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Extra Space Storage

483 hedge funds and large institutions have $13.7B invested in Extra Space Storage in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 163 increasing their positions, 196 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $5.72M

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $11.6B → $13.7B (+$2.09B)

3% more funds holding

Funds holding: 467483 (+16)

0.5% less ownership

Funds ownership: 99.86%99.36% (-0.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 196

Holders
483
Holders Change
+16
Holders Change %
+3.43%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
57
Increased
163
Reduced
196
Closed
36
Calls
$23.8M
Puts
$5.72M
Net Calls
+$18M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
426
Gemmer Asset Management
California
$29K
SPIA
427
Steward Partners Investment Advisory
New York
$25K +$4.03K +39 +20%
WT
428
Whittier Trust
California
$24K -$6.2K -60 -21%
HNB
429
Huntington National Bank
Ohio
$24K +$10.5K +102 +86%
NSB
430
Norway Savings Bank
Maine
$24K +$23.3K +225 New
SWA
431
Sutton Wealth Advisors
Florida
$23.8K
S
432
SignatureFD
Georgia
$23K +$827 +8 +4%
ST
433
Smithfield Trust
Pennsylvania
$23K +$7.75K +75 +53%
RFA
434
Reilly Financial Advisors
California
$22K +$207 +2 +1%
AIM
435
Anchor Investment Management
South Carolina
$21.4K -$186K -1,800 -90%
FHA
436
First Horizon Advisors
Tennessee
$20K
PWMG
437
Prestige Wealth Management Group
New Jersey
$19K +$2.48K +24 +15%
PFO
438
Pathstone Family Office
New Jersey
$19K +$18.5K +179 New
PA
439
Parallel Advisors
California
$17K
IA
440
IFP Advisors
Florida
$17K +$1.96K +19 +12%
SIC
441
Salem Investment Counselors
North Carolina
$16K
CI
442
CX Institutional
Indiana
$16K +$8.37K +81 +117%
NFSG
443
Newbridge Financial Services Group
Florida
$15K +$14.5K +140 New
FHA
444
Flagship Harbor Advisors
Massachusetts
$13K -$10.5K -102 -46%
OSAM
445
O'Shaughnessy Asset Management
Connecticut
$12K
Millennium Management
446
Millennium Management
New York
$10.8K +$4.64M +44,875 +80%
EI
447
Ellevest Inc
New York
$10K -$1.34K -13 -12%
ZB
448
Zions Bancorporation
Utah
$10K -$1.14K -11 -11%
BCA
449
Berman Capital Advisors
Georgia
$9K
SLF
450
Sun Life Financial
Ontario, Canada
$8K +$207 +2 +3%

EXR Hedge Fund Activity: Q3 2020 in Review

483 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2020, worth a combined $13.7B — up 18% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXR positions and 36 closed out — a net gain of 21 holders — while 163 added to existing stakes and 196 trimmed.

The largest buyer was Capital World Investors, adding an estimated $109M. The largest seller was Cohen & Steers, cutting an estimated $216M.

  • 483 institutional investors held Extra Space Storage (EXR) as of Q3 2020, up from 467 in Q2 2020.
  • Funds reported $13.7B of Extra Space Storage stock for Q3 2020, up 18% quarter-over-quarter.
  • 57 funds opened new Extra Space Storage positions in Q3 2020 and 36 closed out, a net change of +21 holders.
  • The largest Extra Space Storage buyer in Q3 2020 was Capital World Investors, an estimated $109M added.
  • The largest Extra Space Storage seller in Q3 2020 was Cohen & Steers, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2020.