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Extra Space Storage

459 hedge funds and large institutions have $12.3B invested in Extra Space Storage in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $5.46M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.89% less ownership

Funds ownership: 99.85%98.95% (-0.89%)

7% less funds holding

Funds holding: 494459 (-35)

10% less capital invested

Capital invested by funds: $13.6B → $12.3B (-$1.36B)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

38% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 76

Holders
459
Holders Change
-35
Holders Change %
-7.09%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
47
Increased
166
Reduced
189
Closed
76
Calls
$9.28M
Puts
$5.46M
Net Calls
+$3.83M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
401
TD Private Client Wealth
New York
$23.2K +$13.1K +126 +109%
FCA
402
FinTrust Capital Advisors
South Carolina
$22K
CAL
403
Capital Analysts LLC
Pennsylvania
$22K +$104 +1 +0.4%
SWA
404
Sutton Wealth Advisors
Florida
$21.3K +$2.29K +22 +11%
FHA
405
Flagship Harbor Advisors
Massachusetts
$21K +$208 +2 +0.9%
SSB
406
Sandy Spring Bank
Maryland
$20K
RFA
407
Reilly Financial Advisors
California
$19K +$208 +2 +1%
Bessemer Group
408
Bessemer Group
New Jersey
$18K -$833 -8 -4%
SPIA
409
Steward Partners Investment Advisory
New York
$18K
FHA
410
First Horizon Advisors
Tennessee
$18K +$7.39K +71 +62%
PFO
411
Pathstone Family Office
New Jersey
$17K +$18.6K +179 New
SIC
412
Salem Investment Counselors
North Carolina
$14K
PWMG
413
Prestige Wealth Management Group
New Jersey
$14K +$14.7K +141 New
IA
414
IFP Advisors
Florida
$13K +$14.5K +139 +869%
ZB
415
Zions Bancorporation
Utah
$12K -$1.87K -18 -13%
AIC
416
Ameritas Investment Company
Nebraska
$12K
LC
417
Lindbrook Capital
California
$12K +$11K +106 +461%
AF
418
Advisornet Financial
Minnesota
$11K
PRC
419
Pearl River Capital
Michigan
$10K -$270K -2,590 -96%
HNB
420
Huntington National Bank
Ohio
$10K -$1.15K -11 -9%
PCM
421
Prelude Capital Management
New York
$10K +$10.7K +103 New
WT
422
Whittier Trust
California
$9K -$625 -6 -6%
AT
423
Arden Trust
Delaware
$8K +$8.23K +79 New
OPS
424
Orion Portfolio Solutions
Nebraska
$7K -$625 -6 -8%
SLF
425
Sun Life Financial
Ontario, Canada
$7K +$104 +1 +1%

EXR Hedge Fund Activity: Q1 2020 in Review

459 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2020, worth a combined $12.3B — down 10% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXR and 47 opened new positions — a net loss of 29 holders — while 189 trimmed existing stakes and 166 added.

The largest buyer was PGGM Investments, adding an estimated $134M. The largest seller was Goldman Sachs, cutting an estimated $123M.

  • 459 institutional investors held Extra Space Storage (EXR) as of Q1 2020, down from 494 in Q4 2019.
  • Funds reported $12.3B of Extra Space Storage stock for Q1 2020, down 10% quarter-over-quarter.
  • 47 funds opened new Extra Space Storage positions in Q1 2020 and 76 closed out, a net change of -29 holders.
  • The largest Extra Space Storage buyer in Q1 2020 was PGGM Investments, an estimated $134M added.
  • The largest Extra Space Storage seller in Q1 2020 was Goldman Sachs, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2020.