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Extra Space Storage

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: 79 (+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: 637628 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
276
HighTower Advisors
Illinois
$1.75M +$1.14M +6,052 +150%
ClearBridge Investments
277
ClearBridge Investments
New York
$1.74M
EMPI
278
Elo Mutual Pension Insurance
Finland
$1.74M -$84.2K -445 -4%
PGAM
279
Princeton Global Asset Management
New Jersey
$1.74M -$40.7K -215 -2%
FC
280
FORA Capital
Florida
$1.74M +$1.08M +5,722 +132%
TPM
281
Triasima Portfolio Management
Quebec, Canada
$1.72M -$4.35K -23 -0.2%
PIM
282
Penobscot Investment Management
Massachusetts
$1.72M -$136K -718 -7%
PWM
283
Pinnacle Wealth Management
California
$1.7M +$26.1K +138 +1%
Truist Financial
284
Truist Financial
North Carolina
$1.67M +$8.32K +44 +0.5%
IMRF
285
Illinois Municipal Retirement Fund
Illinois
$1.63M
Two Sigma Investments
286
Two Sigma Investments
New York
$1.57M -$35.1M -185,711 -95%
S
287
Seeyond
France
$1.56M -$331K -1,752 -16%
TFCM
288
Taylor Frigon Capital Management
Arizona
$1.56M -$8.7K -46 -0.5%
CM
289
Capital Management
Virginia
$1.53M
PS
290
Presima Securities
Quebec, Canada
$1.49M -$18.9K -100 -1%
LSERS
291
Louisiana State Employees Retirement System
Louisiana
$1.49M +$18.9K +100 +1%
VI
292
Versor Investments
New York
$1.48M +$483K +2,554 +42%
NWM
293
Nicola Wealth Management
British Columbia, Canada
$1.47M -$151K -800 -9%
LMIM
294
Lockheed Martin Investment Management
Maryland
$1.47M -$265K -1,400 -14%
UCFA
295
United Capital Financial Advisors
Texas
$1.43M -$118K -623 -7%
BCV
296
Banque Cantonale Vaudoise
Switzerland
$1.42M
Nordea Investment Management
297
Nordea Investment Management
Sweden
$1.41M
AWM
298
Avitas Wealth Management
California
$1.4M +$24.2K +128 +2%
Creative Planning
299
Creative Planning
Kansas
$1.39M +$252K +1,331 +20%
PI
300
PEAK6 Investments
Illinois
$1.39M +$1.52M +8,058 New

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.