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Extra Space Storage

459 hedge funds and large institutions have $12.3B invested in Extra Space Storage in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $5.46M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.89% less ownership

Funds ownership: 99.85%98.95% (-0.89%)

7% less funds holding

Funds holding: 494459 (-35)

10% less capital invested

Capital invested by funds: $13.6B → $12.3B (-$1.36B)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

38% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 76

Holders
459
Holders Change
-35
Holders Change %
-7.09%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
47
Increased
166
Reduced
189
Closed
76
Calls
$9.28M
Puts
$5.46M
Net Calls
+$3.83M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
126
Gotham Asset Management
New York
$5.47M +$5.25M +50,393 +750%
Retirement Systems of Alabama
127
Retirement Systems of Alabama
Alabama
$5.45M +$1.46K +14 +0%
EVM
128
Eaton Vance Management
Massachusetts
$5.43M -$237K -2,277 -4%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$5.39M +$4.66M +44,767 +389%
CI Investments Inc
130
CI Investments Inc
Ontario, Canada
$5.36M
PI
131
PineBridge Investments
New York
$5.35M +$1.49M +14,329 +34%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$5.29M +$276K +2,654 +5%
VLKIM
133
Van Lanschot Kempen Investment Management
Netherlands
$5.11M +$2.09M +20,100 +60%
Royal London Asset Management
134
Royal London Asset Management
United Kingdom
$4.99M
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$4.94M -$7.73M -74,206 -59%
AAIM
136
American Assets Investment Management
California
$4.79M
AI
137
Atria Investments
North Carolina
$4.54M +$739K +7,094 +18%
JAM
138
JLP Asset Management
New York
$4.47M +$956K +9,180 +24%
AIG
139
American International Group
New York
$4.46M +$6.87K +66 +0.1%
WorldQuant Millennium Advisors
140
WorldQuant Millennium Advisors
New York
$4.36M +$4.74M +45,552 New
DCM
141
Dupont Capital Management
Delaware
$4.2M -$75K -720 -2%
AQR Capital Management
142
AQR Capital Management
Connecticut
$4.13M -$4.28M -41,100 -49%
SG Americas Securities
143
SG Americas Securities
New York
$4.07M -$4.21M -40,446 -49%
Comerica Bank
144
Comerica Bank
Texas
$3.96M -$1.77K -17 -0%
RBA
145
Richard Bernstein Advisors
New York
$3.78M
FAF
146
Fjarde Ap-fonden
Sweden
$3.49M +$687K +6,600 +22%
Osaic Holdings
147
Osaic Holdings
Arizona
$3.38M +$3.67M +35,272 New
CAM
148
Crown Advisors Management
California
$3.35M
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$3.32M -$31.2K -300 -0.9%
LIMS
150
Lasalle Investment Management Securities
Maryland
$3.23M

EXR Hedge Fund Activity: Q1 2020 in Review

459 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2020, worth a combined $12.3B — down 10% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXR and 47 opened new positions — a net loss of 29 holders — while 189 trimmed existing stakes and 166 added.

The largest buyer was PGGM Investments, adding an estimated $134M. The largest seller was Goldman Sachs, cutting an estimated $123M.

  • 459 institutional investors held Extra Space Storage (EXR) as of Q1 2020, down from 494 in Q4 2019.
  • Funds reported $12.3B of Extra Space Storage stock for Q1 2020, down 10% quarter-over-quarter.
  • 47 funds opened new Extra Space Storage positions in Q1 2020 and 76 closed out, a net change of -29 holders.
  • The largest Extra Space Storage buyer in Q1 2020 was PGGM Investments, an estimated $134M added.
  • The largest Extra Space Storage seller in Q1 2020 was Goldman Sachs, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2020.