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Extra Space Storage

482 hedge funds and large institutions have $14.8B invested in Extra Space Storage in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 191 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $4.44M | Put options by funds: $3.74M

8% more capital invested

Capital invested by funds: $13.7B → $14.8B (+$1.11B)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 176

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 483482 (-1)

0.55% less ownership

Funds ownership: 99.36%98.81% (-0.55%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
482
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
191
Reduced
176
Closed
51
Calls
$4.44M
Puts
$3.74M
Net Calls
+$695K
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$120M -$3.57M -31,371 -3%
Goldman Sachs
27
Goldman Sachs
New York
$119M -$41.8M -367,414 -26%
CIMLRA
28
CBRE Investment Management Listed Real Assets
Pennsylvania
$117M +$83M +728,574 +262%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$116M +$3.5M +30,698 +3%
Bank of America
30
Bank of America
North Carolina
$107M +$5.26M +46,183 +5%
Capital International Investors
31
Capital International Investors
California
$100M -$105M -923,773 -52%
Citadel Advisors
32
Citadel Advisors
Florida
$97.6M +$25.9M +227,679 +37%
Wells Fargo
33
Wells Fargo
California
$88.6M +$51.4M +451,126 +144%
ZP
34
Zimmer Partners
New York
$86.9M -$8.54M -75,000 -9%
ACM
35
AEW Capital Management
Massachusetts
$85.7M +$91.1K +800 +0.1%
DPIM
36
Duff & Phelps Investment Management
Illinois
$84.6M -$3.44M -30,215 -4%
Prudential Financial
37
Prudential Financial
New Jersey
$84M +$40.7M +357,728 +98%
Swiss National Bank
38
Swiss National Bank
Switzerland
$82.9M -$1.09M -9,600 -1%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$80.4M -$9.47M -83,171 -11%
ACM
40
Adelante Capital Management
California
$78.1M -$21.2M -186,136 -22%
JP Morgan Chase
41
JP Morgan Chase
New York
$66.6M -$9.03M -79,296 -12%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$56.8M +$54.5M +478,281 +4,112%
CS
43
Credit Suisse
Switzerland
$55.3M -$22.8M -200,433 -30%
KBC Group
44
KBC Group
Belgium
$52.4M -$750K -6,590 -7%
Morgan Stanley
45
Morgan Stanley
New York
$52.1M -$10.2M -89,756 -17%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$49.7M -$2.68M -23,508 -5%
HRES
47
Heitman Real Estate Securities
Illinois
$48M +$6.79M +59,606 +17%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$41.3M +$218K +1,912 +0.5%
Citigroup
49
Citigroup
New York
$41.2M -$1.61M -14,152 -4%
SEI Investments
50
SEI Investments
Pennsylvania
$40.4M +$5.16M +45,348 +15%

EXR Hedge Fund Activity: Q4 2020 in Review

482 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2020, worth a combined $14.8B — up 8.1% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXR positions and 51 closed out — a net gain of 4 holders — while 191 added to existing stakes and 176 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $148M. The largest seller was Capital World Investors, cutting an estimated $207M.

  • 482 institutional investors held Extra Space Storage (EXR) as of Q4 2020, down from 483 in Q3 2020.
  • Funds reported $14.8B of Extra Space Storage stock for Q4 2020, up 8.1% quarter-over-quarter.
  • 55 funds opened new Extra Space Storage positions in Q4 2020 and 51 closed out, a net change of +4 holders.
  • The largest Extra Space Storage buyer in Q4 2020 was Cohen & Steers, an estimated $148M added.
  • The largest Extra Space Storage seller in Q4 2020 was Capital World Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.