We are live on ! Find out more
EXR icon

Extra Space Storage

482 hedge funds and large institutions have $14.8B invested in Extra Space Storage in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 191 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $4.44M | Put options by funds: $3.74M

8% more capital invested

Capital invested by funds: $13.7B → $14.8B (+$1.11B)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 176

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 483482 (-1)

0.55% less ownership

Funds ownership: 99.36%98.81% (-0.55%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
482
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
191
Reduced
176
Closed
51
Calls
$4.44M
Puts
$3.74M
Net Calls
+$695K
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
Sutton Wealth Advisors
Florida
$25.7K
HNB
427
Huntington National Bank
Ohio
$25K -$342 -3 -1%
ST
428
Smithfield Trust
Pennsylvania
$25K
GAM
429
Gemmer Asset Management
California
$24K -$6.95K -61 -23%
RFA
430
Reilly Financial Advisors
California
$24K +$228 +2 +1%
AIM
431
Anchor Investment Management
South Carolina
$23.2K
NIM
432
NuWave Investment Management
New Jersey
$22K +$21.8K +191 New
IA
433
IFP Advisors
Florida
$20K
CI
434
CX Institutional
Indiana
$19K +$1.14K +10 +7%
EI
435
Ellevest Inc
New York
$19K +$7.52K +66 +67%
PA
436
Parallel Advisors
California
$18K -$455 -4 -2%
SIC
437
Salem Investment Counselors
North Carolina
$17K
APA
438
American Portfolios Advisors
New York
$16.9K +$16.6K +146 New
NFSG
439
Newbridge Financial Services Group
Florida
$16K
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$15K +$1.25K +11 +10%
PWMG
441
Prestige Wealth Management Group
New Jersey
$14K -$6.49K -57 -31%
HFM
442
Harvest Fund Management
China
$14K +$14.5K +127 New
BCA
443
Berman Capital Advisors
Georgia
$13K +$1.71K +15 +15%
PI
444
PEAK6 Investments
Illinois
$12K +$12.2K +107 New
FF
445
FourThought Financial
Florida
$11K +$11.6K +102 New
ZB
446
Zions Bancorporation
Utah
$10K -$342 -3 -3%
SLF
447
Sun Life Financial
Ontario, Canada
$9K -$114 -1 -1%
FMII
448
Farmers & Merchants Investments Inc
Nebraska
$8K
EARNEST Partners
449
EARNEST Partners
Georgia
$7K
EW
450
Evoke Wealth
California
$7K

EXR Hedge Fund Activity: Q4 2020 in Review

482 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2020, worth a combined $14.8B — up 8.1% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXR positions and 51 closed out — a net gain of 4 holders — while 191 added to existing stakes and 176 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $148M. The largest seller was Capital World Investors, cutting an estimated $207M.

  • 482 institutional investors held Extra Space Storage (EXR) as of Q4 2020, down from 483 in Q3 2020.
  • Funds reported $14.8B of Extra Space Storage stock for Q4 2020, up 8.1% quarter-over-quarter.
  • 55 funds opened new Extra Space Storage positions in Q4 2020 and 51 closed out, a net change of +4 holders.
  • The largest Extra Space Storage buyer in Q4 2020 was Cohen & Steers, an estimated $148M added.
  • The largest Extra Space Storage seller in Q4 2020 was Capital World Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.