Extra Space Storage
251 hedge funds and large institutions have $4.94B invested in Extra Space Storage in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 114 increasing their positions, 84 reducing their positions, and 25 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
99% more call options, than puts
Call options by funds: $4.64M | Put options by funds: $2.33M
36% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 84
12% more capital invested
Capital invested by funds: $4.4B → $4.94B (+$537M)
12% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 25
2.47% more ownership
Funds ownership: 94.78% → 97.25% (+2.5%)
0% more funds holding
Funds holding: 250 → 251 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$60.6M |
| 2 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
+$30.5M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
+$25.4M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$21.2M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$43M |
| 2 |
Cohen & Steers
New York
|
-$19.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.2M |
| 4 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$13.3M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$12.7M |
EXR Hedge Fund Activity: Q3 2013 in Review
251 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2013, worth a combined $4.94B — up 12% from $4.4B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new EXR positions and 25 closed out — a net gain of 3 holders — while 114 added to existing stakes and 84 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $60.6M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $43M.
- 251 institutional investors held Extra Space Storage (EXR) as of Q3 2013, up from 250 in Q2 2013.
- Funds reported $4.94B of Extra Space Storage stock for Q3 2013, up 12% quarter-over-quarter.
- 28 funds opened new Extra Space Storage positions in Q3 2013 and 25 closed out, a net change of +3 holders.
- The largest Extra Space Storage buyer in Q3 2013 was JP Morgan Chase, an estimated $60.6M added.
- The largest Extra Space Storage seller in Q3 2013 was Lasalle Investment Management Securities, an estimated $43M sold.
Based on aggregated 13F filings for Q3 2013.