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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
IA
451
Inspire Advisors
Idaho
$6K +$5.58K +49 New
WEC
452
Winslow Evans & Crocker
Massachusetts
$6K +$5.81K +51 New
GEA
453
Glen Eagle Advisors
New Jersey
$5.56K
SPIA
454
Steward Partners Investment Advisory
New York
$5K -$21.5K -189 -80%
IFAM
455
Institutional & Family Asset Management
Colorado
$5K
RPWA
456
Regent Peak Wealth Advisors
Georgia
$5K +$4.67K +41 New
AIG
457
American International Group
New York
$4.97K -$246K -2,159 -5%
TWA
458
TCI Wealth Advisors
Arizona
$4K -$1.02K -9 -22%
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$4K
TCOV
460
Trust Company of Vermont
Vermont
$4K
PWPS
461
Pinnacle Wealth Planning Services
Ohio
$4K +$4.33K +38 New
EFSCE
462
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
GWS
463
Glassman Wealth Services
Virginia
$3K +$342 +3 +14%
FHC
464
First Horizon Corporation
Tennessee
$3K +$1.14K +10 +48%
TFS
465
TrustCore Financial Services
Tennessee
$3K +$3.42K +30 New
CWC
466
Carolinas Wealth Consulting
North Carolina
$2K -$1.14K -10 -43%
FMP
467
Financial Management Professionals
Texas
$2K
HIA
468
Harbor Investment Advisory
Maryland
$2K
PFBT
469
Parkside Financial Bank & Trust
Missouri
$2K
SBL
470
Sargent Bickham Lagudis
Colorado
$2K
VFA
471
Valeo Financial Advisors
Indiana
$2K
Fidelity International
472
Fidelity International
Bermuda
$2K +$1.02K +9 +180%
SFO
473
Standard Family Office
South Dakota
$2K +$1.48K +13 New
ONST
474
Old North State Trust
North Carolina
$2K +$1.94K +17 New
TFO
475
Tarbox Family Office
California
$1K

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.