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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
OR
501
Olympiad Research
Connecticut
-$424K -3,965 Closed
JWCA
502
J.W. Cole Advisors
Florida
-$395K -3,688 Closed
VF
503
Virtu Financial
New York
-$357K -3,334 Closed
AGM
504
Alpine Global Management
New York
-$332K -3,104 Closed
OFS
505
OneAscent Financial Services
Alabama
-$310K -2,902 Closed
AL
506
Aspiriant LLC
California
-$309K -2,893 Closed
E
507
Ergoteles
New York
-$289K -2,700 Closed
B
508
Barings
North Carolina
-$282K -2,639 Closed
BCI
509
Brinker Capital Investments
Pennsylvania
-$265K -2,475 Closed
RIA
510
Realta Investment Advisors
Delaware
-$255K -2,385 Closed
XM
511
XTX Markets
New York
-$216K -2,017 Closed
VI
512
Versor Investments
New York
-$214K -2,000 Closed
FC
513
FORA Capital
Florida
-$151K -1,409 Closed
PFS
514
Prospera Financial Services
Texas
-$105K -986 Closed
AA
515
AlphaCentric Advisors
Puerto Rico
-$72K -673 Closed
GT
516
Glenmede Trust
Pennsylvania
-$65K -615 Closed
AS
517
Altshuler Shaham
Israel
-$38K -357 Closed
WT
518
Whittier Trust
California
-$24K -227 Closed
PFO
519
Pathstone Family Office
New Jersey
-$19K -179 Closed
FHA
520
Flagship Harbor Advisors
Massachusetts
-$13K -122 Closed
RIM
521
Rampart Investment Management
Connecticut
-$7K -67 Closed
NIC
522
Northwest Investment Counselors
Oregon
-$6K -53 Closed
Parallax Volatility Advisers
523
Parallax Volatility Advisers
California
-$4K -41 Closed
Loomis, Sayles & Company
524
Loomis, Sayles & Company
Massachusetts
-$3K -31 Closed
WCG
525
Weaver Consulting Group
California
-$3K -30 Closed

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.