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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
RIM
451
Rampart Investment Management
Connecticut
$7K -$213K -2,061 -97%
LC
452
Lindbrook Capital
California
$7K -$1.86K -18 -21%
EW
453
Evoke Wealth
California
$7K
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$7K
EARNEST Partners
455
EARNEST Partners
Georgia
$6K
NIC
456
Northwest Investment Counselors
Oregon
$6K +$5.48K +53 New
GEA
457
Glen Eagle Advisors
New Jersey
$5.14K
IFAM
458
Institutional & Family Asset Management
Colorado
$5K
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$4K
TWA
460
TCI Wealth Advisors
Arizona
$4K
TI
461
tru Independence
Oregon
$4K
Parallax Volatility Advisers
462
Parallax Volatility Advisers
California
$4K +$4.24K +41 New
Loomis, Sayles & Company
463
Loomis, Sayles & Company
Massachusetts
$3K
TCOV
464
Trust Company of Vermont
Vermont
$3K
WCG
465
Weaver Consulting Group
California
$3K
VFA
466
Valeo Financial Advisors
Indiana
$2K -$1.34K -13 -39%
EFSCE
467
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
PFBT
468
Parkside Financial Bank & Trust
Missouri
$2K
FMP
469
Financial Management Professionals
Texas
$2K +$310 +3 +18%
CWC
470
Carolinas Wealth Consulting
North Carolina
$2K +$930 +9 +64%
GWS
471
Glassman Wealth Services
Virginia
$2K +$930 +9 +69%
CA
472
Crewe Advisors
Utah
$2K +$1.55K +15 New
PFWA
473
Paces Ferry Wealth Advisors
Georgia
$2K +$1.55K +15 New
SBL
474
Sargent Bickham Lagudis
Colorado
$2K +$1.55K +15 New
HIA
475
Harbor Investment Advisory
Maryland
$2K +$1.96K +19 New

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.