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Extra Space Storage

389 hedge funds and large institutions have $10.7B invested in Extra Space Storage in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 146 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

17% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $12.2M

2% more funds holding

Funds holding: 383389 (+6)

4% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 141

3% more capital invested

Capital invested by funds: $10.5B → $10.7B (+$285M)

0.22% more ownership

Funds ownership: 106.53%106.75% (+0.22%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
389
Holders Change
+6
Holders Change %
+1.57%
% of All Funds
9.7%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
41
Increased
146
Reduced
141
Closed
28
Calls
$14.3M
Puts
$12.2M
Net Calls
+$2.08M
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
T
26
TOBAM
France
$66.9M +$4.87M +62,575 +8%
Aberdeen Group
27
Aberdeen Group
United Kingdom
$64.9M +$63.2M +811,685 New
Russell Investments Group
28
Russell Investments Group
United Kingdom
$61.6M +$23.9M +306,650 +66%
DPIM
29
Duff & Phelps Investment Management
Illinois
$55M -$9.23M -118,559 -15%
HRES
30
Heitman Real Estate Securities
Illinois
$55M +$11.8M +151,434 +28%
Norges Bank
31
Norges Bank
Norway
$54M +$4.05M +52,091 +8%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$52.8M -$535K -6,872 -1%
Wells Fargo
33
Wells Fargo
California
$52.1M +$1.52M +19,471 +3%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$49.7M -$18.8M -241,878 -28%
ACM
35
Adelante Capital Management
California
$49M -$17.3M -221,721 -27%
UBS AM
36
UBS AM
Illinois
$48.8M +$627K +8,061 +1%
TCIM
37
TIAA CREF Investment Management
New York
$47.8M +$6.32M +81,212 +16%
GC
38
Guggenheim Capital
Illinois
$47.1M +$451K +5,797 +1%
N
39
Nuveen
North Carolina
$46.7M +$44.4M +570,120 +3,898%
TA
40
Teachers Advisors
New York
$46.1M +$3.2M +41,098 +8%
Swiss National Bank
41
Swiss National Bank
Switzerland
$41.4M +$467K +6,000 +1%
Asset Management One
42
Asset Management One
Japan
$40.2M +$738K +9,476 +2%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$37.5M -$3.24M -41,590 -8%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$34.5M -$547K -7,033 -2%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$34M -$831K -10,679 -2%
Barclays
46
Barclays
United Kingdom
$30.7M +$5.87M +75,467 +24%
Prudential Financial
47
Prudential Financial
New Jersey
$28.8M -$17.2M -221,231 -38%
CS
48
Credit Suisse
Switzerland
$27.6M -$7.15M -91,801 -21%
Aviva
49
Aviva
United Kingdom
$23.8M +$9.03K +116 +0%
EVM
50
Eaton Vance Management
Massachusetts
$23.8M -$1.76M -22,583 -7%

EXR Hedge Fund Activity: Q3 2017 in Review

389 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2017, worth a combined $10.7B — up 2.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EXR positions and 28 closed out — a net gain of 13 holders — while 146 added to existing stakes and 141 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $196M. The largest seller was Cohen & Steers, cutting an estimated $174M.

  • 389 institutional investors held Extra Space Storage (EXR) as of Q3 2017, up from 383 in Q2 2017.
  • Funds reported $10.7B of Extra Space Storage stock for Q3 2017, up 2.7% quarter-over-quarter.
  • 41 funds opened new Extra Space Storage positions in Q3 2017 and 28 closed out, a net change of +13 holders.
  • The largest Extra Space Storage buyer in Q3 2017 was Deutsche Bank, an estimated $196M added.
  • The largest Extra Space Storage seller in Q3 2017 was Cohen & Steers, an estimated $174M sold.

Based on aggregated 13F filings for Q3 2017.