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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
SOADOR
126
State of Alaska Department of Revenue
Alaska
$9.36M +$1.64M +13,583 +24%
First Trust Advisors
127
First Trust Advisors
Illinois
$9.14M +$3.78M +31,242 +83%
EP
128
Edgestream Partners
New Jersey
$9.12M +$8.33M +68,789 New
RJA
129
Raymond James & Associates
Florida
$8.94M +$4.44M +36,708 +120%
DSA
130
Davis Selected Advisers
Arizona
$8.61M -$2.45M -20,250 -24%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$8.44M -$573K -4,733 -7%
Victory Capital Management
132
Victory Capital Management
Texas
$8.27M -$181K -1,496 -2%
CI Investments Inc
133
CI Investments Inc
Ontario, Canada
$8.25M +$57.4K +474 +0.8%
Janus Henderson Group
134
Janus Henderson Group
United Kingdom
$7.95M -$12.3M -101,941 -63%
Squarepoint
135
Squarepoint
New York
$7.82M +$6.73M +55,561 +1,605%
AIMCA
136
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.7M -$726K -6,000 -9%
MLL
137
Moody Lynn & Lieberson
Massachusetts
$7.64M +$63.7K +526 +0.9%
Connor, Clark & Lunn Investment Management (CC&L)
138
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.22M +$6.59M +54,463 New
Lazard Asset Management
139
Lazard Asset Management
New York
$7.17M +$4.74M +39,123 +262%
CM
140
Churchill Management
California
$7.11M +$6.49M +53,607 New
NIG
141
NFJ Investment Group
Texas
$7.1M +$6.48M +53,540 New
NIPH
142
NN Investment Partners Holdings
Netherlands
$6.8M -$14.9M -123,272 -71%
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$6.38M +$58.4K +482 +1%
FAF
144
Fjarde Ap-fonden
Sweden
$6.24M +$24.2K +200 +0.4%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$6.17M +$412K +3,407 +8%
S
146
Seeyond
France
$6.12M +$2.56M +21,130 +84%
Natixis Advisors
147
Natixis Advisors
Massachusetts
$6M +$113K +935 +2%
HWC
148
Hill Winds Capital
New York
$5.96M +$5.45M +45,000 New
UH
149
Unigestion Holding
Switzerland
$5.79M -$6.33M -52,301 -54%
CSS
150
Cubist Systematic Strategies
Connecticut
$5.68M +$2.44M +20,169 +89%

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.