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Extra Space Storage

637 hedge funds and large institutions have $21.9B invested in Extra Space Storage in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 230 increasing their positions, 231 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 95.19%95.62% (+0.44%)

0% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 231

1% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $19.5M

3% less funds holding

Funds holding: 656637 (-19)

10% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 86

16% less capital invested

Capital invested by funds: $26.1B → $21.9B (-$4.27B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
637
Holders Change
-19
Holders Change %
-2.9%
% of All Funds
10.73%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
77
Increased
230
Reduced
231
Closed
86
Calls
$19.2M
Puts
$19.5M
Net Calls
-$244K
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Penserra Capital Management
California
$1.09M -$185K -999 -13%
Rafferty Asset Management
327
Rafferty Asset Management
New York
$1.06M -$201K -1,085 -15%
CW
328
Connectus Wealth
Ohio
$1.04M +$13.2K +71 +1%
Cerity Partners
329
Cerity Partners
New York
$1.04M +$1.13M +6,105 New
BSA
330
Braun Stacey Associates
New York
$1.03M +$1.13M +6,080 New
HFAS
331
Hummer Financial Advisory Services
Illinois
$1.03M
VI
332
Versor Investments
New York
$1.02M -$395K -2,130 -26%
WC
333
Winmill & Co
New York
$1.02M
AC
334
Allstate Corporation
Illinois
$1.02M +$749K +4,043 +206%
PRWA
335
Platte River Wealth Advisors
Colorado
$1.01M
VWM
336
Venturi Wealth Management
Texas
$1.01M +$9.63K +52 +0.9%
OAM
337
Oppenheimer Asset Management
New York
$1.01M +$74.1K +400 +7%
BC
338
Burney Company
Virginia
$982K -$938K -5,066 -47%
CCIA
339
Campbell & Co Investment Adviser
Maryland
$980K -$172K -929 -14%
MCM
340
McDonough Capital Management
Florida
$965K +$26.1K +141 +3%
AWS
341
Atria Wealth Solutions
New York
$949K -$55.4K -299 -5%
NMIMC
342
Northwestern Mutual Investment Management Company
Wisconsin
$913K +$7.78K +42 +0.8%
MML Investors Services
343
MML Investors Services
Massachusetts
$901K +$185K +996 +23%
AP
344
Advisor Partners
California
$893K +$16.9K +91 +2%
DIA
345
Dana Investment Advisors
Wisconsin
$883K -$702K -3,789 -42%
SAM
346
Strategy Asset Managers
California
$872K -$45.8K -247 -5%
VPIM
347
Vanguard Personalized Indexing Management
California
$872K +$134K +725 +16%
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$869K -$8.71K -47 -0.9%
AWM
349
Adams Wealth Management
Utah
$863K -$13.2K -71 -1%
BMSSC
350
B. Metzler seel. Sohn & Co
Germany
$797K -$321K -1,735 -27%

EXR Hedge Fund Activity: Q2 2022 in Review

637 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2022, worth a combined $21.9B — down 16% from $26.1B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of EXR and 77 opened new positions — a net loss of 9 holders — while 231 trimmed existing stakes and 230 added.

The largest buyer was Zimmer Partners, adding an estimated $174M. The largest seller was Wellington Management Group, cutting an estimated $109M.

  • 637 institutional investors held Extra Space Storage (EXR) as of Q2 2022, down from 656 in Q1 2022.
  • Funds reported $21.9B of Extra Space Storage stock for Q2 2022, down 16% quarter-over-quarter.
  • 77 funds opened new Extra Space Storage positions in Q2 2022 and 86 closed out, a net change of -9 holders.
  • The largest Extra Space Storage buyer in Q2 2022 was Zimmer Partners, an estimated $174M added.
  • The largest Extra Space Storage seller in Q2 2022 was Wellington Management Group, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2022.