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Extra Space Storage

578 hedge funds and large institutions have $21.3B invested in Extra Space Storage in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 207 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $7.14M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

6.97% more ownership

Funds ownership: 99%105.97% (+7%)

6% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 207

2% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 64

0% more funds holding

Funds holding: 578578 (0)

1% less capital invested

Capital invested by funds: $21.5B → $21.3B (-$186M)

Holders
578
Holders Change
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
65
Increased
220
Reduced
207
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
226
AQR Capital Management
Connecticut
$2.63M -$693K -4,605 -21%
QC
227
Quadrature Capital
United Kingdom
$2.59M +$2.62M +17,420 New
JIC
228
Johnson Investment Counsel
Ohio
$2.53M +$21.4K +142 +0.8%
SW
229
SteelPeak Wealth
California
$2.45M +$2.47M +16,438 New
SYBT
230
Stock Yards Bank & Trust
Kentucky
$2.43M -$9.06M -60,212 -79%
FW
231
FirstPurpose Wealth
Utah
$2.38M -$16.7K -111 -0.7%
CNB
232
Czech National Bank
Czech Republic
$2.38M +$31.6K +210 +1%
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$2.31M -$148K -987 -6%
FG
234
Formula Growth
Quebec, Canada
$2.27M +$2.29M +15,234 New
LSAG
235
Lake Street Advisors Group
New Hampshire
$2.27M -$47.1K -313 -2%
Wealthfront Advisers
236
Wealthfront Advisers
California
$2.25M -$59.3K -394 -3%
SF
237
Symphony Financial
Texas
$2.23M +$311K +2,070 +16%
Janus Henderson Group
238
Janus Henderson Group
United Kingdom
$2.22M -$1.26M -8,406 -36%
Kayne Anderson Rudnick Investment Management
239
Kayne Anderson Rudnick Investment Management
California
$2.21M +$290K +1,928 +15%
BNP Paribas Asset Management
240
BNP Paribas Asset Management
France
$2.21M -$468K -3,112 -17%
1832 Asset Management
241
1832 Asset Management
Ontario, Canada
$2.16M +$2.18M +14,500 New
Mackenzie Financial
242
Mackenzie Financial
Ontario, Canada
$2.14M -$4M -26,568 -65%
Rafferty Asset Management
243
Rafferty Asset Management
New York
$2.14M +$45.1K +300 +2%
IIM
244
Intact Investment Management
Quebec, Canada
$2.13M +$2.15M +14,300 New
PA
245
Paragon Advisors
Texas
$2.1M +$1.02M +6,790 +93%
LCM
246
Laurion Capital Management
New York
$2.08M +$2.11M +14,000 New
Squarepoint
247
Squarepoint
New York
$2.08M +$2.1M +13,959 New
Mariner
248
Mariner
Kansas
$2.08M +$507K +3,368 +32%
FC
249
FORA Capital
Florida
$2.07M +$2.1M +13,940 New
BCM
250
Brasada Capital Management
Texas
$2.03M +$65.1K +433 +3%

EXR Hedge Fund Activity: Q2 2023 in Review

578 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2023, worth a combined $21.3B — down 0.87% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new EXR positions and 64 closed out — a net gain of 1 holder — while 220 added to existing stakes and 207 trimmed.

The largest buyer was Capital World Investors, adding an estimated $616M. The largest seller was OFI Invest Asset Management, cutting an estimated $260M.

  • 578 institutional investors held Extra Space Storage (EXR) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $21.3B of Extra Space Storage stock for Q2 2023, down 0.87% quarter-over-quarter.
  • 65 funds opened new Extra Space Storage positions in Q2 2023 and 64 closed out, a net change of +1 holder.
  • The largest Extra Space Storage buyer in Q2 2023 was Capital World Investors, an estimated $616M added.
  • The largest Extra Space Storage seller in Q2 2023 was OFI Invest Asset Management, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2023.