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Extra Space Storage

656 hedge funds and large institutions have $26.1B invested in Extra Space Storage in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 268 increasing their positions, 216 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 216

3% more funds holding

Funds holding: 640656 (+16)

0.61% less ownership

Funds ownership: 95.8%95.19% (-0.61%)

10% less capital invested

Capital invested by funds: $29B → $26.1B (-$2.83B)

38% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.3M

Holders
656
Holders Change
+16
Holders Change %
+2.5%
% of All Funds
10.35%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
89
Increased
268
Reduced
216
Closed
62
Calls
$28M
Puts
$45.3M
Net Calls
-$17.3M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
326
Convergence Investment Partners
Florida
$1.49M +$272K +1,370 +23%
AIC
327
Archer Investment Corporation
Indiana
$1.45M
Nordea Investment Management
328
Nordea Investment Management
Sweden
$1.45M
Bessemer Group
329
Bessemer Group
New Jersey
$1.42M +$390K +1,963 +40%
Pacer Advisors
330
Pacer Advisors
Pennsylvania
$1.41M -$308K -1,550 -18%
EWA
331
EP Wealth Advisors
California
$1.39M +$1.34M +6,738 New
DI
332
DFPG Investments
Utah
$1.38M
CW
333
Connectus Wealth
Ohio
$1.38M +$1.2M +6,044 New
CCIA
334
Campbell & Co Investment Adviser
Maryland
$1.38M +$70.2K +353 +6%
ASN
335
Advisory Services Network
Georgia
$1.36M -$228K -1,147 -15%
PA
336
Paragon Advisors
Texas
$1.35M +$1.3M +6,557 New
BMSSC
337
B. Metzler seel. Sohn & Co
Germany
$1.32M +$471K +2,371 +59%
HIM
338
Hanlon Investment Management
New Jersey
$1.31M -$35.4K -178 -3%
AAM
339
Azzad Asset Management
Virginia
$1.29M +$321K +1,612 +35%
HFAS
340
Hummer Financial Advisory Services
Illinois
$1.24M
WC
341
Winmill & Co
New York
$1.23M
PRWA
342
Platte River Wealth Advisors
Colorado
$1.22M
LCM
343
Logan Capital Management
Pennsylvania
$1.21M
AWS
344
Atria Wealth Solutions
New York
$1.21M +$1.17M +5,874 New
VWM
345
Venturi Wealth Management
Texas
$1.21M +$29.8K +150 +3%
ECM
346
ExodusPoint Capital Management
New York
$1.2M +$1.16M +5,827 New
IMRF
347
Illinois Municipal Retirement Fund
Illinois
$1.19M
Creative Planning
348
Creative Planning
Kansas
$1.16M +$82.1K +413 +8%
MCM
349
McDonough Capital Management
Florida
$1.14M +$305K +1,533 +38%
OAM
350
Oppenheimer Asset Management
New York
$1.14M -$109K -549 -9%

EXR Hedge Fund Activity: Q1 2022 in Review

656 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2022, worth a combined $26.1B — down 9.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EXR positions and 62 closed out — a net gain of 27 holders — while 268 added to existing stakes and 216 trimmed.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $331M.

  • 656 institutional investors held Extra Space Storage (EXR) as of Q1 2022, up from 640 in Q4 2021.
  • Funds reported $26.1B of Extra Space Storage stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 89 funds opened new Extra Space Storage positions in Q1 2022 and 62 closed out, a net change of +27 holders.
  • The largest Extra Space Storage buyer in Q1 2022 was Ceredex Value Advisors, an estimated $144M added.
  • The largest Extra Space Storage seller in Q1 2022 was Deutsche Bank, an estimated $331M sold.

Based on aggregated 13F filings for Q1 2022.