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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
WS
301
Wedbush Securities
California
$1.48M +$41.7K +225 +3%
TCM
302
Twin Capital Management
Pennsylvania
$1.47M
Jacobs Levy Equity Management
303
Jacobs Levy Equity Management
New Jersey
$1.47M -$187K -1,011 -11%
LSERS
304
Louisiana State Employees Retirement System
Louisiana
$1.46M +$18.5K +100 +1%
Nordea Investment Management
305
Nordea Investment Management
Sweden
$1.41M +$252K +1,359 +20%
BCV
306
Banque Cantonale Vaudoise
Switzerland
$1.4M -$1.52M -8,200 -50%
SW
307
SteelPeak Wealth
California
$1.39M +$654K +3,530 +76%
KBC Group
308
KBC Group
Belgium
$1.37M -$919K -4,962 -38%
AWM
309
Avitas Wealth Management
California
$1.35M +$1.47M +7,953 New
AAM
310
Azzad Asset Management
Virginia
$1.35M +$562K +3,036 +48%
PA
311
Paragon Advisors
Texas
$1.32M +$228K +1,233 +19%
QT
312
Quantbot Technologies
New York
$1.32M -$280K -1,513 -16%
PFM
313
Patton Fund Management
Texas
$1.32M -$1M -5,413 -41%
USCWA
314
U.S. Capital Wealth Advisors
Texas
$1.28M -$239K -1,288 -15%
NMERB
315
New Mexico Educational Retirement Board
New Mexico
$1.26M -$74.1K -400 -5%
CIP
316
Convergence Investment Partners
Florida
$1.25M +$18K +97 +1%
ACM
317
AlphaCrest Capital Management
New York
$1.25M -$1.25M -6,773 -48%
AIC
318
Archer Investment Corporation
Indiana
$1.19M
Bessemer Group
319
Bessemer Group
New Jersey
$1.19M +$10.2K +55 +0.8%
O
320
Ossiam
France
$1.17M -$595K -3,210 -32%
EWA
321
EP Wealth Advisors
California
$1.15M
Creative Planning
322
Creative Planning
Kansas
$1.15M +$203K +1,097 +19%
HIM
323
Hanlon Investment Management
New Jersey
$1.14M +$65K +351 +6%
ASN
324
Advisory Services Network
Georgia
$1.1M -$28.3K -153 -2%
DI
325
DFPG Investments
Utah
$1.1M

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.