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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
CFGS
401
Concourse Financial Group Securities
Alabama
$46K -$525 -5 -1%
CIA
402
CSat Investment Advisory
Michigan
$43K +$17.3K +165 +68%
CAW
403
Cornerstone Advisors (Washington)
Washington
$42K +$3.26K +31 +9%
GLI
404
Guardian Life Insurance
New York
$39K
OIA
405
OneDigital Investment Advisors
Kansas
$38K
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$37K +$8.09K +77 +28%
Loomis, Sayles & Company
407
Loomis, Sayles & Company
Massachusetts
$35K
GWM
408
Geneos Wealth Management
Colorado
$33K -$946 -9 -3%
GAM
409
Gemmer Asset Management
California
$29K
Bessemer Group
410
Bessemer Group
New Jersey
$26K +$24.4K +232 +2,578%
CAL
411
Capital Analysts LLC
Pennsylvania
$25K +$210 +2 +0.9%
S
412
SignatureFD
Georgia
$25K +$12.8K +122 +103%
FCA
413
FinTrust Capital Advisors
South Carolina
$25K +$13.2K +126 +117%
SSB
414
Sandy Spring Bank
Maryland
$22K
SWA
415
Sutton Wealth Advisors
Florida
$21.2K
ST
416
Smithfield Trust
Pennsylvania
$20K
SPIA
417
Steward Partners Investment Advisory
New York
$20K +$20.6K +196 New
HNB
418
Huntington National Bank
Ohio
$18K
CBOA
419
Commonwealth Bank of Australia
Australia
$18K +$420 +4 +2%
SIC
420
Salem Investment Counselors
North Carolina
$15K
FHA
421
Flagship Harbor Advisors
Massachusetts
$15K +$10.5K +100 +217%
ZB
422
Zions Bancorporation
Utah
$14K
FAM
423
Fred Alger Management
New York
$14K +$13.9K +132 New
FHA
424
First Horizon Advisors
Tennessee
$13K -$16.8K -160 -56%
CCM
425
Covington Capital Management
California
$12K

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.