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Extra Space Storage

656 hedge funds and large institutions have $26.1B invested in Extra Space Storage in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 268 increasing their positions, 216 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 216

3% more funds holding

Funds holding: 640656 (+16)

0.61% less ownership

Funds ownership: 95.8%95.19% (-0.61%)

10% less capital invested

Capital invested by funds: $29B → $26.1B (-$2.83B)

38% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.3M

Holders
656
Holders Change
+16
Holders Change %
+2.5%
% of All Funds
10.35%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
89
Increased
268
Reduced
216
Closed
62
Calls
$28M
Puts
$45.3M
Net Calls
-$17.3M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
276
Burney Company
Virginia
$2.23M -$404K -2,031 -16%
AWM
277
AE Wealth Management
Kansas
$2.23M +$174K +877 +9%
UH
278
Unigestion Holding
Switzerland
$2.22M -$357K -1,797 -14%
PWA
279
Physician Wealth Advisors
Utah
$2.19M -$105K -527 -4%
E
280
Ergoteles
New York
$2.18M -$2.53M -12,707 -55%
EMPI
281
Elo Mutual Pension Insurance
Finland
$2.17M +$74.4K +374 +4%
FWCM
282
Ferguson Wellman Capital Management
Oregon
$2.14M -$12.1K -61 -0.6%
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$2.13M -$16.5K -83 -0.8%
ClearBridge Investments
284
ClearBridge Investments
New York
$2.08M
O
285
Ossiam
France
$2.07M -$2.05M -10,333 -51%
TPM
286
Triasima Portfolio Management
Quebec, Canada
$2.06M +$1.99M +10,023 New
VWA
287
V Wealth Advisors
Kansas
$2.06M +$38.6K +194 +2%
MSRPS
288
Maryland State Retirement & Pension System
Maryland
$2.06M
AI
289
Atria Investments
North Carolina
$2.05M +$113K +567 +6%
BNP Paribas Asset Management
290
BNP Paribas Asset Management
France
$2.04M +$153K +770 +8%
Truist Financial
291
Truist Financial
North Carolina
$2.04M -$89.7K -451 -4%
CS
292
Candriam SCA
Luxembourg
$2.01M +$788K +3,965 +68%
EI
293
Ethic Inc
New York
$2.01M +$685K +3,446 +54%
MWM
294
MinichMacGregor Wealth Management
New York
$1.99M +$118K +591 +7%
Kayne Anderson Rudnick Investment Management
295
Kayne Anderson Rudnick Investment Management
California
$1.98M +$88.1K +443 +5%
Jacobs Levy Equity Management
296
Jacobs Levy Equity Management
New Jersey
$1.98M +$358K +1,799 +23%
UCFA
297
United Capital Financial Advisors
Texas
$1.96M -$82.1K -413 -4%
SSA
298
Schonfeld Strategic Advisors
New York
$1.94M +$1.88M +9,451 New
SDIC
299
South Dakota Investment Council
South Dakota
$1.94M +$1.88M +9,435 New
PIM
300
Penobscot Investment Management
Massachusetts
$1.94M +$1.29M +6,465 +218%

EXR Hedge Fund Activity: Q1 2022 in Review

656 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2022, worth a combined $26.1B — down 9.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EXR positions and 62 closed out — a net gain of 27 holders — while 268 added to existing stakes and 216 trimmed.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $331M.

  • 656 institutional investors held Extra Space Storage (EXR) as of Q1 2022, up from 640 in Q4 2021.
  • Funds reported $26.1B of Extra Space Storage stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 89 funds opened new Extra Space Storage positions in Q1 2022 and 62 closed out, a net change of +27 holders.
  • The largest Extra Space Storage buyer in Q1 2022 was Ceredex Value Advisors, an estimated $144M added.
  • The largest Extra Space Storage seller in Q1 2022 was Deutsche Bank, an estimated $331M sold.

Based on aggregated 13F filings for Q1 2022.