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Extra Space Storage

483 hedge funds and large institutions have $13.7B invested in Extra Space Storage in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 163 increasing their positions, 196 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $5.72M

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $11.6B → $13.7B (+$2.09B)

3% more funds holding

Funds holding: 467483 (+16)

0.5% less ownership

Funds ownership: 99.86%99.36% (-0.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 196

Holders
483
Holders Change
+16
Holders Change %
+3.43%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
57
Increased
163
Reduced
196
Closed
36
Calls
$23.8M
Puts
$5.72M
Net Calls
+$18M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.15B -$61.7M -597,274 -3%
BlackRock
2
BlackRock
New York
$1.59B +$885K +8,564 +0.1%
Cohen & Steers
3
Cohen & Steers
New York
$859M -$216M -2,091,341 -21%
State Street
4
State Street
Massachusetts
$816M -$70.5M -682,432 -8%
PI
5
PGGM Investments
Netherlands
$470M +$33.6M +325,000 +8%
Principal Financial Group
6
Principal Financial Group
Iowa
$367M +$4.31M +41,693 +1%
AAMU
7
APG Asset Management US
New York
$356M -$21.1M -204,500 -6%
Capital World Investors
8
Capital World Investors
California
$344M +$109M +1,053,866 +49%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$334M -$5.16M -49,924 -2%
Invesco
10
Invesco
Georgia
$332M +$92.7M +896,933 +41%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$289M +$7.97M +77,085 +3%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$258M -$89.6M -866,843 -26%
Deutsche Bank
13
Deutsche Bank
Germany
$231M +$70.1M +678,056 +46%
APG Asset Management
14
APG Asset Management
Netherlands
$217M +$10.8M +104,085 +5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$212M +$1.46M +14,078 +0.7%
Northern Trust
16
Northern Trust
Illinois
$206M +$10.3K +100 +0%
Capital International Investors
17
Capital International Investors
California
$191M +$15.5M +150,318 +9%
Ameriprise
18
Ameriprise
Minnesota
$176M +$4.81M +46,503 +3%
Legal & General Group
19
Legal & General Group
United Kingdom
$163M +$4.54M +43,959 +3%
Goldman Sachs
20
Goldman Sachs
New York
$149M -$19.4M -187,441 -12%
Norges Bank
21
Norges Bank
Norway
$134M +$332K +3,215 +0.3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$128M +$292K +2,825 +0.2%
N
23
Nuveen
North Carolina
$128M -$2.73M -26,381 -2%
Charles Schwab
24
Charles Schwab
California
$116M -$5.06M -48,993 -4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$114M -$1.46M -14,117 -1%

EXR Hedge Fund Activity: Q3 2020 in Review

483 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2020, worth a combined $13.7B — up 18% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXR positions and 36 closed out — a net gain of 21 holders — while 163 added to existing stakes and 196 trimmed.

The largest buyer was Capital World Investors, adding an estimated $109M. The largest seller was Cohen & Steers, cutting an estimated $216M.

  • 483 institutional investors held Extra Space Storage (EXR) as of Q3 2020, up from 467 in Q2 2020.
  • Funds reported $13.7B of Extra Space Storage stock for Q3 2020, up 18% quarter-over-quarter.
  • 57 funds opened new Extra Space Storage positions in Q3 2020 and 36 closed out, a net change of +21 holders.
  • The largest Extra Space Storage buyer in Q3 2020 was Capital World Investors, an estimated $109M added.
  • The largest Extra Space Storage seller in Q3 2020 was Cohen & Steers, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2020.