We are live on ! Find out more
EXR icon

Extra Space Storage

459 hedge funds and large institutions have $12.3B invested in Extra Space Storage in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $5.46M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.89% less ownership

Funds ownership: 99.85%98.95% (-0.89%)

7% less funds holding

Funds holding: 494459 (-35)

10% less capital invested

Capital invested by funds: $13.6B → $12.3B (-$1.36B)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

38% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 76

Holders
459
Holders Change
-35
Holders Change %
-7.09%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
47
Increased
166
Reduced
189
Closed
76
Calls
$9.28M
Puts
$5.46M
Net Calls
+$3.83M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
51
Asset Management One
Japan
$30.1M -$3.31M -31,803 -9%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$29.6M -$6.52M -62,620 -17%
SEI Investments
53
SEI Investments
Pennsylvania
$26.9M +$2.77M +26,617 +10%
AllianceBernstein
54
AllianceBernstein
Tennessee
$26.5M -$132K -1,270 -0.5%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$26.2M +$2.13M +20,454 +8%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$26.1M +$1.09M +10,500 +4%
State of New Jersey Common Pension Fund D
57
State of New Jersey Common Pension Fund D
New Jersey
$25.2M -$156K -1,500 -0.6%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$24.2M -$1.1M -10,587 -4%
T
59
TOBAM
France
$24.2M -$2.82M -27,118 -10%
Aberdeen Group
60
Aberdeen Group
United Kingdom
$23.8M -$2.48M -23,802 -9%
Franklin Resources
61
Franklin Resources
California
$23.7M -$5.5M -52,861 -18%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$22.7M +$1.61M +15,446 +7%
HS
63
Hazelview Securities
Ontario, Canada
$22M +$1.05M +10,063 +5%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$21.7M +$31.2K +300 +0.1%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$20.9M -$86.5K -831 -0.4%
Allianz Asset Management
66
Allianz Asset Management
Germany
$20.7M -$790K -7,591 -3%
WBC
67
Westpac Banking Corp
Australia
$20.5M +$1.14M +10,936 +5%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$18.1M -$437K -4,200 -2%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.8M +$521K +5,008 +3%
National Pension Service
70
National Pension Service
South Korea
$17.6M
Barclays
71
Barclays
United Kingdom
$17.3M -$27.9M -267,720 -60%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$17.3M -$288K -2,770 -2%
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$16.8M -$4.58M -43,979 -20%
CGM
74
Capital Growth Management
Massachusetts
$16.8M +$18.2M +175,000 New
SO
75
STRS Ohio
Ohio
$15.9M +$1.96M +18,823 +13%

EXR Hedge Fund Activity: Q1 2020 in Review

459 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2020, worth a combined $12.3B — down 10% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXR and 47 opened new positions — a net loss of 29 holders — while 189 trimmed existing stakes and 166 added.

The largest buyer was PGGM Investments, adding an estimated $134M. The largest seller was Goldman Sachs, cutting an estimated $123M.

  • 459 institutional investors held Extra Space Storage (EXR) as of Q1 2020, down from 494 in Q4 2019.
  • Funds reported $12.3B of Extra Space Storage stock for Q1 2020, down 10% quarter-over-quarter.
  • 47 funds opened new Extra Space Storage positions in Q1 2020 and 76 closed out, a net change of -29 holders.
  • The largest Extra Space Storage buyer in Q1 2020 was PGGM Investments, an estimated $134M added.
  • The largest Extra Space Storage seller in Q1 2020 was Goldman Sachs, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2020.