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Extra Space Storage

459 hedge funds and large institutions have $12.3B invested in Extra Space Storage in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $5.46M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.89% less ownership

Funds ownership: 99.85%98.95% (-0.89%)

7% less funds holding

Funds holding: 494459 (-35)

10% less capital invested

Capital invested by funds: $13.6B → $12.3B (-$1.36B)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

38% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 76

Holders
459
Holders Change
-35
Holders Change %
-7.09%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
47
Increased
166
Reduced
189
Closed
76
Calls
$9.28M
Puts
$5.46M
Net Calls
+$3.83M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$87.4M +$2.82M +27,036 +3%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$87.2M -$14M -134,810 -13%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$77M +$6.59M +63,318 +9%
ACM
29
Adelante Capital Management
California
$73.6M +$1.8M +17,266 +2%
Swiss National Bank
30
Swiss National Bank
Switzerland
$70.7M +$17.1M +164,000 +29%
Citadel Advisors
31
Citadel Advisors
Florida
$67.4M +$61.5M +590,361 +521%
Ameriprise
32
Ameriprise
Minnesota
$67.2M +$42.8M +410,721 +141%
Capital International Investors
33
Capital International Investors
California
$66.7M +$72.5M +696,148 New
Bank of America
34
Bank of America
North Carolina
$65M -$18.1M -174,091 -20%
DPIM
35
Duff & Phelps Investment Management
Illinois
$63.8M +$24.8M +237,700 +55%
CS
36
Credit Suisse
Switzerland
$60.4M +$1.84M +17,673 +3%
HRES
37
Heitman Real Estate Securities
Illinois
$59.9M +$11M +105,305 +20%
PAMU
38
Pictet Asset Management (UK)
United Kingdom
$56.7M -$2.82M -27,130 -4%
American Century Companies
39
American Century Companies
Missouri
$50.3M +$13M +124,922 +31%
CIMLRA
40
CBRE Investment Management Listed Real Assets
Pennsylvania
$48.2M +$14.1M +135,696 +37%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$48.1M +$393K +3,772 +0.8%
JP Morgan Chase
42
JP Morgan Chase
New York
$42.7M -$6.66M -63,951 -13%
Renaissance Technologies
43
Renaissance Technologies
New York
$42.5M +$42.4M +406,736 +1,096%
Morgan Stanley
44
Morgan Stanley
New York
$38.5M -$7.02M -67,463 -14%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$36.8M -$45.8M -440,049 -53%
Prudential Financial
46
Prudential Financial
New Jersey
$35.7M -$49.1M -471,378 -56%
Axa
47
Axa
France
$34.1M +$3.58M +34,340 +11%
Wells Fargo
48
Wells Fargo
California
$33.7M -$11.6M -111,042 -24%
PPA
49
Parametric Portfolio Associates
Washington
$32.1M +$3.89M +37,374 +13%
Canada Life
50
Canada Life
Manitoba, Canada
$30.3M +$862K +8,278 +3%

EXR Hedge Fund Activity: Q1 2020 in Review

459 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2020, worth a combined $12.3B — down 10% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXR and 47 opened new positions — a net loss of 29 holders — while 189 trimmed existing stakes and 166 added.

The largest buyer was PGGM Investments, adding an estimated $134M. The largest seller was Goldman Sachs, cutting an estimated $123M.

  • 459 institutional investors held Extra Space Storage (EXR) as of Q1 2020, down from 494 in Q4 2019.
  • Funds reported $12.3B of Extra Space Storage stock for Q1 2020, down 10% quarter-over-quarter.
  • 47 funds opened new Extra Space Storage positions in Q1 2020 and 76 closed out, a net change of -29 holders.
  • The largest Extra Space Storage buyer in Q1 2020 was PGGM Investments, an estimated $134M added.
  • The largest Extra Space Storage seller in Q1 2020 was Goldman Sachs, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2020.