We are live on ! Find out more
EXR icon

Extra Space Storage

459 hedge funds and large institutions have $12.3B invested in Extra Space Storage in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $5.46M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.89% less ownership

Funds ownership: 99.85%98.95% (-0.89%)

7% less funds holding

Funds holding: 494459 (-35)

10% less capital invested

Capital invested by funds: $13.6B → $12.3B (-$1.36B)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

38% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 76

Holders
459
Holders Change
-35
Holders Change %
-7.09%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
47
Increased
166
Reduced
189
Closed
76
Calls
$9.28M
Puts
$5.46M
Net Calls
+$3.83M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.02B +$3.61M +34,640 +0.2%
BlackRock
2
BlackRock
New York
$1.42B -$12.7M -122,106 -0.8%
Cohen & Steers
3
Cohen & Steers
New York
$982M -$8.51M -81,764 -0.8%
State Street
4
State Street
Massachusetts
$826M +$17.6M +168,837 +2%
PI
5
PGGM Investments
Netherlands
$374M +$134M +1,284,220 +49%
AAMU
6
APG Asset Management US
New York
$338M
Principal Financial Group
7
Principal Financial Group
Iowa
$332M +$24.6M +235,898 +7%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$314M -$17.3M -165,939 -5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$294M -$59.1M -567,508 -16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$250M +$896K +8,606 +0.3%
APG Asset Management
11
APG Asset Management
Netherlands
$225M +$33.2M +318,800 +16%
Invesco
12
Invesco
Georgia
$214M -$26.7M -256,645 -10%
Northern Trust
13
Northern Trust
Illinois
$189M +$1.13M +10,821 +0.6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$188M -$1.47M -14,128 -0.7%
CIM
15
Centersquare Investment Management
Pennsylvania
$183M +$13.1M +126,033 +7%
Deutsche Bank
16
Deutsche Bank
Germany
$181M -$12M -115,252 -6%
Charles Schwab
17
Charles Schwab
California
$177M +$8.27M +79,471 +5%
Legal & General Group
18
Legal & General Group
United Kingdom
$136M +$8.38M +80,509 +6%
N
19
Nuveen
North Carolina
$135M -$17.4M -167,225 -11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$134M +$5.5M +52,862 +4%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$125M -$69.8M -670,683 -34%
Norges Bank
22
Norges Bank
Norway
$112M +$1.84M +17,710 +2%
Capital World Investors
23
Capital World Investors
California
$106M +$115M +1,109,029 New
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$104M +$2.97M +28,568 +3%
Goldman Sachs
25
Goldman Sachs
New York
$101M -$123M -1,182,313 -53%

EXR Hedge Fund Activity: Q1 2020 in Review

459 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2020, worth a combined $12.3B — down 10% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXR and 47 opened new positions — a net loss of 29 holders — while 189 trimmed existing stakes and 166 added.

The largest buyer was PGGM Investments, adding an estimated $134M. The largest seller was Goldman Sachs, cutting an estimated $123M.

  • 459 institutional investors held Extra Space Storage (EXR) as of Q1 2020, down from 494 in Q4 2019.
  • Funds reported $12.3B of Extra Space Storage stock for Q1 2020, down 10% quarter-over-quarter.
  • 47 funds opened new Extra Space Storage positions in Q1 2020 and 76 closed out, a net change of -29 holders.
  • The largest Extra Space Storage buyer in Q1 2020 was PGGM Investments, an estimated $134M added.
  • The largest Extra Space Storage seller in Q1 2020 was Goldman Sachs, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2020.