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Extra Space Storage

483 hedge funds and large institutions have $13.7B invested in Extra Space Storage in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 163 increasing their positions, 196 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $5.72M

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $11.6B → $13.7B (+$2.09B)

3% more funds holding

Funds holding: 467483 (+16)

0.5% less ownership

Funds ownership: 99.86%99.36% (-0.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 196

Holders
483
Holders Change
+16
Holders Change %
+3.43%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
57
Increased
163
Reduced
196
Closed
36
Calls
$23.8M
Puts
$5.72M
Net Calls
+$18M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$106M +$24.8M +239,986 +32%
UBS AM
27
UBS AM
Illinois
$106M +$7.52M +72,775 +8%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$103M +$51.5M +497,868 +106%
CIM
29
Centersquare Investment Management
Pennsylvania
$95M -$37.7M -364,591 -29%
Bank of America
30
Bank of America
North Carolina
$93.6M -$884K -8,555 -1%
ACM
31
Adelante Capital Management
California
$92M -$4.73M -45,741 -5%
ZP
32
Zimmer Partners
New York
$88.3M +$56.8M +550,000 +200%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$83.2M -$4.77M -46,127 -6%
DPIM
34
Duff & Phelps Investment Management
Illinois
$81.3M -$853K -8,250 -1%
ACM
35
AEW Capital Management
Massachusetts
$79M +$18.5M +178,800 +32%
Swiss National Bank
36
Swiss National Bank
Switzerland
$77.6M -$1.07M -10,400 -1%
CS
37
Credit Suisse
Switzerland
$72.5M +$568K +5,499 +0.8%
JP Morgan Chase
38
JP Morgan Chase
New York
$70.2M +$8.42M +81,444 +14%
Citadel Advisors
39
Citadel Advisors
Florida
$65.7M +$40M +387,295 +171%
Morgan Stanley
40
Morgan Stanley
New York
$57.7M -$9.21M -89,099 -14%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$48.4M +$1.78M +17,190 +4%
Citigroup
42
Citigroup
New York
$39.6M +$22.5M +218,031 +143%
Prudential Financial
43
Prudential Financial
New Jersey
$39.3M +$1.81M +17,505 +5%
American Century Companies
44
American Century Companies
Missouri
$38.5M -$3.86M -37,374 -9%
HRES
45
Heitman Real Estate Securities
Illinois
$37.9M +$4.62M +44,700 +14%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$37.9M -$10.3M -99,770 -22%
Renaissance Technologies
47
Renaissance Technologies
New York
$36.3M -$6.86M -66,400 -16%
Asset Management One
48
Asset Management One
Japan
$35.9M +$851K +8,230 +3%
Axa
49
Axa
France
$35.3M +$1.71M +16,571 +5%
HS
50
Hazelview Securities
Ontario, Canada
$35.1M +$9.22M +89,200 +40%

EXR Hedge Fund Activity: Q3 2020 in Review

483 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2020, worth a combined $13.7B — up 18% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXR positions and 36 closed out — a net gain of 21 holders — while 163 added to existing stakes and 196 trimmed.

The largest buyer was Capital World Investors, adding an estimated $109M. The largest seller was Cohen & Steers, cutting an estimated $216M.

  • 483 institutional investors held Extra Space Storage (EXR) as of Q3 2020, up from 467 in Q2 2020.
  • Funds reported $13.7B of Extra Space Storage stock for Q3 2020, up 18% quarter-over-quarter.
  • 57 funds opened new Extra Space Storage positions in Q3 2020 and 36 closed out, a net change of +21 holders.
  • The largest Extra Space Storage buyer in Q3 2020 was Capital World Investors, an estimated $109M added.
  • The largest Extra Space Storage seller in Q3 2020 was Cohen & Steers, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2020.