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Extra Space Storage

521 hedge funds and large institutions have $17.2B invested in Extra Space Storage in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $6.38M

110% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 39

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 159

16% more capital invested

Capital invested by funds: $14.8B → $17.2B (+$2.38B)

8% more funds holding

Funds holding: 482521 (+39)

1.64% less ownership

Funds ownership: 98.81%97.18% (-1.6%)

Holders
521
Holders Change
+39
Holders Change %
+8.09%
% of All Funds
9.15%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
82
Increased
212
Reduced
159
Closed
39
Calls
$14.4M
Puts
$6.38M
Net Calls
+$8.02M
Net Calls Change
+$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$26.1M -$1.53M -12,630 -6%
Marshall Wace
77
Marshall Wace
United Kingdom
$25.9M +$14.6M +120,618 +162%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$25.7M -$33.9K -280 -0.1%
UBS Group
79
UBS Group
Switzerland
$25.6M +$2.25M +18,553 +11%
UIC
80
Uniplan Investment Counsel
Wisconsin
$25.2M -$16.3K -135 -0.1%
SG Americas Securities
81
SG Americas Securities
New York
$25M +$7.82M +64,622 +52%
SAM
82
Securian Asset Management
Minnesota
$24.8M +$4.89M +40,406 +28%
Citadel Advisors
83
Citadel Advisors
Florida
$24.5M -$79.6M -657,477 -78%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$24.4M -$401K -3,310 -2%
Franklin Resources
85
Franklin Resources
California
$24.2M -$1.97M -16,240 -8%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$22.3M -$2.2M -18,141 -10%
Aberdeen Group
87
Aberdeen Group
United Kingdom
$21.7M +$150K +1,243 +0.8%
Aviva
88
Aviva
United Kingdom
$21.7M -$62.3K -515 -0.3%
JMPWA
89
JP Morgan Private Wealth Advisors
California
$21.5M +$28.9K +239 +0.1%
Allianz Asset Management
90
Allianz Asset Management
Germany
$21.3M +$6.32M +52,201 +48%
Public Employees Retirement Association of Colorado
91
Public Employees Retirement Association of Colorado
Colorado
$21.1M
SO
92
STRS Ohio
Ohio
$21M -$1.16M -9,576 -6%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$20.8M -$1.66M -13,727 -8%
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$20.3M -$2.85M -23,500 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
95
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20M -$185K -1,531 -1%
GC
96
Guggenheim Capital
Illinois
$19.2M +$8.12M +67,072 +87%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$19.1M +$2.1M +17,361 +14%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.4M +$365K +3,012 +2%
Retirement Systems of Alabama
99
Retirement Systems of Alabama
Alabama
$18.3M +$5.1M +42,120 +44%
Macquarie Group
100
Macquarie Group
Australia
$17.5M -$430K -3,552 -3%

EXR Hedge Fund Activity: Q1 2021 in Review

521 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2021, worth a combined $17.2B — up 16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EXR positions and 39 closed out — a net gain of 43 holders — while 212 added to existing stakes and 159 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $87.2M. The largest seller was PGGM Investments, cutting an estimated $149M.

  • 521 institutional investors held Extra Space Storage (EXR) as of Q1 2021, up from 482 in Q4 2020.
  • Funds reported $17.2B of Extra Space Storage stock for Q1 2021, up 16% quarter-over-quarter.
  • 82 funds opened new Extra Space Storage positions in Q1 2021 and 39 closed out, a net change of +43 holders.
  • The largest Extra Space Storage buyer in Q1 2021 was Massachusetts Financial Services, an estimated $87.2M added.
  • The largest Extra Space Storage seller in Q1 2021 was PGGM Investments, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.