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Extra Space Storage

628 hedge funds and large institutions have $22.5B invested in Extra Space Storage in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 244 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

1.69% more ownership

Funds ownership: 95.62%97.31% (+1.7%)

3% more capital invested

Capital invested by funds: $21.9B → $22.5B (+$650M)

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 637628 (-9)

12% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 244

25% less call options, than puts

Call options by funds: $27M | Put options by funds: $36.1M

Holders
628
Holders Change
-9
Holders Change %
-1.41%
% of All Funds
10.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
67
Increased
215
Reduced
244
Closed
68
Calls
$27M
Puts
$36.1M
Net Calls
-$9.15M
Net Calls Change
-$8.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Carderock Capital Management
Maryland
$3M -$557K -2,947 -15%
BCM
227
Brasada Capital Management
Texas
$2.96M +$29.1K +154 +0.9%
JIC
228
Johnson Investment Counsel
Ohio
$2.86M +$56.4K +298 +2%
GAM
229
Gotham Asset Management
New York
$2.83M +$778K +4,115 +34%
PFC
230
Phocas Financial Corp
California
$2.77M +$75.1K +397 +3%
CNB
231
Czech National Bank
Czech Republic
$2.69M +$2.94M +15,562 New
RJFSA
232
Raymond James Financial Services Advisors
Florida
$2.65M -$229K -1,210 -7%
II
233
Inspire Investing
Idaho
$2.63M -$112K -590 -4%
WAM
234
Wakefield Asset Management
Colorado
$2.58M -$244K -1,290 -8%
NB
235
Norinchukin Bank
Japan
$2.56M +$369K +1,952 +15%
AAM
236
Advisors Asset Management
Colorado
$2.51M -$864K -4,570 -24%
FW
237
FirstPurpose Wealth
Utah
$2.48M -$304K -1,609 -10%
MLM
238
Mount Lucas Management
Pennsylvania
$2.48M -$54.7K -289 -2%
Cambridge Investment Research Advisors
239
Cambridge Investment Research Advisors
Iowa
$2.43M -$49.7K -263 -2%
BSA
240
Braun Stacey Associates
New York
$2.37M +$1.44M +7,635 +126%
RIM
241
Redpoint Investment Management
Australia
$2.37M -$50.5K -267 -2%
SOAMC
242
Spirit of America Management Corp
New York
$2.31M
BCIM
243
British Columbia Investment Management
British Columbia, Canada
$2.29M -$424K -2,242 -14%
National Bank of Canada
244
National Bank of Canada
Quebec, Canada
$2.28M +$561K +2,968 +29%
SLAM
245
Swiss Life Asset Management
$2.28M -$8.89K -47 -0.4%
Kayne Anderson Rudnick Investment Management
246
Kayne Anderson Rudnick Investment Management
California
$2.26M +$30.8K +163 +1%
HIMCH
247
Hartford Investment Management Co (HIMCO)
Connecticut
$2.24M -$27.4K -145 -1%
PI
248
PGGM Investments
Netherlands
$2.18M +$2.38M +12,606 New
American Century Companies
249
American Century Companies
Missouri
$2.15M +$488K +2,583 +26%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$2.13M +$2.33M +12,311 New

EXR Hedge Fund Activity: Q3 2022 in Review

628 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2022, worth a combined $22.5B — up 3% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of EXR and 67 opened new positions — a net loss of 1 holder — while 244 trimmed existing stakes and 215 added.

The largest buyer was Capital World Investors, adding an estimated $1.45B. The largest seller was Cohen & Steers, cutting an estimated $187M.

  • 628 institutional investors held Extra Space Storage (EXR) as of Q3 2022, down from 637 in Q2 2022.
  • Funds reported $22.5B of Extra Space Storage stock for Q3 2022, up 3% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q3 2022 and 68 closed out, a net change of -1 holder.
  • The largest Extra Space Storage buyer in Q3 2022 was Capital World Investors, an estimated $1.45B added.
  • The largest Extra Space Storage seller in Q3 2022 was Cohen & Steers, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2022.