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Extra Space Storage

654 hedge funds and large institutions have $25.4B invested in Extra Space Storage in 2023 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 360 increasing their positions, 93 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 93

123% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 65

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

19% more capital invested

Capital invested by funds: $21.3B → $25.4B (+$4.13B)

13% more funds holding

Funds holding: 578654 (+76)

6.95% less ownership

Funds ownership: 105.97%99.02% (-7%)

54% less call options, than puts

Call options by funds: $30M | Put options by funds: $64.9M

Holders
654
Holders Change
+76
Holders Change %
+13.15%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
145
Increased
360
Reduced
93
Closed
65
Calls
$30M
Puts
$64.9M
Net Calls
-$34.9M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
301
1832 Asset Management
Ontario, Canada
$1.56M -$228K -1,700 -12%
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$1.54M +$1.15M +8,542 +206%
MF
303
Magnetar Financial
Illinois
$1.53M +$485K +3,613 +40%
TAF
304
Tredje AP-fonden
Sweden
$1.49M -$1.63M -12,114 -50%
Corient Private Wealth
305
Corient Private Wealth
Florida
$1.49M +$658K +4,901 +68%
SF
306
Symphony Financial
Texas
$1.46M -$376K -2,800 -19%
VPIM
307
Vanguard Personalized Indexing Management
California
$1.45M +$841K +6,262 +111%
TCM
308
Tran Capital Management
California
$1.45M
FWCM
309
Ferguson Wellman Capital Management
Oregon
$1.45M +$155K +1,156 +11%
PFC
310
Phocas Financial Corp
California
$1.43M -$27.5K -205 -2%
SYBT
311
Stock Yards Bank & Trust
Kentucky
$1.43M -$617K -4,598 -28%
MCM
312
MAI Capital Management
Ohio
$1.38M +$1.28M +9,503 +516%
NMERB
313
New Mexico Educational Retirement Board
New Mexico
$1.34M +$604K +4,500 +69%
PFA
314
Pathway Financial Advisers
Indiana
$1.34M +$1.48M +10,989 New
D.E. Shaw & Co
315
D.E. Shaw & Co
New York
$1.3M -$12.4M -92,454 -90%
TRCT
316
Tower Research Capital (TRC)
New York
$1.3M -$60.8K -453 -4%
PWA
317
Physician Wealth Advisors
Utah
$1.29M +$5.91K +44 +0.4%
WC
318
Winmill & Co
New York
$1.22M +$541K +4,027 +67%
BCM
319
Brasada Capital Management
Texas
$1.21M -$483K -3,598 -26%
Luther King Capital Management (LKCM)
320
Luther King Capital Management (LKCM)
Texas
$1.19M +$1.31M +9,766 New
CIG
321
Cascade Investment Group
Colorado
$1.15M +$456K +3,395 +56%
OAM
322
Oppenheimer Asset Management
New York
$1.15M +$675K +5,032 +114%
OAM
323
Ostrum Asset Management
France
$1.15M +$245K +1,823 +24%
OIAM
324
OFI Invest Asset Management
France
$1.14M -$88.3K -658 -6%
PCM
325
Penserra Capital Management
California
$1.11M +$110K +819 +10%

EXR Hedge Fund Activity: Q3 2023 in Review

654 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2023, worth a combined $25.4B — up 19% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new EXR positions and 65 closed out — a net gain of 80 holders — while 360 added to existing stakes and 93 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.62B. The largest seller was Deutsche Bank, cutting an estimated $83.9M.

  • 654 institutional investors held Extra Space Storage (EXR) as of Q3 2023, up from 578 in Q2 2023.
  • Funds reported $25.4B of Extra Space Storage stock for Q3 2023, up 19% quarter-over-quarter.
  • 145 funds opened new Extra Space Storage positions in Q3 2023 and 65 closed out, a net change of +80 holders.
  • The largest Extra Space Storage buyer in Q3 2023 was Vanguard Group, an estimated $1.62B added.
  • The largest Extra Space Storage seller in Q3 2023 was Deutsche Bank, an estimated $83.9M sold.

Based on aggregated 13F filings for Q3 2023.