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Extra Space Storage

459 hedge funds and large institutions have $13.4B invested in Extra Space Storage in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 161 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $2.65M

50% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 445459 (+14)

2% more capital invested

Capital invested by funds: $13.1B → $13.4B (+$297M)

8% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 175

1.82% less ownership

Funds ownership: 101.02%99.2% (-1.8%)

Holders
459
Holders Change
+14
Holders Change %
+3.15%
% of All Funds
9.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
57
Increased
161
Reduced
175
Closed
38
Calls
$10.5M
Puts
$2.65M
Net Calls
+$7.81M
Net Calls Change
+$287K
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
376
Municipal Employees' Retirement System of Michigan
Michigan
$186K +$5.25K +50 +3%
AssetMark Inc
377
AssetMark Inc
California
$185K +$15.8K +150 +9%
RE
378
RBC Europe
United Kingdom
$180K
LWM
379
Liberty Wealth Management
California
$180K -$19K -181 -10%
LS
380
Livforsakringsbolaget Skandia
Sweden
$180K +$63K +600 +55%
Federated Hermes
381
Federated Hermes
Pennsylvania
$173K -$173K -1,642 -50%
NFG
382
Next Financial Group
Texas
$169K +$167K +1,592 New
First Manhattan
383
First Manhattan
New York
$159K
LFG
384
LifePlan Financial Group
Ohio
$147K
FL
385
Fort LP
Maryland
$134K +$133K +1,264 New
SIM
386
Sonora Investment Management
Arizona
$129K +$42.8K +407 +50%
IWA
387
IBEX Wealth Advisors
New Jersey
$127K +$126K +1,198 New
CL
388
CSS LLC
Illinois
$127K +$126K +1,200 New
HR
389
Howe & Rusling
New York
$101K
PCG
390
Private Capital Group
Connecticut
$95K +$9.46K +90 +10%
DZ Bank
391
DZ Bank
Germany
$93K
GEA
392
Glen Eagle Advisors
New Jersey
$81.7K
BCI
393
Brinker Capital Investments
Pennsylvania
$75K +$74.6K +710 New
Point72 Asset Management
394
Point72 Asset Management
Connecticut
$74K -$2.5M -23,759 -97%
HFM
395
Harvest Fund Management
China
$74K +$34.9K +332 +90%
PI
396
PineBridge Investments
New York
$70K -$3.35M -31,842 -98%
BDS
397
Banco de Sabadell
Florida
$69K
ASN
398
Advisory Services Network
Georgia
$63K +$29K +276 +87%
CTC
399
Central Trust Company
Missouri
$61K
RCAG
400
Rehmann Capital Advisory Group
Michigan
$50.1K -$9.56K -91 -16%

EXR Hedge Fund Activity: Q2 2019 in Review

459 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2019, worth a combined $13.4B — up 2.3% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXR positions and 38 closed out — a net gain of 19 holders — while 161 added to existing stakes and 175 trimmed.

The largest buyer was Nuveen, adding an estimated $130M. The largest seller was VOYA Investment Management, cutting an estimated $181M.

  • 459 institutional investors held Extra Space Storage (EXR) as of Q2 2019, up from 445 in Q1 2019.
  • Funds reported $13.4B of Extra Space Storage stock for Q2 2019, up 2.3% quarter-over-quarter.
  • 57 funds opened new Extra Space Storage positions in Q2 2019 and 38 closed out, a net change of +19 holders.
  • The largest Extra Space Storage buyer in Q2 2019 was Nuveen, an estimated $130M added.
  • The largest Extra Space Storage seller in Q2 2019 was VOYA Investment Management, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2019.