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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
SMDAM
201
Sumitomo Mitsui DS Asset Management
Japan
$2.81M +$119K +984 +5%
BCIM
202
British Columbia Investment Management
British Columbia, Canada
$2.81M -$72.8K -601 -3%
Osaic Holdings
203
Osaic Holdings
Arizona
$2.76M +$35.2K +291 +1%
Los Angeles Capital Management
204
Los Angeles Capital Management
California
$2.76M +$286K +2,362 +13%
WAM
205
Wakefield Asset Management
Colorado
$2.67M -$127K -1,049 -5%
DnB Asset Management
206
DnB Asset Management
Norway
$2.6M +$62.5K +516 +3%
AAM
207
Advisors Asset Management
Colorado
$2.55M -$555K -4,588 -19%
TRCT
208
Tower Research Capital (TRC)
New York
$2.51M +$1.31M +10,781 +132%
Ensign Peak Advisors
209
Ensign Peak Advisors
Utah
$2.49M +$2.06K +17 +0.1%
Wealthfront Advisers
210
Wealthfront Advisers
California
$2.42M +$206K +1,701 +10%
ZIM
211
Zacks Investment Management
Illinois
$2.37M +$788K +6,505 +57%
TYCC
212
Texas Yale Capital Corp
Florida
$2.37M +$56.3K +465 +3%
PGFC
213
Peapack-Gladstone Financial Corp
New Jersey
$2.36M -$4.72K -39 -0.2%
CAM
214
ClariVest Asset Management
California
$2.33M +$2.13M +17,600 New
UOC
215
UBS O'Connor
Illinois
$2.3M +$2.1M +17,350 New
QI
216
QS Investors
New York
$2.25M +$24.2K +200 +1%
COPPSERS
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.19M +$44.2K +365 +2%
BCM
218
Brasada Capital Management
Texas
$2.12M +$670K +5,534 +53%
LPL Financial
219
LPL Financial
California
$2.11M +$161K +1,329 +9%
Truist Financial
220
Truist Financial
North Carolina
$2.08M +$59.9K +495 +3%
TCM
221
Teza Capital Management
Illinois
$2.05M +$1.15M +9,503 +159%
RIM
222
Redpoint Investment Management
Australia
$2.01M +$118K +975 +7%
X
223
Xponance
Pennsylvania
$2M -$2.55M -21,083 -58%
PFC
224
Phocas Financial Corp
California
$1.92M -$17.3K -143 -1%
WG
225
Winton Group
United Kingdom
$1.91M +$637K +5,261 +58%

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.