

Extra Space Storage

445 hedge funds and large institutions have $13.1B invested in Extra Space Storage in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 168 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $47.6M | Put options by funds: $40.1M

16% more capital invested

Capital invested by funds: $11.2B → $13.1B (+$1.84B)

1.44% more ownership

Funds ownership: 99.59%101.02% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 167

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 464445 (-19)

27% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 60

Holders
445
Holders Change
-19
Holders Change %
-4.09%
% of All Funds
9.63%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
44
Increased
168
Reduced
167
Closed
60
Calls
$47.6M
Puts
$40.1M
Net Calls
+$7.52M
Net Calls Change
+$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
376
Glen Eagle Advisors
New Jersey
$78.5K
BDS
377
Banco de Sabadell
Florida
$66K
RCAG
378
Rehmann Capital Advisory Group
Michigan
$57.3K -$384 -4 -0.7%
CTC
379
Central Trust Company
Missouri
$56K
Schroder Investment Management Group
380
Schroder Investment Management Group
United Kingdom
$55K -$1.47M -15,297 -97%
WAM
381
Wealthspire Advisors (Maryland)
Maryland
$54K +$25.1K +261 +96%
CFGS
382
Concourse Financial Group Securities
Alabama
$45K
PCM
383
Prelude Capital Management
New York
$41K -$2.25M -23,453 -98%
HFM
384
Harvest Fund Management
China
$38K
OIA
385
OneDigital Investment Advisors
Kansas
$37K
GLI
386
Guardian Life Insurance
New York
$37K +$1.06K +11 +3%
CAW
387
Cornerstone Advisors (Washington)
Washington
$37K +$2.98K +31 +9%
Loomis, Sayles & Company
388
Loomis, Sayles & Company
Massachusetts
$33K
GWM
389
Geneos Wealth Management
Colorado
$33K +$864 +9 +3%
ASN
390
Advisory Services Network
Georgia
$32K +$2.88K +30 +10%
FHA
391
First Horizon Advisors
Tennessee
$29K
DSI
392
Daiwa SB Investments
Japan
$29K +$5.76K +60 +27%
GAM
393
Gemmer Asset Management
California
$28K
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$28K +$8.45K +88 +47%
IDBONY
395
Israel Discount Bank of New York
New York
$26K
CIA
396
CSat Investment Advisory
Michigan
$25K +$2.88K +30 +14%
CAL
397
Capital Analysts LLC
Pennsylvania
$23K +$96 +1 +0.4%
SLF
398
Sun Life Financial
Ontario, Canada
$22K -$12.8K -133 -38%
RFA
399
Reilly Financial Advisors
California
$21K
SSB
400
Sandy Spring Bank
Maryland
$21K

EXR Hedge Fund Activity: Q1 2019 in Review

445 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2019, worth a combined $13.1B — up 16% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of EXR and 44 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 168 added.

The largest buyer was Cohen & Steers, adding an estimated $156M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $81.1M.

  • 445 institutional investors held Extra Space Storage (EXR) as of Q1 2019, down from 464 in Q4 2018.
  • Funds reported $13.1B of Extra Space Storage stock for Q1 2019, up 16% quarter-over-quarter.
  • 44 funds opened new Extra Space Storage positions in Q1 2019 and 60 closed out, a net change of -16 holders.
  • The largest Extra Space Storage buyer in Q1 2019 was Cohen & Steers, an estimated $156M added.
  • The largest Extra Space Storage seller in Q1 2019 was CBRE Investment Management Listed Real Assets, an estimated $81.1M sold.

Based on aggregated 13F filings for Q1 2019.