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Extra Space Storage

482 hedge funds and large institutions have $14.8B invested in Extra Space Storage in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 191 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $4.44M | Put options by funds: $3.74M

8% more capital invested

Capital invested by funds: $13.7B → $14.8B (+$1.11B)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 176

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 483482 (-1)

0.55% less ownership

Funds ownership: 99.36%98.81% (-0.55%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
482
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
191
Reduced
176
Closed
51
Calls
$4.44M
Puts
$3.74M
Net Calls
+$695K
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
201
Sumitomo Mitsui DS Asset Management
Japan
$2.34M +$80.3K +705 +4%
FCBT
202
First Citizens Bank & Trust
North Carolina
$2.29M -$89.4K -785 -4%
DnB Asset Management
203
DnB Asset Management
Norway
$2.21M +$210K +1,846 +11%
Two Sigma Investments
204
Two Sigma Investments
New York
$2.19M -$1.61M -14,154 -43%
Ensign Peak Advisors
205
Ensign Peak Advisors
Utah
$2.18M -$3.68M -32,352 -63%
SAM
206
Shell Asset Management
Netherlands
$2.14M -$164K -1,441 -7%
Los Angeles Capital Management
207
Los Angeles Capital Management
California
$2.14M -$4.21K -37 -0.2%
VWM
208
Venturi Wealth Management
Texas
$2.12M -$115K -1,012 -5%
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$2.12M +$381K +3,348 +22%
PGFC
210
Peapack-Gladstone Financial Corp
New Jersey
$2.07M +$17.2K +151 +0.9%
MSA
211
Mason Street Advisors
Wisconsin
$2.07M -$34.2K -300 -2%
TYCC
212
Texas Yale Capital Corp
Florida
$2.02M +$254K +2,231 +15%
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$1.98M +$315K +2,764 +19%
QI
214
QS Investors
New York
$1.95M +$62.4K +548 +3%
Wealthfront Advisers
215
Wealthfront Advisers
California
$1.92M +$111K +971 +6%
MOACM
216
Mutual of America Capital Management
New York
$1.9M -$40.1K -352 -2%
COPPSERS
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.87M +$477K +4,189 +35%
Truist Financial
218
Truist Financial
North Carolina
$1.76M -$77.8K -683 -4%
Lazard Asset Management
219
Lazard Asset Management
New York
$1.73M +$1.6M +14,023 +1,503%
HIMCH
220
Hartford Investment Management Co (HIMCO)
Connecticut
$1.71M +$143K +1,256 +9%
PFC
221
Phocas Financial Corp
California
$1.7M +$25.6K +225 +2%
LPL Financial
222
LPL Financial
California
$1.69M +$1.3M +11,433 +361%
MCM
223
MKP Capital Management
New York
$1.68M -$1.65M -14,500 -50%
RIM
224
Redpoint Investment Management
Australia
$1.65M +$164K +1,443 +11%
EBT
225
Enterprise Bank & Trust
Massachusetts
$1.62M +$22.8K +200 +1%

EXR Hedge Fund Activity: Q4 2020 in Review

482 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2020, worth a combined $14.8B — up 8.1% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXR positions and 51 closed out — a net gain of 4 holders — while 191 added to existing stakes and 176 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $148M. The largest seller was Capital World Investors, cutting an estimated $207M.

  • 482 institutional investors held Extra Space Storage (EXR) as of Q4 2020, down from 483 in Q3 2020.
  • Funds reported $14.8B of Extra Space Storage stock for Q4 2020, up 8.1% quarter-over-quarter.
  • 55 funds opened new Extra Space Storage positions in Q4 2020 and 51 closed out, a net change of +4 holders.
  • The largest Extra Space Storage buyer in Q4 2020 was Cohen & Steers, an estimated $148M added.
  • The largest Extra Space Storage seller in Q4 2020 was Capital World Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.