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Extra Space Storage

482 hedge funds and large institutions have $14.8B invested in Extra Space Storage in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 191 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $4.44M | Put options by funds: $3.74M

8% more capital invested

Capital invested by funds: $13.7B → $14.8B (+$1.11B)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 176

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 483482 (-1)

0.55% less ownership

Funds ownership: 99.36%98.81% (-0.55%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
482
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
191
Reduced
176
Closed
51
Calls
$4.44M
Puts
$3.74M
Net Calls
+$695K
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.31B -$16.4M -143,652 -0.7%
BlackRock
2
BlackRock
New York
$1.74B +$14.6M +128,114 +0.9%
Cohen & Steers
3
Cohen & Steers
New York
$1.08B +$148M +1,299,772 +16%
State Street
4
State Street
Massachusetts
$868M -$15.5M -136,369 -2%
Principal Financial Group
5
Principal Financial Group
Iowa
$406M +$8.2M +72,047 +2%
Invesco
6
Invesco
Georgia
$400M +$40.1M +352,357 +11%
AAMU
7
APG Asset Management US
New York
$385M
Fidelity Investments
8
Fidelity Investments
Massachusetts
$348M -$13.6M -119,198 -4%
PI
9
PGGM Investments
Netherlands
$347M -$159M -1,392,478 -32%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$325M +$44.9M +394,349 +16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$298M -$15M -132,110 -5%
Deutsche Bank
12
Deutsche Bank
Germany
$226M -$23.8M -209,365 -10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$224M -$5.04M -44,257 -2%
Northern Trust
14
Northern Trust
Illinois
$219M -$4.79M -42,073 -2%
Ameriprise
15
Ameriprise
Minnesota
$200M +$8.44M +74,155 +4%
APG Asset Management
16
APG Asset Management
Netherlands
$194M -$37.8M -332,088 -14%
Legal & General Group
17
Legal & General Group
United Kingdom
$178M +$1.61M +14,112 +0.9%
Capital World Investors
18
Capital World Investors
California
$162M -$207M -1,817,788 -56%
N
19
Nuveen
North Carolina
$159M +$19.9M +174,692 +15%
Norges Bank
20
Norges Bank
Norway
$141M -$4.03M -35,377 -3%
UBS AM
21
UBS AM
Illinois
$138M +$22.5M +197,648 +20%
CIM
22
Centersquare Investment Management
Pennsylvania
$134M +$30.6M +268,501 +30%
Charles Schwab
23
Charles Schwab
California
$128M +$3.02M +26,543 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$125M -$13.4M -117,564 -10%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$123M +$8.15M +71,607 +7%

EXR Hedge Fund Activity: Q4 2020 in Review

482 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2020, worth a combined $14.8B — up 8.1% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXR positions and 51 closed out — a net gain of 4 holders — while 191 added to existing stakes and 176 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $148M. The largest seller was Capital World Investors, cutting an estimated $207M.

  • 482 institutional investors held Extra Space Storage (EXR) as of Q4 2020, down from 483 in Q3 2020.
  • Funds reported $14.8B of Extra Space Storage stock for Q4 2020, up 8.1% quarter-over-quarter.
  • 55 funds opened new Extra Space Storage positions in Q4 2020 and 51 closed out, a net change of +4 holders.
  • The largest Extra Space Storage buyer in Q4 2020 was Cohen & Steers, an estimated $148M added.
  • The largest Extra Space Storage seller in Q4 2020 was Capital World Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.