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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
QCG
426
Quadrant Capital Group
Ohio
$12K
SLF
427
Sun Life Financial
Ontario, Canada
$11K -$11.9K -113 -52%
WT
428
Whittier Trust
California
$11K
VCM
429
Versant Capital Management
Arizona
$10K -$7.77K -74 -44%
AF
430
Advisornet Financial
Minnesota
$10K
LWM
431
Lenox Wealth Management
Ohio
$10K
PA
432
Parallel Advisors
California
$8K
PCP
433
Proficio Capital Partners
Massachusetts
$8K +$630 +6 +9%
SCA
434
Stonebridge Capital Advisors
Minnesota
$8K +$7.56K +72 New
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$7K +$1.37K +13 +25%
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$6K -$2.21K -21 -28%
BCA
437
Berman Capital Advisors
Georgia
$6K
EARNEST Partners
438
EARNEST Partners
Georgia
$6K
MAM
439
Meeder Asset Management
Ohio
$6K +$5.78K +55 New
ED
440
Exane Derivatives
France
$5.3K -$168K -1,601 -97%
MWM
441
Merriman Wealth Management
Washington
$5.18K
IFAM
442
Institutional & Family Asset Management
Colorado
$5K -$1.47K -14 -24%
TWA
443
TCI Wealth Advisors
Arizona
$5K
DWM
444
Destination Wealth Management
California
$5K +$4.94K +47 New
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$4K
CI
446
CX Institutional
Indiana
$4K +$525 +5 +18%
TCOV
447
Trust Company of Vermont
Vermont
$3K
PFBT
448
Parkside Financial Bank & Trust
Missouri
$3K +$420 +4 +15%
WCG
449
Weaver Consulting Group
California
$3K +$3.15K +30 New
Fidelity International
450
Fidelity International
Bermuda
$2K

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.