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Extra Space Storage

654 hedge funds and large institutions have $25.4B invested in Extra Space Storage in 2023 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 360 increasing their positions, 93 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 93

123% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 65

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

19% more capital invested

Capital invested by funds: $21.3B → $25.4B (+$4.13B)

13% more funds holding

Funds holding: 578654 (+76)

6.95% less ownership

Funds ownership: 105.97%99.02% (-7%)

54% less call options, than puts

Call options by funds: $30M | Put options by funds: $64.9M

Holders
654
Holders Change
+76
Holders Change %
+13.15%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
145
Increased
360
Reduced
93
Closed
65
Calls
$30M
Puts
$64.9M
Net Calls
-$34.9M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
251
Cambridge Investment Research Advisors
Iowa
$2.42M +$590K +4,398 +28%
Bank of Nova Scotia
252
Bank of Nova Scotia
Ontario, Canada
$2.42M +$1.17M +8,721 +78%
WCM
253
Wedge Capital Management
North Carolina
$2.41M +$2.66M +19,801 New
GIBU
254
Gulf International Bank (UK)
United Kingdom
$2.37M +$798K +5,943 +44%
BCIM
255
British Columbia Investment Management
British Columbia, Canada
$2.34M +$946K +7,044 +58%
SLAM
256
Swiss Life Asset Management
$2.33M -$1.75M -13,021 -40%
PGFC
257
Peapack-Gladstone Financial Corp
New Jersey
$2.29M +$60.3K +449 +2%
PDN
258
Pensionfund DSM Netherlands
Netherlands
$2.29M +$2.53M +18,840 New
TF
259
Trek Financial
Arizona
$2.29M +$2.24M +16,715 +794%
NB
260
Norinchukin Bank
Japan
$2.24M +$2.55K +19 +0.1%
PAI
261
Pittenger & Anderson Inc
Nebraska
$2.22M -$3.53M -26,325 -59%
EI
262
Ethic Inc
New York
$2.19M +$1.45M +10,788 +149%
RJFSA
263
Raymond James Financial Services Advisors
Florida
$2.19M -$19.6K -146 -0.8%
LMIM
264
Lockheed Martin Investment Management
Maryland
$2.18M +$731K +5,443 +51%
TYCC
265
Texas Yale Capital Corp
Florida
$2.16M -$171K -1,277 -7%
EMPI
266
Elo Mutual Pension Insurance
Finland
$2.15M +$882K +6,567 +59%
AAM
267
Advisors Asset Management
Colorado
$2.13M +$536K +3,993 +30%
JIC
268
Johnson Investment Counsel
Ohio
$2.12M +$62.8K +468 +3%
Wealthfront Advisers
269
Wealthfront Advisers
California
$2.09M +$277K +2,064 +14%
KRS
270
Kentucky Retirement Systems
Kentucky
$2.08M +$842K +6,273 +58%
QCM
271
Quantinno Capital Management
New York
$2.06M +$2.28M +16,976 New
Fidelity International
272
Fidelity International
Bermuda
$2.06M -$940K -7,000 -29%
AL
273
ACAS LLC
California
$2.02M +$2.24M +16,652 New
LSAG
274
Lake Street Advisors Group
New Hampshire
$1.99M +$156K +1,163 +8%
OPERF
275
Oregon Public Employees Retirement Fund
Oregon
$1.99M +$789K +5,881 +56%

EXR Hedge Fund Activity: Q3 2023 in Review

654 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2023, worth a combined $25.4B — up 19% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new EXR positions and 65 closed out — a net gain of 80 holders — while 360 added to existing stakes and 93 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.62B. The largest seller was Deutsche Bank, cutting an estimated $83.9M.

  • 654 institutional investors held Extra Space Storage (EXR) as of Q3 2023, up from 578 in Q2 2023.
  • Funds reported $25.4B of Extra Space Storage stock for Q3 2023, up 19% quarter-over-quarter.
  • 145 funds opened new Extra Space Storage positions in Q3 2023 and 65 closed out, a net change of +80 holders.
  • The largest Extra Space Storage buyer in Q3 2023 was Vanguard Group, an estimated $1.62B added.
  • The largest Extra Space Storage seller in Q3 2023 was Deutsche Bank, an estimated $83.9M sold.

Based on aggregated 13F filings for Q3 2023.