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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
T
51
TOBAM
France
$39.3M +$3.28M +28,771 +9%
Asset Management One
52
Asset Management One
Japan
$38.7M +$564K +4,953 +1%
Barclays
53
Barclays
United Kingdom
$36.5M +$2.18M +19,180 +6%
HS
54
Hazelview Securities
Ontario, Canada
$36.4M +$1.94M +17,000 +5%
PAMU
55
Pictet Asset Management (UK)
United Kingdom
$35.8M -$729K -6,400 -2%
PPA
56
Parametric Portfolio Associates
Washington
$34.3M +$3.82M +33,586 +13%
Canada Life
57
Canada Life
Manitoba, Canada
$33.9M +$1.02M +8,995 +3%
AAMU
58
Amundi Asset Management US
Massachusetts
$32.1M -$5.1M -44,823 -14%
American Century Companies
59
American Century Companies
Missouri
$31.3M -$10.2M -89,666 -25%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$31M -$125K -1,094 -0.4%
Wellington Management Group
61
Wellington Management Group
Massachusetts
$29M +$16.4M +143,756 +135%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$28.8M +$16.5M +144,591 +127%
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$27.7M -$382K -3,357 -1%
AllianceBernstein
64
AllianceBernstein
Tennessee
$27.7M -$3.57M -31,311 -12%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$26.8M +$335K +2,946 +1%
Axa
66
Axa
France
$26.8M -$11.3M -99,308 -30%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$26.6M -$1.13M -9,886 -4%
WBC
68
Westpac Banking Corp
Australia
$26.3M +$1.2M +10,533 +5%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$25.3M +$1.45M +12,697 +6%
Robeco Institutional Asset Management
70
Robeco Institutional Asset Management
Netherlands
$24.9M +$7.38M +64,828 +43%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$24.3M +$1.94M +16,994 +9%
National Pension Service
72
National Pension Service
South Korea
$24.2M +$717K +6,293 +3%
Franklin Resources
73
Franklin Resources
California
$23M +$369K +3,237 +2%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$22.6M +$3.93M +34,544 +22%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.5M +$1.13M +9,955 +5%

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.