We are live on ! Find out more
EXR icon

Extra Space Storage

265 hedge funds and large institutions have $6.11B invested in Extra Space Storage in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $313K | Put options by funds: $106K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $5.46B → $6.11B (+$653M)

2% more funds holding

Funds holding: 259265 (+6)

1.67% more ownership

Funds ownership: 97.29%98.96% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 113

Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
7.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
95
Reduced
113
Closed
23
Calls
$313K
Puts
$106K
Net Calls
+$207K
Net Calls Change
-$453K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teachers Advisors
New York
$56.5M -$7.62M -147,810 -12%
O
27
OppenheimerFunds
New York
$53.9M +$10.2M +197,930 +24%
ACM
28
Adelante Capital Management
California
$49.6M -$6.73M -130,559 -12%
Ameriprise
29
Ameriprise
Minnesota
$43.9M -$3.36M -65,197 -7%
Goldman Sachs
30
Goldman Sachs
New York
$43.1M +$8.54M +165,685 +26%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$41.5M -$32.1K -623 -0.1%
CA
32
Cortland Advisers
Delaware
$41.3M -$11.6M -224,600 -22%
BG
33
BlackRock Group
United Kingdom
$39.8M +$4.78M +92,665 +14%
Invesco
34
Invesco
Georgia
$35.6M -$370K -7,182 -1%
Wells Fargo
35
Wells Fargo
California
$34.7M +$750K +14,542 +2%
N
36
Nuveen
North Carolina
$32.1M -$30.1M -583,762 -49%
Prudential Financial
37
Prudential Financial
New Jersey
$30.3M +$1.21M +23,535 +4%
CS
38
Credit Suisse
Switzerland
$30.2M -$118K -2,286 -0.4%
Barclays
39
Barclays
United Kingdom
$25.2M -$6.9M -133,929 -22%
Lazard Asset Management
40
Lazard Asset Management
New York
$25.1M -$776K -15,044 -3%
IG
41
ING Group
Netherlands
$24.9M -$47.5M -920,674 -66%
BIM
42
BlackRock Investment Management
Delaware
$24.7M +$2.41M +46,786 +11%
Fisher Asset Management
43
Fisher Asset Management
Washington
$24.2M -$657K -12,745 -3%
Charles Schwab
44
Charles Schwab
California
$23.9M +$1.53M +29,762 +7%
SAM
45
Securian Asset Management
Minnesota
$22.9M +$2.55M +49,542 +13%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$20.8M -$25.8K -500 -0.1%
WBC
47
Westpac Banking Corp
Australia
$20.4M -$897K -17,400 -4%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$20.4M -$356K -6,900 -2%
RFC
49
Russell Frank Company
Washington
$20.3M -$23.7M -460,339 -55%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$19.9M +$1.27M +24,700 +7%

EXR Hedge Fund Activity: Q2 2014 in Review

265 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2014, worth a combined $6.11B — up 12% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EXR positions and 23 closed out — a net gain of 8 holders — while 95 added to existing stakes and 113 trimmed.

The largest buyer was PGGM Investments, adding an estimated $106M. The largest seller was ING Group, cutting an estimated $47.5M.

  • 265 institutional investors held Extra Space Storage (EXR) as of Q2 2014, up from 259 in Q1 2014.
  • Funds reported $6.11B of Extra Space Storage stock for Q2 2014, up 12% quarter-over-quarter.
  • 31 funds opened new Extra Space Storage positions in Q2 2014 and 23 closed out, a net change of +8 holders.
  • The largest Extra Space Storage buyer in Q2 2014 was PGGM Investments, an estimated $106M added.
  • The largest Extra Space Storage seller in Q2 2014 was ING Group, an estimated $47.5M sold.

Based on aggregated 13F filings for Q2 2014.