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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
FMII
426
Farmers & Merchants Investments Inc
Nebraska
$5K +$960 +10 +24%
MNBTD
427
Moody National Bank Trust Division
Texas
$5K +$4.51K +47 New
CAGAS
428
Capital Advisory Group Advisory Services
Minnesota
$4K
PWM
429
PRW Wealth Management
Massachusetts
$4K
FHA
430
Flagship Harbor Advisors
Massachusetts
$4K +$96 +1 +2%
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.11K +22 New
CFG
432
Citizens Financial Group
Rhode Island
$4K +$3.55K +37 New
TCOV
433
Trust Company of Vermont
Vermont
$3K -$3.07K -32 -50%
NSIM
434
North Star Investment Management
Illinois
$3K
OFW
435
Omnia Family Wealth
Florida
$3K
PFBT
436
Parkside Financial Bank & Trust
Missouri
$3K
GRP
437
Global Retirement Partners
California
$3K +$2.4K +25 New
CI
438
CX Institutional
Indiana
$3K +$2.69K +28 New
FGAM
439
Financial Gravity Asset Management
Texas
$3K +$3.17K +33 New
LC
440
Lindbrook Capital
California
$2K
Fidelity International
441
Fidelity International
Bermuda
$2K +$288 +3 +21%
GWS
442
Glassman Wealth Services
Virginia
$2K +$1.44K +15 +250%
GT
443
Glenmede Trust
Pennsylvania
$1.65K +$269K +2,799 +21%
IA
444
IFP Advisors
Florida
$1K -$134K -1,396 -99%
Bessemer Group
445
Bessemer Group
New Jersey
$1K -$19.3K -201 -96%
BWM
446
BerganKDV Wealth Management
Minnesota
$1K
ESB
447
Essex Savings Bank
Connecticut
$1K
AACA
448
American Assets Capital Advisers
California
-$10.8M -119,300 Closed
SP
449
Sarasin & Partners
United Kingdom
-$7.32M -80,870 Closed
UOC
450
UBS O'Connor
Illinois
-$4.35M -48,100 Closed

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.