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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.12B +$37.3M +388,064 +2%
BlackRock
2
BlackRock
New York
$1.36B +$13.1M +135,871 +1%
Cohen & Steers
3
Cohen & Steers
New York
$997M +$156M +1,625,014 +20%
State Street
4
State Street
Massachusetts
$869M +$114M +1,191,775 +16%
Capital Research Global Investors
5
Capital Research Global Investors
California
$412M +$24.2M +251,630 +7%
Principal Financial Group
6
Principal Financial Group
Iowa
$406M +$30.9M +321,688 +9%
Invesco
7
Invesco
Georgia
$372M -$12.2M -126,505 -3%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$345M +$63.2M +657,927 +24%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$260M +$18.2M +189,209 +8%
Deutsche Bank
10
Deutsche Bank
Germany
$260M +$6.1M +63,515 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$221M +$21.5M +223,790 +11%
CIMLRA
12
CBRE Investment Management Listed Real Assets
Pennsylvania
$216M -$81.1M -844,158 -28%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$216M +$29.1M +303,266 +17%
PI
14
PGGM Investments
Netherlands
$201M +$117M +1,221,934 +162%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$199M +$916K +9,532 +0.5%
Northern Trust
16
Northern Trust
Illinois
$188M -$763K -7,948 -0.4%
Charles Schwab
17
Charles Schwab
California
$188M +$9.76M +101,596 +6%
APG Asset Management
18
APG Asset Management
Netherlands
$185M -$8.1M -84,300 -4%
Morgan Stanley
19
Morgan Stanley
New York
$138M +$58.8M +612,078 +83%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$132M -$4.8M -49,946 -4%
AAMU
21
APG Asset Management US
New York
$131M
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$130M +$15.2M +158,351 +14%
Legal & General Group
23
Legal & General Group
United Kingdom
$113M +$14.8M +153,698 +16%
Norges Bank
24
Norges Bank
Norway
$111M +$80.6K +839 +0.1%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$106M +$13.2M +137,458 +15%

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.