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Extra Space Storage

482 hedge funds and large institutions have $14.8B invested in Extra Space Storage in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 191 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $4.44M | Put options by funds: $3.74M

8% more capital invested

Capital invested by funds: $13.7B → $14.8B (+$1.11B)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 176

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 483482 (-1)

0.55% less ownership

Funds ownership: 99.36%98.81% (-0.55%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
482
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
191
Reduced
176
Closed
51
Calls
$4.44M
Puts
$3.74M
Net Calls
+$695K
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
401
First Manhattan
New York
$130K
ED
402
Exane Derivatives
France
$127K +$125K +1,094 New
CAAS
403
Capital Asset Advisory Services
Michigan
$104K +$103K +901 New
HR
404
Howe & Rusling
New York
$93K -$17.1K -150 -16%
Rockefeller Capital Management
405
Rockefeller Capital Management
New York
$92K +$8.31K +73 +10%
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.8K +$83.4K +732 New
LIM
407
Longfellow Investment Management
Massachusetts
$82K +$79.8K +701 New
QCG
408
Quadrant Capital Group
Ohio
$79K +$9.34K +82 +14%
BDS
409
Banco de Sabadell
Florida
$75K
WAM
410
Wolverine Asset Management
Illinois
$73K +$72.4K +636 New
VCG
411
Vantage Consulting Group
Virginia
$71K +$69.6K +611 New
CTC
412
Central Trust Company
Missouri
$64K
PCG
413
Private Capital Group
Connecticut
$58K +$12.8K +112 +29%
HPC
414
HM Payson & Co
Maine
$52K -$797 -7 -2%
IAIM
415
International Assets Investment Management
Florida
$51K +$50.3K +442 New
CAL
416
Capital Analysts LLC
Pennsylvania
$47K -$1.94K -17 -4%
TH
417
TCTC Holdings
Texas
$44K +$43.5K +382 New
CIA
418
CSat Investment Advisory
Michigan
$43K -$39.3K -345 -48%
LC
419
Lindbrook Capital
California
$43K +$34.6K +304 +441%
GWM
420
Geneos Wealth Management
Colorado
$42K +$22.5K +198 +62%
FHA
421
First Horizon Advisors
Tennessee
$34K +$12.4K +109 +59%
TPCW
422
TD Private Client Wealth
New York
$31.9K -$569 -5 -2%
MAM
423
Meeder Asset Management
Ohio
$31K -$1M -8,790 -97%
S
424
SignatureFD
Georgia
$28K +$2.39K +21 +10%
NSB
425
Norway Savings Bank
Maine
$26K

EXR Hedge Fund Activity: Q4 2020 in Review

482 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2020, worth a combined $14.8B — up 8.1% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXR positions and 51 closed out — a net gain of 4 holders — while 191 added to existing stakes and 176 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $148M. The largest seller was Capital World Investors, cutting an estimated $207M.

  • 482 institutional investors held Extra Space Storage (EXR) as of Q4 2020, down from 483 in Q3 2020.
  • Funds reported $14.8B of Extra Space Storage stock for Q4 2020, up 8.1% quarter-over-quarter.
  • 55 funds opened new Extra Space Storage positions in Q4 2020 and 51 closed out, a net change of +4 holders.
  • The largest Extra Space Storage buyer in Q4 2020 was Cohen & Steers, an estimated $148M added.
  • The largest Extra Space Storage seller in Q4 2020 was Capital World Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.