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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
KWM
426
Keebeck Wealth Management
Illinois
$18K +$18.6K +200 New
QCG
427
Quadrant Capital Group
Ohio
$17K -$66.6K -717 -79%
FHA
428
First Horizon Advisors
Tennessee
$17K
PWMG
429
Prestige Wealth Management Group
New Jersey
$15K +$1.58K +17 +12%
PA
430
Parallel Advisors
California
$14K -$12.8K -138 -46%
IA
431
IFP Advisors
Florida
$13K
SIC
432
Salem Investment Counselors
North Carolina
$13K
ST
433
Smithfield Trust
Pennsylvania
$13K +$9.02K +97 +216%
HNB
434
Huntington National Bank
Ohio
$11K +$1.3K +14 +13%
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$11K +$9.11K +98 +576%
EI
436
Ellevest Inc
New York
$10K +$7.34K +79 +247%
ZB
437
Zions Bancorporation
Utah
$9K -$1.77K -19 -16%
BL
438
Balentine LLC
Georgia
$9K +$8.92K +96 New
LC
439
Lindbrook Capital
California
$8K -$3.9K -42 -33%
BCA
440
Berman Capital Advisors
Georgia
$8K +$558 +6 +7%
SLF
441
Sun Life Financial
Ontario, Canada
$7K -$93 -1 -1%
EW
442
Evoke Wealth
California
$6K
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$6K
LWM
444
Lenox Wealth Management
Ohio
$6K
CI
445
CX Institutional
Indiana
$6K +$2.79K +30 +77%
EARNEST Partners
446
EARNEST Partners
Georgia
$5K
GEA
447
Glen Eagle Advisors
New Jersey
$4.43K -$103K -1,105 -96%
TWA
448
TCI Wealth Advisors
Arizona
$4K -$372 -4 -9%
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$4K
FWM
450
FSA Wealth Management
Massachusetts
$4K

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.