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Extra Space Storage

459 hedge funds and large institutions have $13.4B invested in Extra Space Storage in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 161 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $2.65M

50% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 445459 (+14)

2% more capital invested

Capital invested by funds: $13.1B → $13.4B (+$297M)

8% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 175

1.82% less ownership

Funds ownership: 101.02%99.2% (-1.8%)

Holders
459
Holders Change
+14
Holders Change %
+3.15%
% of All Funds
9.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
57
Increased
161
Reduced
175
Closed
38
Calls
$10.5M
Puts
$2.65M
Net Calls
+$7.81M
Net Calls Change
+$287K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.22B +$9.82M +93,502 +0.4%
BlackRock
2
BlackRock
New York
$1.5B +$85.4M +813,228 +6%
Cohen & Steers
3
Cohen & Steers
New York
$1.14B +$98.1M +934,146 +10%
State Street
4
State Street
Massachusetts
$956M +$51.4M +489,369 +6%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$396M +$36.6M +348,072 +10%
Capital Research Global Investors
6
Capital Research Global Investors
California
$357M -$71.6M -681,297 -17%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$344M +$72.2M +687,524 +27%
Principal Financial Group
8
Principal Financial Group
Iowa
$331M -$90.7M -863,609 -22%
Deutsche Bank
9
Deutsche Bank
Germany
$281M +$10.6M +101,233 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$245M +$14.9M +141,807 +7%
Invesco
11
Invesco
Georgia
$244M -$142M -1,354,247 -37%
AAMU
12
APG Asset Management US
New York
$220M +$82.7M +787,468 +61%
PI
13
PGGM Investments
Netherlands
$210M
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$207M -$566K -5,392 -0.3%
Charles Schwab
15
Charles Schwab
California
$200M +$5.21M +49,626 +3%
Northern Trust
16
Northern Trust
Illinois
$200M +$4.26M +40,540 +2%
CIMLRA
17
CBRE Investment Management Listed Real Assets
Pennsylvania
$177M -$47.2M -449,671 -21%
APG Asset Management
18
APG Asset Management
Netherlands
$163M -$31.2M -296,500 -15%
Goldman Sachs
19
Goldman Sachs
New York
$142M +$65.1M +619,724 +86%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$141M +$3.6M +34,264 +3%
N
21
Nuveen
North Carolina
$137M +$130M +1,238,784 +2,311%
Legal & General Group
22
Legal & General Group
United Kingdom
$134M +$15.6M +148,158 +13%
Morgan Stanley
23
Morgan Stanley
New York
$133M -$9.64M -91,770 -7%
CIM
24
Centersquare Investment Management
Pennsylvania
$122M +$12.7M +120,950 +12%
Norges Bank
25
Norges Bank
Norway
$121M +$5.52M +52,552 +5%

EXR Hedge Fund Activity: Q2 2019 in Review

459 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2019, worth a combined $13.4B — up 2.3% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXR positions and 38 closed out — a net gain of 19 holders — while 161 added to existing stakes and 175 trimmed.

The largest buyer was Nuveen, adding an estimated $130M. The largest seller was VOYA Investment Management, cutting an estimated $181M.

  • 459 institutional investors held Extra Space Storage (EXR) as of Q2 2019, up from 445 in Q1 2019.
  • Funds reported $13.4B of Extra Space Storage stock for Q2 2019, up 2.3% quarter-over-quarter.
  • 57 funds opened new Extra Space Storage positions in Q2 2019 and 38 closed out, a net change of +19 holders.
  • The largest Extra Space Storage buyer in Q2 2019 was Nuveen, an estimated $130M added.
  • The largest Extra Space Storage seller in Q2 2019 was VOYA Investment Management, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2019.