We are live on ! Find out more
EXR icon

Extra Space Storage
EXR

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: 7 → 9 (+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: 637 → 628 (-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

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.45B
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$38.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$27.6M
4
Goldman Sachs
Goldman Sachs
New York
+$26M
5
BA
Bridgewater Associates
Connecticut
+$24.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$187M
2
ZP
Zimmer Partners
New York
-$173M
3
BlackRock
BlackRock
New York
-$84.2M
4
Ameriprise
Ameriprise
Minnesota
-$61.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
251
Eaton Vance Management
Massachusetts
$2.12M +$9.83K +52 +0.4%
AAM
252
Abeille Asset Management
France
$2.11M – – –
ACM
253
AlphaCrest Capital Management
New York
$2.09M +$903K +4,777 +65%
TF
254
Trek Financial
Arizona
$2.07M +$2.27M +11,983 New
EI
255
Ethic Inc
New York
$2.06M -$11.7K -62 -0.5%
TCM
256
Tran Capital Management
California
$2.06M – – –
MLICM
257
Metropolitan Life Insurance Company (MetLife)
New York
$2.05M -$360K -1,903 -14%
CGH
258
Crossmark Global Holdings
Texas
$2.05M -$216K -1,140 -9%
BWM
259
BNC Wealth Management
Oregon
$2.03M -$84.3K -446 -4%
SAM
260
Securian Asset Management
Minnesota
$1.95M -$14.9M -78,908 -87%
LP
261
LMR Partners
United Kingdom
$1.92M +$1.75M +9,265 +499%
Bank of Nova Scotia
262
Bank of Nova Scotia
Ontario, Canada
$1.9M +$4.54K +24 +0.2%
SF
263
Symphony Financial
Texas
$1.89M +$88.3K +467 +4%
DILIC
264
Dai-ichi Life Insurance Company
Japan
$1.89M – – –
PWA
265
Physician Wealth Advisors
Utah
$1.89M -$7.94K -42 -0.4%
QT
266
Quantamental Technologies
New York
$1.86M +$2.04M +10,793 New
Mariner
267
Mariner
Kansas
$1.86M +$2.04M +10,781 New
VWA
268
V Wealth Advisors
Kansas
$1.86M +$46.1K +244 +2%
MWM
269
MinichMacGregor Wealth Management
New York
$1.85M +$110K +580 +6%
PG
270
Pendal Group
Australia
$1.84M -$462K -2,444 -19%
KRS
271
Kentucky Retirement Systems
Kentucky
$1.81M +$97.6K +516 +5%
UH
272
Unigestion Holding
Switzerland
$1.76M -$199K -1,050 -9%
FWCM
273
Ferguson Wellman Capital Management
Oregon
$1.76M – – –
AI
274
Atria Investments
North Carolina
$1.75M -$81.1K -429 -4%
T
275
TOBAM
France
$1.75M -$485K -2,567 -20%
9 10
11
12 13

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.