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Extra Space Storage

578 hedge funds and large institutions have $21.3B invested in Extra Space Storage in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 207 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $7.14M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

6.97% more ownership

Funds ownership: 99%105.97% (+7%)

6% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 207

2% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 64

0% more funds holding

Funds holding: 578578 (0)

1% less capital invested

Capital invested by funds: $21.5B → $21.3B (-$186M)

Holders
578
Holders Change
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
65
Increased
220
Reduced
207
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K
Name Holding Trade Value Shares
Change
Change in
Stake
KRS
276
Kentucky Retirement Systems
Kentucky
$1.62M +$40.5K +269 +3%
JAM
277
JLP Asset Management
New York
$1.61M +$466K +3,100 +40%
BSA
278
Braun Stacey Associates
New York
$1.6M -$2.47M -16,415 -60%
PWA
279
Physician Wealth Advisors
Utah
$1.6M +$4.06K +27 +0.3%
FWCM
280
Ferguson Wellman Capital Management
Oregon
$1.6M -$35.5K -236 -2%
LMIM
281
Lockheed Martin Investment Management
Maryland
$1.58M +$165K +1,100 +12%
OIAM
282
OFI Invest Asset Management
France
$1.57M -$260M -1,728,553 -99%
PIM
283
Penobscot Investment Management
Massachusetts
$1.57M +$42.9K +285 +3%
OPERF
284
Oregon Public Employees Retirement Fund
Oregon
$1.56M +$15K +100 +1%
PL
285
Perpetual Ltd
Australia
$1.56M -$339K -2,254 -18%
MSRPS
286
Maryland State Retirement & Pension System
Maryland
$1.51M -$47.1K -313 -3%
PS
287
Presima Securities
Quebec, Canada
$1.51M +$466K +3,100 +44%
MLICM
288
Metropolitan Life Insurance Company (MetLife)
New York
$1.49M -$16.4K -109 -1%
HIMCH
289
Hartford Investment Management Co (HIMCO)
Connecticut
$1.45M -$272K -1,805 -16%
NA
290
NewEdge Advisors
Louisiana
$1.39M +$61.7K +410 +5%
EC
291
Elequin Capital
New York
$1.36M +$1.38M +9,152 New
MF
292
Magnetar Financial
Illinois
$1.34M +$1.35M +9,006 New
CM
293
Capital Management
Virginia
$1.32M
SSA
294
Schonfeld Strategic Advisors
New York
$1.3M +$1.32M +8,750 New
TFCM
295
Taylor Frigon Capital Management
Arizona
$1.3M -$12.6K -84 -1%
Nordea Investment Management
296
Nordea Investment Management
Sweden
$1.27M +$44.2K +294 +4%
LSERS
297
Louisiana State Employees Retirement System
Louisiana
$1.25M -$45.1K -300 -3%
SC
298
Settian Capital
New York
$1.25M
PCM
299
Penserra Capital Management
California
$1.25M +$201K +1,333 +19%
QIM
300
Quantitative Investment Management
Virginia
$1.23M +$768K +5,106 +163%

EXR Hedge Fund Activity: Q2 2023 in Review

578 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2023, worth a combined $21.3B — down 0.87% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new EXR positions and 64 closed out — a net gain of 1 holder — while 220 added to existing stakes and 207 trimmed.

The largest buyer was Capital World Investors, adding an estimated $616M. The largest seller was OFI Invest Asset Management, cutting an estimated $260M.

  • 578 institutional investors held Extra Space Storage (EXR) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $21.3B of Extra Space Storage stock for Q2 2023, down 0.87% quarter-over-quarter.
  • 65 funds opened new Extra Space Storage positions in Q2 2023 and 64 closed out, a net change of +1 holder.
  • The largest Extra Space Storage buyer in Q2 2023 was Capital World Investors, an estimated $616M added.
  • The largest Extra Space Storage seller in Q2 2023 was OFI Invest Asset Management, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2023.