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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
CG
176
Colony Group
Massachusetts
$2.45M -$30.9K -299 -1%
WAM
177
Wakefield Asset Management
Colorado
$2.44M -$38.6K -373 -2%
MPM
178
Meritage Portfolio Management
Kansas
$2.44M +$2.35M +22,770 New
BCIM
179
British Columbia Investment Management
British Columbia, Canada
$2.4M +$167K +1,617 +8%
RPI
180
Railway Pension Investments
United Kingdom
$2.39M
Stifel Financial
181
Stifel Financial
Missouri
$2.38M +$1.04M +10,087 +83%
WG
182
Winton Group
United Kingdom
$2.38M +$1.22M +11,804 +113%
MIH
183
Meitav Investment House
Israel
$2.37M -$1.14M -11,048 -33%
UH
184
Unigestion Holding
Switzerland
$2.35M +$2.27M +21,950 New
IAN
185
Integrated Advisors Network
Texas
$2.35M +$2.27M +21,921 New
Bank of Nova Scotia
186
Bank of Nova Scotia
Ontario, Canada
$2.31M +$94.2K +911 +4%
Osaic Holdings
187
Osaic Holdings
Arizona
$2.22M -$339K -3,284 -14%
FCBT
188
First Citizens Bank & Trust
North Carolina
$2.2M +$674K +6,520 +46%
Skandinaviska Enskilda Banken (SEB)
189
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.17M -$658K -6,364 -24%
CAM
190
Crown Advisors Management
California
$2.14M
SAM
191
Shell Asset Management
Netherlands
$2.13M -$192K -1,861 -9%
SMDAM
192
Sumitomo Mitsui DS Asset Management
Japan
$2.08M -$1.03K -10 -0.1%
VWM
193
Venturi Wealth Management
Texas
$2.07M -$134K -1,292 -6%
FAF
194
Första AP-fonden
Sweden
$2.03M +$20.7K +200 +1%
PG
195
Pendal Group
Australia
$2M +$579K +5,600 +43%
BF
196
BOK Financial
Oklahoma
$1.99M -$330K -3,196 -15%
VanEck Associates
197
VanEck Associates
New York
$1.98M -$1.03M -9,938 -35%
Los Angeles Capital Management
198
Los Angeles Capital Management
California
$1.98M -$1.16M -11,177 -38%
SSA
199
Schonfeld Strategic Advisors
New York
$1.97M -$501K -4,850 -21%
MSA
200
Mason Street Advisors
Wisconsin
$1.94M -$31.1K -301 -2%

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.