EXR icon

Extra Space Storage
EXR

Overview Fund Activity

450 hedge funds and large institutions have $12.9B invested in Extra Space Storage in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 150 increasing their positions, 163 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+7
Holders Change %
+1.58%
% of All Funds
10.32%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
60
Increased
150
Reduced
163
Closed
48
Calls
$20M
Puts
$101M
Net Calls
-$80.7M
Net Calls Change
-$51.1M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$138M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$138M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$78M
4
BCM
Bridgeway Capital Management
Texas
+$66.6M
5
Ameriprise
Ameriprise
Minnesota
+$34.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$299M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$85.4M
3
GC
Guggenheim Capital
Illinois
-$58.7M
4
Goldman Sachs
Goldman Sachs
New York
-$50.9M
5
Invesco
Invesco
Georgia
-$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$23K +$786 +8 +4%
JA
402
JOYN Advisors
Georgia
$21K +$20.7K +210 +7,000%
SSB
403
Sandy Spring Bank
Maryland
$20K – – –
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$19K -$4.75K -48 -20%
VCM
405
Versant Capital Management
Arizona
$18K -$191 -2 -1%
ST
406
Smithfield Trust
Pennsylvania
$18K – – –
DSI
407
Daiwa SB Investments
Japan
$17K – – –
SPIA
408
Steward Partners Investment Advisory
New York
$15K – – –
SIC
409
Salem Investment Counselors
North Carolina
$15K – – –
CBOA
410
Commonwealth Bank of Australia
Australia
$15K +$1.36K +15 +10%
CF
411
Centaurus Financial
California
$15K +$15K +155 New
MSE
412
MUFG Securities EMEA
United Kingdom
$14K +$14K +141 New
CIA
413
CSat Investment Advisory
Michigan
$14K +$14K +143 New
QCG
414
Quadrant Capital Group
Ohio
$12K – – –
Bessemer Group
415
Bessemer Group
New Jersey
$11K -$1.5K -15 -12%
ZB
416
Zions Bancorporation
Utah
$11K – – –
FGAM
417
Financial Gravity Asset Management
Texas
$11K +$10.2K +108 +1,350%
PHK
418
Point72 Hong Kong
Hong Kong
$10K -$55.1K -540 -85%
LNB
419
Ledyard National Bank
$10K – – –
AF
420
Advisornet Financial
Minnesota
$9K – – –
WT
421
Whittier Trust
California
$9K – – –
RWA
422
Ropes Wealth Advisors
Massachusetts
$8K – – –
TCOV
423
Trust Company of Vermont
Vermont
$8K +$8K +79 New
PCP
424
Proficio Capital Partners
Massachusetts
$7K +$955 +9 +16%
EARNEST Partners
425
EARNEST Partners
Georgia
$6K – – –
15 16
17
18 19