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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
ESCM
76
Echo Street Capital Management
New York
$16.9M +$17M +182,659 New
AAMU
77
Amundi Asset Management US
Massachusetts
$16.7M +$2.45M +26,361 +17%
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.6M -$584K -6,285 -3%
SO
79
STRS Ohio
Ohio
$15.8M +$453K +4,871 +3%
Schroder Investment Management Group
80
Schroder Investment Management Group
United Kingdom
$15.7M +$3.13M +33,721 +25%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$15.5M +$507K +5,453 +3%
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$15.5M +$1.94M +20,896 +14%
WCP
83
Waterfront Capital Partners
New York
$15.5M +$15.6M +167,295 New
Robeco Institutional Asset Management
84
Robeco Institutional Asset Management
Netherlands
$14.3M -$1.9M -20,418 -12%
Citigroup
85
Citigroup
New York
$14M +$3.98M +42,841 +39%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$13.3M -$214K -2,300 -2%
Nomura Asset Management
87
Nomura Asset Management
Japan
$13.2M -$1.18M -12,697 -8%
Aviva
88
Aviva
United Kingdom
$12.8M -$496K -5,332 -4%
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$12.6M +$2.14M +23,058 +20%
GIA
90
Gateway Investment Advisers
Ohio
$12.5M -$2.06M -22,192 -14%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.4M -$419K -4,505 -3%
SCRM
92
Security Capital Research & Management
Illinois
$12.3M +$1.68M +18,120 +16%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$12.3M -$262K -2,816 -2%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$12.3M -$16.7M -180,139 -58%
UBS Group
95
UBS Group
Switzerland
$12M -$2.87M -30,829 -19%
SAM
96
Securian Asset Management
Minnesota
$11.9M -$490K -5,270 -4%
GC
97
Gillson Capital
Illinois
$11M +$11.1M +118,992 New
Toronto Dominion Bank
98
Toronto Dominion Bank
Ontario, Canada
$10.9M -$1.02M -11,010 -9%
UIC
99
Uniplan Investment Counsel
Wisconsin
$10.8M -$972K -10,456 -8%
ACI
100
AMP Capital Investors
Australia
$10.3M +$426K +4,582 +4%

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.