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Extra Space Storage

637 hedge funds and large institutions have $21.9B invested in Extra Space Storage in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 230 increasing their positions, 231 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 95.19%95.62% (+0.44%)

0% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 231

1% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $19.5M

3% less funds holding

Funds holding: 656637 (-19)

10% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 86

16% less capital invested

Capital invested by funds: $26.1B → $21.9B (-$4.27B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
637
Holders Change
-19
Holders Change %
-2.9%
% of All Funds
10.73%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
77
Increased
230
Reduced
231
Closed
86
Calls
$19.2M
Puts
$19.5M
Net Calls
-$244K
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
276
Princeton Global Asset Management
New Jersey
$1.75M +$1.9M +10,277 New
FWCM
277
Ferguson Wellman Capital Management
Oregon
$1.73M -$44.5K -240 -2%
MWM
278
MinichMacGregor Wealth Management
New York
$1.73M +$87.3K +471 +5%
ClearBridge Investments
279
ClearBridge Investments
New York
$1.72M
BAM
280
Blueshift Asset Management
New Jersey
$1.71M +$1.32M +7,123 +243%
TPM
281
Triasima Portfolio Management
Quebec, Canada
$1.7M -$4.08K -22 -0.2%
MSRPS
282
Maryland State Retirement & Pension System
Maryland
$1.7M
KRS
283
Kentucky Retirement Systems
Kentucky
$1.7M +$265K +1,432 +17%
LMIM
284
Lockheed Martin Investment Management
Maryland
$1.68M -$641K -3,460 -26%
American Century Companies
285
American Century Companies
Missouri
$1.68M +$1.2M +6,503 +193%
CS
286
Candriam SCA
Luxembourg
$1.67M
PWM
287
Pinnacle Wealth Management
California
$1.65M +$1.8M +9,706 New
JAM
288
JLP Asset Management
New York
$1.65M +$241K +1,300 +15%
AIMCA
289
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.65M -$2.06M -11,097 -53%
Truist Financial
290
Truist Financial
North Carolina
$1.64M -$52.6K -284 -3%
Balyasny Asset Management
291
Balyasny Asset Management
Illinois
$1.62M +$1.76M +9,504 New
IMRF
292
Illinois Municipal Retirement Fund
Illinois
$1.61M +$681K +3,674 +64%
NWM
293
Nicola Wealth Management
British Columbia, Canada
$1.58M -$315K -1,700 -15%
DF
294
Donoghue Forlines
Massachusetts
$1.55M -$27.4K -148 -2%
TFCM
295
Taylor Frigon Capital Management
Arizona
$1.55M -$18.3K -99 -1%
PI
296
PineBridge Investments
New York
$1.54M +$52.1K +281 +3%
UCFA
297
United Capital Financial Advisors
Texas
$1.52M -$111K -598 -6%
CM
298
Capital Management
Virginia
$1.51M
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$1.49M -$296K -1,596 -15%
PS
300
Presima Securities
Quebec, Canada
$1.48M

EXR Hedge Fund Activity: Q2 2022 in Review

637 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2022, worth a combined $21.9B — down 16% from $26.1B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of EXR and 77 opened new positions — a net loss of 9 holders — while 231 trimmed existing stakes and 230 added.

The largest buyer was Zimmer Partners, adding an estimated $174M. The largest seller was Wellington Management Group, cutting an estimated $109M.

  • 637 institutional investors held Extra Space Storage (EXR) as of Q2 2022, down from 656 in Q1 2022.
  • Funds reported $21.9B of Extra Space Storage stock for Q2 2022, down 16% quarter-over-quarter.
  • 77 funds opened new Extra Space Storage positions in Q2 2022 and 86 closed out, a net change of -9 holders.
  • The largest Extra Space Storage buyer in Q2 2022 was Zimmer Partners, an estimated $174M added.
  • The largest Extra Space Storage seller in Q2 2022 was Wellington Management Group, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2022.