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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
WS
301
Wedbush Securities
California
$1.22M -$9.93K -66 -0.8%
EWA
302
EP Wealth Advisors
California
$1.2M +$7.51M +49,895 +1,032%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
303
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.19M -$15.4M -102,615 -93%
Wolverine Trading
304
Wolverine Trading
Illinois
$1.19M +$189K +1,254 +19%
DCM
305
Dupont Capital Management
Delaware
$1.18M +$211K +1,401 +22%
EGM
306
Engineers Gate Manager
New York
$1.17M +$1.19M +7,889 New
USCWA
307
U.S. Capital Wealth Advisors
Texas
$1.16M +$12K +80 +1%
GCM
308
Gallacher Capital Management
Colorado
$1.16M +$10.4K +69 +0.9%
OAM
309
Ostrum Asset Management
France
$1.13M +$1.05K +7 +0.1%
SCM
310
Stevens Capital Management
Pennsylvania
$1.09M +$1.1M +7,318 New
Corient Private Wealth
311
Corient Private Wealth
Florida
$1.08M -$532K -3,533 -33%
EI
312
Ethic Inc
New York
$1.07M -$103K -686 -9%
SVWAG
313
Sound View Wealth Advisors Group
Georgia
$1.06M +$122K +810 +13%
AAM
314
Azzad Asset Management
Virginia
$1.04M +$23.9K +159 +2%
BCM
315
Bayesian Capital Management
New York
$1.04M +$1.05M +6,955 New
Schroder Investment Management Group
316
Schroder Investment Management Group
United Kingdom
$1.03M -$193K -1,283 -16%
MCM
317
McDonough Capital Management
Florida
$1.02M +$4.66K +31 +0.5%
Bessemer Group
318
Bessemer Group
New Jersey
$981K -$29.6K -197 -3%
Cerity Partners
319
Cerity Partners
New York
$978K -$31.6K -210 -3%
I
320
InceptionR
California
$971K +$687K +4,563 +233%
NMERB
321
New Mexico Educational Retirement Board
New Mexico
$968K +$45.1K +300 +5%
ASN
322
Advisory Services Network
Georgia
$968K -$67.7K -450 -6%
NW
323
Naviter Wealth
Arkansas
$965K +$153K +1,015 +19%
AWM
324
Adams Wealth Management
Utah
$961K +$35.5K +236 +4%
AIC
325
Archer Investment Corporation
Indiana
$939K

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.