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Extra Space Storage

521 hedge funds and large institutions have $17.2B invested in Extra Space Storage in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $6.38M

110% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 39

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 159

16% more capital invested

Capital invested by funds: $14.8B → $17.2B (+$2.38B)

8% more funds holding

Funds holding: 482521 (+39)

1.64% less ownership

Funds ownership: 98.81%97.18% (-1.6%)

Holders
521
Holders Change
+39
Holders Change %
+8.09%
% of All Funds
9.15%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
82
Increased
212
Reduced
159
Closed
39
Calls
$14.4M
Puts
$6.38M
Net Calls
+$8.02M
Net Calls Change
+$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.74B +$80.6M +665,970 +3%
BlackRock
2
BlackRock
New York
$2B +$15M +123,922 +0.8%
Cohen & Steers
3
Cohen & Steers
New York
$1.31B +$64.3M +531,326 +6%
State Street
4
State Street
Massachusetts
$992M -$933K -7,705 -0.1%
Principal Financial Group
5
Principal Financial Group
Iowa
$480M +$14.3M +117,726 +3%
AAMU
6
APG Asset Management US
New York
$435M -$4.84M -40,000 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$430M +$28.4M +234,786 +8%
Invesco
8
Invesco
Georgia
$420M -$34.6M -285,768 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$356M +$14.4M +119,213 +5%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$351M -$19.5M -161,130 -6%
Deutsche Bank
11
Deutsche Bank
Germany
$290M +$28.3M +233,606 +12%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$263M +$6.03M +49,789 +3%
Northern Trust
13
Northern Trust
Illinois
$251M +$970K +8,013 +0.4%
Ameriprise
14
Ameriprise
Minnesota
$239M +$10M +82,926 +5%
PI
15
PGGM Investments
Netherlands
$234M -$149M -1,227,554 -41%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$228M +$87.2M +720,549 +72%
CIMLRA
17
CBRE Investment Management Listed Real Assets
Pennsylvania
$218M +$77.2M +638,001 +63%
Capital World Investors
18
Capital World Investors
California
$217M +$28.2M +232,650 +17%
Legal & General Group
19
Legal & General Group
United Kingdom
$206M +$2.27M +18,746 +1%
APG Asset Management
20
APG Asset Management
Netherlands
$190M -$43.6M -359,742 -18%
CIM
21
Centersquare Investment Management
Pennsylvania
$178M +$22.3M +184,158 +16%
Bank of America
22
Bank of America
North Carolina
$174M +$47.6M +393,229 +43%
Norges Bank
23
Norges Bank
Norway
$161M -$1.11M -9,178 -0.8%
UBS AM
24
UBS AM
Illinois
$160M +$2.05M +16,946 +1%
N
25
Nuveen
North Carolina
$157M -$22.9M -189,544 -14%

EXR Hedge Fund Activity: Q1 2021 in Review

521 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2021, worth a combined $17.2B — up 16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EXR positions and 39 closed out — a net gain of 43 holders — while 212 added to existing stakes and 159 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $87.2M. The largest seller was PGGM Investments, cutting an estimated $149M.

  • 521 institutional investors held Extra Space Storage (EXR) as of Q1 2021, up from 482 in Q4 2020.
  • Funds reported $17.2B of Extra Space Storage stock for Q1 2021, up 16% quarter-over-quarter.
  • 82 funds opened new Extra Space Storage positions in Q1 2021 and 39 closed out, a net change of +43 holders.
  • The largest Extra Space Storage buyer in Q1 2021 was Massachusetts Financial Services, an estimated $87.2M added.
  • The largest Extra Space Storage seller in Q1 2021 was PGGM Investments, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.