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Extra Space Storage

467 hedge funds and large institutions have $11.6B invested in Extra Space Storage in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 167 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $7.65M

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

2% more funds holding

Funds holding: 459467 (+8)

0.91% more ownership

Funds ownership: 98.95%99.86% (+0.91%)

7% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 180

6% less capital invested

Capital invested by funds: $12.3B → $11.6B (-$688M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
467
Holders Change
+8
Holders Change %
+1.74%
% of All Funds
9.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
67
Increased
167
Reduced
180
Closed
57
Calls
$10.7M
Puts
$7.65M
Net Calls
+$3.05M
Net Calls Change
-$781K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
401
Meeder Asset Management
Ohio
$75K +$71K +764 +1,592%
Rockefeller Capital Management
402
Rockefeller Capital Management
New York
$67K +$3.81K +41 +6%
AA
403
AlphaCentric Advisors
Puerto Rico
$67K +$66.9K +720 New
CIA
404
CSat Investment Advisory
Michigan
$65K +$14.7K +158 +29%
LFG
405
LifePlan Financial Group
Ohio
$62K -$66.9K -720 -52%
BDS
406
Banco de Sabadell
Florida
$60K
Lazard Asset Management
407
Lazard Asset Management
New York
$59K -$886K -9,528 -94%
CTC
408
Central Trust Company
Missouri
$51K
HS
409
Horan Securities
United States
$46K +$46.5K +500 New
WAM
410
Wolverine Asset Management
Illinois
$45K +$46.2K +497 New
PCG
411
Private Capital Group
Connecticut
$42K -$8.18K -88 -16%
DCM
412
Davis Capital Management
Florida
$36K
IA
413
IndexIQ Advisors
New York
$35K +$30.8K +331 +752%
GWM
414
Geneos Wealth Management
Colorado
$28K
WT
415
Whittier Trust
California
$27K +$17.8K +192 +202%
GAM
416
Gemmer Asset Management
California
$25K -$837 -9 -3%
PAG
417
Private Advisor Group
New Jersey
$25K +$25.3K +272 New
CAL
418
Capital Analysts LLC
Pennsylvania
$21K +$186 +2 +0.9%
SWA
419
Sutton Wealth Advisors
Florida
$20.5K
FHA
420
Flagship Harbor Advisors
Massachusetts
$20K +$93 +1 +0.4%
FWM
421
Filbrandt Wealth Management
Wisconsin
$20K +$19.8K +213 New
TPCW
422
TD Private Client Wealth
New York
$19.7K -$2.7K -29 -12%
S
423
SignatureFD
Georgia
$19K -$13.2K -142 -40%
RFA
424
Reilly Financial Advisors
California
$19K +$186 +2 +1%
SPIA
425
Steward Partners Investment Advisory
New York
$18K

EXR Hedge Fund Activity: Q2 2020 in Review

467 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2020, worth a combined $11.6B — down 5.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EXR positions and 57 closed out — a net gain of 10 holders — while 167 added to existing stakes and 180 trimmed.

The largest buyer was Capital World Investors, adding an estimated $98.1M. The largest seller was Massachusetts Financial Services, cutting an estimated $77.5M.

  • 467 institutional investors held Extra Space Storage (EXR) as of Q2 2020, up from 459 in Q1 2020.
  • Funds reported $11.6B of Extra Space Storage stock for Q2 2020, down 5.6% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q2 2020 and 57 closed out, a net change of +10 holders.
  • The largest Extra Space Storage buyer in Q2 2020 was Capital World Investors, an estimated $98.1M added.
  • The largest Extra Space Storage seller in Q2 2020 was Massachusetts Financial Services, an estimated $77.5M sold.

Based on aggregated 13F filings for Q2 2020.