Extra Space Storage
499 hedge funds and large institutions have $14.8B invested in Extra Space Storage in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 196 increasing their positions, 166 reducing their positions, and 32 closing their positions.
128% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 32
18% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 166
17% more call options, than puts
Call options by funds: $24.1M | Put options by funds: $20.6M
11% more capital invested
Capital invested by funds: $13.4B → $14.8B (+$1.41B)
9% more funds holding
Funds holding: 459 → 499 (+40)
1.14% less ownership
Funds ownership: 99.2% → 98.06% (-1.1%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$195M |
| 2 |
Goldman Sachs
New York
|
+$125M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$80M |
| 4 |
JP Morgan Chase
New York
|
+$61.2M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$326M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$210M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$167M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$39.2M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$37.4M |
EXR Hedge Fund Activity: Q3 2019 in Review
499 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2019, worth a combined $14.8B — up 11% from $13.4B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new EXR positions and 32 closed out — a net gain of 41 holders — while 196 added to existing stakes and 166 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $195M. The largest seller was Cohen & Steers, cutting an estimated $326M.
- 499 institutional investors held Extra Space Storage (EXR) as of Q3 2019, up from 459 in Q2 2019.
- Funds reported $14.8B of Extra Space Storage stock for Q3 2019, up 11% quarter-over-quarter.
- 73 funds opened new Extra Space Storage positions in Q3 2019 and 32 closed out, a net change of +41 holders.
- The largest Extra Space Storage buyer in Q3 2019 was Fidelity Investments, an estimated $195M added.
- The largest Extra Space Storage seller in Q3 2019 was Cohen & Steers, an estimated $326M sold.
Based on aggregated 13F filings for Q3 2019.