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Extra Space Storage
EXR

589 hedge funds and large institutions have $18.9B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 240 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 97.31% → 97.08% (-0.24%)

6% less funds holding

Funds holding: 628 → 589 (-39)

10% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $20.6M

16% less capital invested

Capital invested by funds: $22.5B → $18.9B (-$3.66B)

24% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 240

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
589
Holders Change
-39
Holders Change %
-6.21%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
75
Increased
182
Reduced
240
Closed
103
Calls
$18.6M
Puts
$20.6M
Net Calls
-$2.07M
Net Calls Change
+$7.08M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$634M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$400M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
4
CVA
Ceredex Value Advisors
Florida
+$61M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$54.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$295M
2
Cohen & Steers
Cohen & Steers
New York
-$146M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$128M
4
Invesco
Invesco
Georgia
-$126M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$90.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
276
Mariner
Kansas
$1.44M -$157K -984 -9%
PGAM
277
Princeton Global Asset Management
New Jersey
$1.43M -$51.3K -321 -3%
LMIM
278
Lockheed Martin Investment Management
Maryland
$1.4M +$160K +1,000 +12%
IMRF
279
Illinois Municipal Retirement Fund
Illinois
$1.39M – – –
VWA
280
V Wealth Advisors
Kansas
$1.33M -$280K -1,753 -16%
WS
281
Wedbush Securities
California
$1.31M +$142K +890 +11%
TFCM
282
Taylor Frigon Capital Management
Arizona
$1.31M -$27.5K -172 -2%
CM
283
Capital Management
Virginia
$1.3M – – –
LSERS
284
Louisiana State Employees Retirement System
Louisiana
$1.28M +$16K +100 +1%
EI
285
Ethic Inc
New York
$1.27M -$532K -3,330 -28%
PP
286
Prudential plc
United Kingdom
$1.25M -$1.46M -9,131 -52%
SC
287
Settian Capital
New York
$1.24M +$63.9K +400 +5%
PIM
288
Penobscot Investment Management
Massachusetts
$1.22M -$267K -1,670 -17%
Nordea Investment Management
289
Nordea Investment Management
Sweden
$1.21M – – –
NICM
290
Neo Ivy Capital Management
New York
$1.2M +$1.31M +8,178 New
KBC Group
291
KBC Group
Belgium
$1.18M +$1.76K +11 +0.1%
EWA
292
EP Wealth Advisors
California
$1.13M +$1.22M +7,658 New
USCWA
293
U.S. Capital Wealth Advisors
Texas
$1.12M +$32K +200 +3%
HighTower Advisors
294
HighTower Advisors
Illinois
$1.1M -$409K -2,558 -25%
PFM
295
Patton Fund Management
Texas
$1.1M +$64.7K +405 +6%
ASN
296
Advisory Services Network
Georgia
$1.09M +$148K +924 +14%
SVWAG
297
Sound View Wealth Advisors Group
Georgia
$1.08M +$548K +3,431 +103%
O
298
Ossiam
France
$1.06M -$1.82M -11,410 -61%
UCFA
299
United Capital Financial Advisors
Texas
$1.03M -$203K -1,268 -15%
DCM
300
Dupont Capital Management
Delaware
$1.03M -$1.69M -10,558 -60%
10 11
12
13 14

EXR Hedge Fund Activity: Q4 2022 in Review

589 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2022, worth a combined $18.9B — down 16% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of EXR and 75 opened new positions — a net loss of 28 holders — while 240 trimmed existing stakes and 182 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was Ameriprise, cutting an estimated $295M.

  • 589 institutional investors held Extra Space Storage (EXR) as of Q4 2022, down from 628 in Q3 2022.
  • Funds reported $18.9B of Extra Space Storage stock for Q4 2022, down 16% quarter-over-quarter.
  • 75 funds opened new Extra Space Storage positions in Q4 2022 and 103 closed out, a net change of -28 holders.
  • The largest Extra Space Storage buyer in Q4 2022 was Capital World Investors, an estimated $634M added.
  • The largest Extra Space Storage seller in Q4 2022 was Ameriprise, an estimated $295M sold.

Based on aggregated 13F filings for Q4 2022.