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Extra Space Storage
EXR

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: 7 → 9 (+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: 637 → 628 (-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

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.45B
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$38.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$27.6M
4
Goldman Sachs
Goldman Sachs
New York
+$26M
5
BA
Bridgewater Associates
Connecticut
+$24.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$187M
2
ZP
Zimmer Partners
New York
-$173M
3
BlackRock
BlackRock
New York
-$84.2M
4
Ameriprise
Ameriprise
Minnesota
-$61.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
301
Settian Capital
New York
$1.38M +$1.51M +8,000 New
AAM
302
Azzad Asset Management
Virginia
$1.38M +$15.3K +81 +0.9%
WS
303
Wedbush Securities
California
$1.38M -$133K -702 -8%
KBC Group
304
KBC Group
Belgium
$1.38M -$12.5K -66 -0.8%
Rafferty Asset Management
305
Rafferty Asset Management
New York
$1.37M +$321K +1,699 +27%
Wellington Management Group
306
Wellington Management Group
Massachusetts
$1.36M -$1.84M -9,745 -55%
Bessemer Group
307
Bessemer Group
New Jersey
$1.29M +$97.2K +514 +7%
USCWA
308
U.S. Capital Wealth Advisors
Texas
$1.28M -$18.9K -100 -1%
Millennium Management
309
Millennium Management
New York
$1.23M -$28.2M -149,168 -95%
PFM
310
Patton Fund Management
Texas
$1.22M -$130K -685 -9%
YIH
311
Y-Intercept (HK)
Hong Kong
$1.22M +$973K +5,143 +270%
HIM
312
Hanlon Investment Management
New Jersey
$1.2M +$44.1K +233 +3%
QCM
313
Quantinno Capital Management
New York
$1.19M +$650K +3,437 +99%
NMERB
314
New Mexico Educational Retirement Board
New Mexico
$1.19M -$94.6K -500 -7%
ASN
315
Advisory Services Network
Georgia
$1.11M +$189 +1 +0%
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$1.11M -$439K -2,321 -26%
AIC
317
Archer Investment Corporation
Indiana
$1.09M -$132K -700 -10%
CCIA
318
Campbell & Co Investment Adviser
Maryland
$1.08M +$98.9K +523 +9%
DI
319
DFPG Investments
Utah
$1.08M – – –
PCM
320
Penserra Capital Management
California
$1.06M -$52K -275 -4%
CW
321
Connectus Wealth
Ohio
$1.06M – – –
HFAS
322
Hummer Financial Advisory Services
Illinois
$1.04M – – –
VPIM
323
Vanguard Personalized Indexing Management
California
$1.04M +$168K +888 +17%
WC
324
Winmill & Co
New York
$1.04M – – –
OAM
325
Oppenheimer Asset Management
New York
$1.03M +$5.67K +30 +0.5%
11 12
13
14 15

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.