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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
FC
376
FCA Corp
Texas
$267K
CAN
377
Cetera Advisor Networks
California
$266K +$76K +735 +42%
BCI
378
Brinker Capital Investments
Pennsylvania
$265K +$256K +2,475 New
BBVA
379
Banco Bilbao Vizcaya Argentaria
Spain
$262K +$25.2K +244 +11%
V
380
Veritable
Delaware
$258K -$290K -2,805 -54%
RIA
381
Realta Investment Advisors
Delaware
$255K -$11K -106 -4%
RMCM
382
Reynders McVeigh Capital Management
Massachusetts
$241K
Acadian Asset Management
383
Acadian Asset Management
Massachusetts
$240K -$317K -3,063 -58%
WPP
384
Whalerock Point Partners
Rhode Island
$238K -$205K -1,987 -89%
WT
385
Washington Trust
Rhode Island
$238K
ARMT
386
Amica Retiree Medical Trust
Rhode Island
$227K -$91.4K -884 -29%
AI
387
Atom Investors
Texas
$223K +$215K +2,081 New
NFG
388
Next Financial Group
Texas
$221K +$213K +2,065 New
AIP
389
Ameritas Investment Partners
Nebraska
$219K
CCM
390
Carderock Capital Management
Maryland
$218K -$35.8K -346 -15%
XM
391
XTX Markets
New York
$216K +$208K +2,017 New
VI
392
Versor Investments
New York
$214K -$92.2K -892 -31%
LWM
393
Liberty Wealth Management
California
$214K -$1.96K -19 -0.9%
BC
394
Burney Company
Virginia
$212K +$205K +1,981 New
AAM
395
Azzad Asset Management
Virginia
$210K -$106K -1,021 -34%
Federated Hermes
396
Federated Hermes
Pennsylvania
$190K -$39.5K -382 -18%
RE
397
RBC Europe
United Kingdom
$182K
IMRF
398
Illinois Municipal Retirement Fund
Illinois
$172K +$166K +1,605 New
CFGS
399
Concourse Financial Group Securities
Alabama
$168K -$27.6K -267 -15%
DZ Bank
400
DZ Bank
Germany
$160K

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.