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Extra Space Storage

445 hedge funds and large institutions have $13.1B invested in Extra Space Storage in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 168 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $47.6M | Put options by funds: $40.1M

16% more capital invested

Capital invested by funds: $11.2B → $13.1B (+$1.84B)

1.44% more ownership

Funds ownership: 99.59%101.02% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 167

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 464445 (-19)

27% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 60

Holders
445
Holders Change
-19
Holders Change %
-4.09%
% of All Funds
9.63%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
44
Increased
168
Reduced
167
Closed
60
Calls
$47.6M
Puts
$40.1M
Net Calls
+$7.52M
Net Calls Change
+$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
26
Centersquare Investment Management
Pennsylvania
$105M -$27.8M -289,704 -22%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$90.4M +$1.99M +20,740 +2%
ACM
28
Adelante Capital Management
California
$84.9M -$2.84M -29,577 -3%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$83.1M +$12.2M +127,499 +19%
UBS AM
30
UBS AM
Illinois
$75.2M -$2.62M -27,323 -4%
Goldman Sachs
31
Goldman Sachs
New York
$73M -$40.5M -421,842 -37%
Prudential Financial
32
Prudential Financial
New Jersey
$72.4M -$23.5M -244,976 -26%
TA
33
Teachers Advisors
New York
$67.7M -$188K -1,957 -0.3%
PAMU
34
Pictet Asset Management (UK)
United Kingdom
$67.5M -$43M -448,041 -40%
Bank of America
35
Bank of America
North Carolina
$66.2M +$7.37M +76,755 +13%
BCM
36
Bridgeway Capital Management
Texas
$61.4M -$2.47M -25,700 -4%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$55.2M -$5.09M -52,999 -9%
Swiss National Bank
38
Swiss National Bank
Switzerland
$55.1M +$5.15M +53,600 +11%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$53.5M +$796K +8,289 +2%
TCIM
40
TIAA CREF Investment Management
New York
$52.6M +$4.91M +51,133 +11%
DPIM
41
Duff & Phelps Investment Management
Illinois
$52.2M -$18.5M -192,854 -27%
Wells Fargo
42
Wells Fargo
California
$51.4M +$3.08M +32,091 +7%
T
43
TOBAM
France
$49M -$16.7M -174,102 -27%
CS
44
Credit Suisse
Switzerland
$47.4M -$1.1M -11,480 -2%
HRES
45
Heitman Real Estate Securities
Illinois
$47.4M -$482K -5,015 -1%
American Century Companies
46
American Century Companies
Missouri
$46.1M -$6.59M -68,576 -13%
Nordea Investment Management
47
Nordea Investment Management
Sweden
$42.6M +$2.48M +25,839 +7%
Barclays
48
Barclays
United Kingdom
$40.1M +$5.84M +60,772 +18%
JP Morgan Chase
49
JP Morgan Chase
New York
$37M +$4.35M +45,302 +14%
Axa
50
Axa
France
$36.7M +$6.54M +68,043 +23%

EXR Hedge Fund Activity: Q1 2019 in Review

445 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2019, worth a combined $13.1B — up 16% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of EXR and 44 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 168 added.

The largest buyer was Cohen & Steers, adding an estimated $156M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $81.1M.

  • 445 institutional investors held Extra Space Storage (EXR) as of Q1 2019, down from 464 in Q4 2018.
  • Funds reported $13.1B of Extra Space Storage stock for Q1 2019, up 16% quarter-over-quarter.
  • 44 funds opened new Extra Space Storage positions in Q1 2019 and 60 closed out, a net change of -16 holders.
  • The largest Extra Space Storage buyer in Q1 2019 was Cohen & Steers, an estimated $156M added.
  • The largest Extra Space Storage seller in Q1 2019 was CBRE Investment Management Listed Real Assets, an estimated $81.1M sold.

Based on aggregated 13F filings for Q1 2019.