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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
SWA
401
Sutton Wealth Advisors
Florida
$20.4K
AIC
402
Archer Investment Corporation
Indiana
$20K
ST
403
Smithfield Trust
Pennsylvania
$19K
HNB
404
Huntington National Bank
Ohio
$18K -$50.3K -524 -75%
CBOA
405
Commonwealth Bank of Australia
Australia
$17K
VCM
406
Versant Capital Management
Arizona
$17K
LFA
407
Legacy Financial Advisors
Kentucky
$16K +$1.73K +18 +13%
ZB
408
Zions Bancorporation
Utah
$14K
SIC
409
Salem Investment Counselors
North Carolina
$13K +$14K +146 New
QCG
410
Quadrant Capital Group
Ohio
$12K -$7.88K -82 -37%
S
411
SignatureFD
Georgia
$12K +$1.44K +15 +15%
CCM
412
Covington Capital Management
California
$11K
FCA
413
FinTrust Capital Advisors
South Carolina
$11K +$8.64K +90 +500%
Rockefeller Capital Management
414
Rockefeller Capital Management
New York
$11K +$9.99K +104 New
LWM
415
Lenox Wealth Management
Ohio
$10K -$7.11K -74 -43%
WT
416
Whittier Trust
California
$10K +$576 +6 +6%
AF
417
Advisornet Financial
Minnesota
$9K +$96 +1 +1%
OSAM
418
O'Shaughnessy Asset Management
Connecticut
$8K -$1.25K -13 -15%
PA
419
Parallel Advisors
California
$8K +$288 +3 +4%
PCP
420
Proficio Capital Partners
Massachusetts
$7K +$768 +8 +13%
IFAM
421
Institutional & Family Asset Management
Colorado
$6K -$1.34K -14 -19%
EARNEST Partners
422
EARNEST Partners
Georgia
$6K
BCA
423
Berman Capital Advisors
Georgia
$5K
DBT
424
Dubuque Bank & Trust
Iowa
$5K
TWA
425
TCI Wealth Advisors
Arizona
$5K

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.