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Extra Space Storage
EXR

Overview Fund Activity

576 hedge funds and large institutions have $21.5B invested in Extra Space Storage in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 218 increasing their positions, 196 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
-11
Holders Change %
-1.87%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
69
Increased
218
Reduced
196
Closed
66
Calls
$24.5M
Puts
$13.1M
Net Calls
+$11.5M
Net Calls Change
+$13.5M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$346M
2
Deutsche Bank
2
Deutsche Bank
Germany
$181M
3
Capital World Investors
3
Capital World Investors
California
$2.25B
4
HRES
4
Heitman Real Estate Securities
Illinois
$101M
5
State Street
5
State Street
Massachusetts
$1.53B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$426M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$1.33M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$431M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$77.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
251
Corient Private Wealth
Florida
$1.75M +$1.75M +10,770 New
Creative Planning
252
Creative Planning
Kansas
$1.75M +$117K +716 +7%
PGAM
253
Princeton Global Asset Management
New Jersey
$1.73M +$144K +886 +9%
KRS
254
Kentucky Retirement Systems
Kentucky
$1.73M +$9.94K +61 +0.6%
Mariner
255
Mariner
Kansas
$1.72M +$128K +789 +8%
MSRPS
256
Maryland State Retirement & Pension System
Maryland
$1.71M +$33.4K +205 +2%
PFA
257
Pathway Financial Advisers
Indiana
$1.7M +$796K +4,887 +88%
UH
258
Unigestion Holding
Switzerland
$1.69M – – –
OPERF
259
Oregon Public Employees Retirement Fund
Oregon
$1.69M -$85.5K -525 -5%
PIM
260
Penobscot Investment Management
Massachusetts
$1.67M +$320K +1,965 +24%
MLICM
261
Metropolitan Life Insurance Company (MetLife)
New York
$1.65M -$263K -1,614 -14%
ClearBridge Investments
262
ClearBridge Investments
New York
$1.64M – – –
PWA
263
Physician Wealth Advisors
Utah
$1.63M +$5.82K +38 +0.4%
National Bank of Canada
264
National Bank of Canada
Quebec, Canada
$1.62M +$984K +6,037 +154%
LMIM
265
Lockheed Martin Investment Management
Maryland
$1.55M – – –
Bank of Nova Scotia
266
Bank of Nova Scotia
Ontario, Canada
$1.5M -$289K -1,771 -16%
NA
267
NewEdge Advisors
Louisiana
$1.45M +$992K +6,085 +214%
CM
268
Capital Management
Virginia
$1.44M – – –
TFCM
269
Taylor Frigon Capital Management
Arizona
$1.44M -$8.47K -52 -0.6%
LSERS
270
Louisiana State Employees Retirement System
Louisiana
$1.42M – – –
AC
271
Allstate Corporation
Illinois
$1.4M +$416K +2,556 +42%
D.E. Shaw & Co
272
D.E. Shaw & Co
New York
$1.37M -$1.44M -8,855 -51%
SC
273
Settian Capital
New York
$1.37M – – –
WS
274
Wedbush Securities
California
$1.34M -$102K -625 -7%
Schroder Investment Management Group
275
Schroder Investment Management Group
United Kingdom
$1.33M -$87.9M -539,747 -99%
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