We are live on ! Find out more
EXR icon

Extra Space Storage

483 hedge funds and large institutions have $13.7B invested in Extra Space Storage in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 163 increasing their positions, 196 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $5.72M

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $11.6B → $13.7B (+$2.09B)

3% more funds holding

Funds holding: 467483 (+16)

0.5% less ownership

Funds ownership: 99.86%99.36% (-0.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 196

Holders
483
Holders Change
+16
Holders Change %
+3.43%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
57
Increased
163
Reduced
196
Closed
36
Calls
$23.8M
Puts
$5.72M
Net Calls
+$18M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$20.1M -$5.07K -49 -0%
SG Americas Securities
77
SG Americas Securities
New York
$19.8M +$17.8M +172,541 +1,418%
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.7M +$490K +4,739 +3%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$18.6M -$3.47M -33,528 -16%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$18.6M -$1.57M -15,201 -8%
SO
81
STRS Ohio
Ohio
$18.1M -$227K -2,195 -1%
JMPWA
82
JP Morgan Private Wealth Advisors
California
$17.7M -$228K -2,210 -1%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$17.2M -$729K -7,057 -4%
Robeco Institutional Asset Management
84
Robeco Institutional Asset Management
Netherlands
$16.1M -$526K -5,090 -3%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$15.5M +$134K +1,300 +0.9%
Macquarie Group
86
Macquarie Group
Australia
$15.5M -$4.38M -42,360 -23%
Aviva
87
Aviva
United Kingdom
$15M +$243K +2,350 +2%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$14.8M +$2.92M +28,254 +26%
GIA
89
Gateway Investment Advisers
Ohio
$14.4M +$3K +29 +0%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.4M -$11.8K -114 -0.1%
Public Employees Retirement Association of Colorado
91
Public Employees Retirement Association of Colorado
Colorado
$14.3M -$233K -2,257 -2%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$14.2M -$43.9K -425 -0.3%
WAM
93
Weiss Asset Management
Massachusetts
$13.3M +$12.9M +124,719 New
Nomura Asset Management
94
Nomura Asset Management
Japan
$13.3M -$1.95M -18,835 -13%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$12.8M -$1.51M -14,628 -11%
SAM
96
Securian Asset Management
Minnesota
$12.7M -$1.06M -10,299 -8%
ACI
97
AMP Capital Investors
Australia
$12.4M +$419K +4,049 +4%
GW
98
GW & Wade
Massachusetts
$11.9M -$11.9K -115 -0.1%
VRS
99
Virginia Retirement Systems
Virginia
$11.6M -$10.3K -100 -0.1%
Allianz Asset Management
100
Allianz Asset Management
Germany
$11.6M -$11.8M -113,902 -51%

EXR Hedge Fund Activity: Q3 2020 in Review

483 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2020, worth a combined $13.7B — up 18% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXR positions and 36 closed out — a net gain of 21 holders — while 163 added to existing stakes and 196 trimmed.

The largest buyer was Capital World Investors, adding an estimated $109M. The largest seller was Cohen & Steers, cutting an estimated $216M.

  • 483 institutional investors held Extra Space Storage (EXR) as of Q3 2020, up from 467 in Q2 2020.
  • Funds reported $13.7B of Extra Space Storage stock for Q3 2020, up 18% quarter-over-quarter.
  • 57 funds opened new Extra Space Storage positions in Q3 2020 and 36 closed out, a net change of +21 holders.
  • The largest Extra Space Storage buyer in Q3 2020 was Capital World Investors, an estimated $109M added.
  • The largest Extra Space Storage seller in Q3 2020 was Cohen & Steers, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2020.