We are live on ! Find out more
EXR icon

Extra Space Storage

445 hedge funds and large institutions have $13.1B invested in Extra Space Storage in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 168 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $47.6M | Put options by funds: $40.1M

16% more capital invested

Capital invested by funds: $11.2B → $13.1B (+$1.84B)

1.44% more ownership

Funds ownership: 99.59%101.02% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 167

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 464445 (-19)

27% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 60

Holders
445
Holders Change
-19
Holders Change %
-4.09%
% of All Funds
9.63%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
44
Increased
168
Reduced
167
Closed
60
Calls
$47.6M
Puts
$40.1M
Net Calls
+$7.52M
Net Calls Change
+$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
201
Northwestern Mutual Investment Management Company
Wisconsin
$1.97M +$26.6K +277 +1%
FWCM
202
Ferguson Wellman Capital Management
Oregon
$1.96M +$153K +1,589 +9%
HW
203
Hancock Whitney
Mississippi
$1.93M -$100K -1,046 -5%
MSA
204
Mason Street Advisors
Wisconsin
$1.85M +$31.1K +324 +2%
AB
205
Amalgamated Bank
New York
$1.83M +$37.4K +389 +2%
Wealthfront Advisers
206
Wealthfront Advisers
California
$1.81M +$15.7K +163 +0.9%
CWM
207
CIBC World Markets
New York
$1.72M -$77.4K -806 -5%
DIA
208
Dana Investment Advisors
Wisconsin
$1.71M -$105K -1,098 -6%
Natixis Advisors
209
Natixis Advisors
Massachusetts
$1.66M +$294K +3,066 +23%
VIA
210
Vident Investment Advisory
Georgia
$1.54M +$26.9K +280 +2%
AWM
211
Avitas Wealth Management
California
$1.5M +$15.2K +158 +1%
DnB Asset Management
212
DnB Asset Management
Norway
$1.48M -$191K -1,990 -12%
SMDAM
213
Sumitomo Mitsui DS Asset Management
Japan
$1.47M -$97.9K -1,019 -7%
GHCM
214
Glen Harbor Capital Management
California
$1.47M +$3.27K +34 +0.2%
Pacer Advisors
215
Pacer Advisors
Pennsylvania
$1.46M +$1.38M +14,374 New
QCM
216
Quadrant Capital Management
New Jersey
$1.46M +$37.1K +386 +3%
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
$1.42M -$9.89K -103 -0.7%
LIA
218
LS Investment Advisors
Michigan
$1.38M -$89.1K -928 -6%
LCM
219
Logan Capital Management
Pennsylvania
$1.38M +$9.61K +100 +0.7%
OSIA
220
O'Shares Investment Advisers
Massachusetts
$1.37M +$37.7K +392 +3%
SOAMC
221
Spirit of America Management Corp
New York
$1.36M
RJFSA
222
Raymond James Financial Services Advisors
Florida
$1.36M +$34.2K +356 +3%
OAM
223
Oppenheimer Asset Management
New York
$1.36M -$120K -1,245 -9%
OPERF
224
Oregon Public Employees Retirement Fund
Oregon
$1.35M -$42.5K -443 -3%
SNBOSD
225
Security National Bank of So Dak
Iowa
$1.34M -$6.72K -70 -0.5%

EXR Hedge Fund Activity: Q1 2019 in Review

445 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2019, worth a combined $13.1B — up 16% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of EXR and 44 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 168 added.

The largest buyer was Cohen & Steers, adding an estimated $156M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $81.1M.

  • 445 institutional investors held Extra Space Storage (EXR) as of Q1 2019, down from 464 in Q4 2018.
  • Funds reported $13.1B of Extra Space Storage stock for Q1 2019, up 16% quarter-over-quarter.
  • 44 funds opened new Extra Space Storage positions in Q1 2019 and 60 closed out, a net change of -16 holders.
  • The largest Extra Space Storage buyer in Q1 2019 was Cohen & Steers, an estimated $156M added.
  • The largest Extra Space Storage seller in Q1 2019 was CBRE Investment Management Listed Real Assets, an estimated $81.1M sold.

Based on aggregated 13F filings for Q1 2019.