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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
PS
301
Presima Securities
Quebec, Canada
$1.02M -$272K -1,700 -20%
DI
302
DFPG Investments
Utah
$1M – – –
GCM
303
Gallacher Capital Management
Colorado
$995K +$1.08M +6,758 New
Bessemer Group
304
Bessemer Group
New Jersey
$992K -$119K -745 -10%
Cerity Partners
305
Cerity Partners
New York
$983K +$162K +1,014 +18%
CAN
306
Cetera Advisor Networks
California
$983K +$359K +2,248 +51%
AAM
307
Azzad Asset Management
Virginia
$963K -$454K -2,838 -30%
PCM
308
Penserra Capital Management
California
$960K +$59.8K +374 +6%
YIH
309
Y-Intercept (HK)
Hong Kong
$959K -$84.5K -529 -8%
CIP
310
Convergence Investment Partners
Florida
$952K +$228K +1,425 +28%
NMERB
311
New Mexico Educational Retirement Board
New Mexico
$942K -$79.9K -500 -7%
AIC
312
Archer Investment Corporation
Indiana
$929K – – –
TFA
313
Teamwork Financial Advisors
Texas
$927K +$68.9K +431 +7%
MC
314
Maverick Capital
Texas
$924K +$1M +6,280 New
CW
315
Connectus Wealth
Ohio
$900K – – –
CIG
316
Cascade Investment Group
Colorado
$899K +$976K +6,105 New
HFAS
317
Hummer Financial Advisory Services
Illinois
$890K – – –
SG Americas Securities
318
SG Americas Securities
New York
$889K +$443K +2,773 +85%
AC
319
Allstate Corporation
Illinois
$887K -$4.42M -27,650 -82%
AIM
320
Allstate Investment Management
Illinois
$887K +$963K +6,025 New
WC
321
Winmill & Co
New York
$883K – – –
DEA
322
DoubleLine ETF Adviser
Florida
$876K +$951K +5,949 New
PRWA
323
Platte River Wealth Advisors
Colorado
$872K – – –
JF
324
Jump Financial
Illinois
$864K +$938K +5,867 New
Holocene Advisors
325
Holocene Advisors
New York
$862K +$936K +5,854 New
11 12
13
14 15

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.