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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
CMBA
501
C.M. Bidwell & Associates
Hawaii
-$172K -1,799 Closed
SF
502
Synovus Financial
Georgia
-$155K -1,618 Closed
II
503
Inspire Investing
Idaho
-$77K -806 Closed
CAN
504
Claraphi Advisory Network
United States
-$49K -510 Closed
ASN
505
Advisory Services Network
Georgia
-$33K -345 Closed
HFM
506
Harvest Fund Management
China
-$30K -319 Closed
FCA
507
FinTrust Capital Advisors
South Carolina
-$22K -234 Closed
SSB
508
Sandy Spring Bank
Maryland
-$20K -204 Closed
PFO
509
Pathstone Family Office
New Jersey
-$17K -179 Closed
AIC
510
Ameritas Investment Company
Nebraska
-$12K -125 Closed
AF
511
Advisornet Financial
Minnesota
-$11K -118 Closed
PRC
512
Pearl River Capital
Michigan
-$10K -100 Closed
AT
513
Arden Trust
Delaware
-$8K -79 Closed
TFO
514
Tarbox Family Office
California
-$6.41K -69 -93%
ACA
515
Atlas Capital Advisors
Wyoming
-$5.27K -55 Closed
HGWM
516
Harvest Group Wealth Management
Massachusetts
-$3K -40 Closed
WQ
517
Wealth Quarterback
New Jersey
-$2.04K -21 Closed
BWM
518
BerganKDV Wealth Management
Minnesota
-$1K -13 Closed
BBHC
519
Brown Brothers Harriman & Co
New York
-$1K -10 Closed
ST
520
Sageworth Trust
Pennsylvania
+$93 +1 New
KPW
521
Kore Private Wealth
New York
+$930 +10 New

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.