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Extra Space Storage

467 hedge funds and large institutions have $11.6B invested in Extra Space Storage in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 167 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $7.65M

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

2% more funds holding

Funds holding: 459467 (+8)

0.91% more ownership

Funds ownership: 98.95%99.86% (+0.91%)

7% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 180

6% less capital invested

Capital invested by funds: $12.3B → $11.6B (-$688M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
467
Holders Change
+8
Holders Change %
+1.74%
% of All Funds
9.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
67
Increased
167
Reduced
180
Closed
57
Calls
$10.7M
Puts
$7.65M
Net Calls
+$3.05M
Net Calls Change
-$781K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$84.9M +$623K +6,702 +0.7%
Bank of America
27
Bank of America
North Carolina
$81.6M +$19.1M +204,973 +30%
ACM
28
Adelante Capital Management
California
$81.3M +$12.8M +137,435 +18%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$76.1M +$1.76M +18,890 +2%
DPIM
30
Duff & Phelps Investment Management
Illinois
$71M +$9.47M +101,890 +15%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$69.4M -$14.4M -155,442 -17%
Swiss National Bank
32
Swiss National Bank
Switzerland
$67.9M -$232K -2,500 -0.3%
CS
33
Credit Suisse
Switzerland
$62.1M +$3.87M +41,603 +7%
Morgan Stanley
34
Morgan Stanley
New York
$58.1M +$21.1M +227,112 +57%
JP Morgan Chase
35
JP Morgan Chase
New York
$52.9M +$11.8M +126,701 +28%
ACM
36
AEW Capital Management
Massachusetts
$51.7M +$52.1M +560,000 New
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$43.3M -$77.5M -833,713 -64%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$41.9M -$4.53M -48,735 -10%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$40.2M +$33.9M +364,992 +521%
Renaissance Technologies
40
Renaissance Technologies
New York
$37.4M -$3.58M -38,500 -9%
American Century Companies
41
American Century Companies
Missouri
$36.7M -$11.9M -127,731 -24%
Prudential Financial
42
Prudential Financial
New Jersey
$32.3M -$2.14M -23,037 -6%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$31M -$4.52M -48,649 -13%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$30.9M +$30.5M +327,974 +5,170%
Asset Management One
45
Asset Management One
Japan
$30.2M +$1.2M +12,922 +4%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$29.2M +$21.7M +233,659 +284%
Wells Fargo
47
Wells Fargo
California
$29.1M -$3.39M -36,474 -10%
Axa
48
Axa
France
$29M -$3.9M -41,941 -12%
HRES
49
Heitman Real Estate Securities
Illinois
$28.6M -$29.3M -315,135 -50%
CIMLRA
50
CBRE Investment Management Listed Real Assets
Pennsylvania
$28.4M -$18.1M -195,140 -39%

EXR Hedge Fund Activity: Q2 2020 in Review

467 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2020, worth a combined $11.6B — down 5.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EXR positions and 57 closed out — a net gain of 10 holders — while 167 added to existing stakes and 180 trimmed.

The largest buyer was Capital World Investors, adding an estimated $98.1M. The largest seller was Massachusetts Financial Services, cutting an estimated $77.5M.

  • 467 institutional investors held Extra Space Storage (EXR) as of Q2 2020, up from 459 in Q1 2020.
  • Funds reported $11.6B of Extra Space Storage stock for Q2 2020, down 5.6% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q2 2020 and 57 closed out, a net change of +10 holders.
  • The largest Extra Space Storage buyer in Q2 2020 was Capital World Investors, an estimated $98.1M added.
  • The largest Extra Space Storage seller in Q2 2020 was Massachusetts Financial Services, an estimated $77.5M sold.

Based on aggregated 13F filings for Q2 2020.