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Extra Space Storage
EXR

628 hedge funds and large institutions have $22.5B invested in Extra Space Storage in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 244 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

1.69% more ownership

Funds ownership: 95.62% → 97.31% (+1.7%)

3% more capital invested

Capital invested by funds: $21.9B → $22.5B (+$650M)

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 637 → 628 (-9)

12% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 244

25% less call options, than puts

Call options by funds: $27M | Put options by funds: $36.1M

Holders
628
Holders Change
-9
Holders Change %
-1.41%
% of All Funds
10.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
67
Increased
215
Reduced
244
Closed
68
Calls
$27M
Puts
$36.1M
Net Calls
-$9.15M
Net Calls Change
-$8.91M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.45B
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$38.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$27.6M
4
Goldman Sachs
Goldman Sachs
New York
+$26M
5
BA
Bridgewater Associates
Connecticut
+$24.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$187M
2
ZP
Zimmer Partners
New York
-$173M
3
BlackRock
BlackRock
New York
-$84.2M
4
Ameriprise
Ameriprise
Minnesota
-$61.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRWA
326
Platte River Wealth Advisors
Colorado
$1.02M – – –
PFO
327
Pathstone Family Office
New Jersey
$1.02M +$816K +4,316 +270%
Wolverine Trading
328
Wolverine Trading
Illinois
$1.01M +$1.14M +6,006 New
TFA
329
Teamwork Financial Advisors
Texas
$1.01M -$880K -4,652 -44%
Cerity Partners
330
Cerity Partners
New York
$978K -$83.2K -440 -7%
VWM
331
Venturi Wealth Management
Texas
$978K -$49.2K -260 -4%
MCM
332
McDonough Capital Management
Florida
$934K -$48.6K -257 -5%
SAM
333
Strategy Asset Managers
California
$934K +$53.1K +281 +5%
AWS
334
Atria Wealth Solutions
New York
$928K -$38.2K -202 -4%
API
335
Advisor Partners II
California
$900K +$986K +5,213 New
MML Investors Services
336
MML Investors Services
Massachusetts
$890K -$26.3K -139 -3%
DIA
337
Dana Investment Advisors
Wisconsin
$889K -$8.89K -47 -0.9%
VAS
338
Vestmark Advisory Solutions
Massachusetts
$876K +$212K +1,120 +28%
CIP
339
Convergence Investment Partners
Florida
$871K -$438K -2,314 -31%
E
340
Ergoteles
New York
$865K -$5.14M -27,204 -84%
NMIMC
341
Northwestern Mutual Investment Management Company
Wisconsin
$859K -$74.3K -393 -7%
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$853K -$31.4K -166 -3%
AWM
343
Adams Wealth Management
Utah
$842K -$37.1K -196 -4%
KRSITF
344
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$829K +$39.9K +211 +5%
BC
345
Burney Company
Virginia
$818K -$195K -1,031 -18%
Janney Montgomery Scott
346
Janney Montgomery Scott
Pennsylvania
$798K +$108K +572 +14%
CAN
347
Cetera Advisor Networks
California
$765K +$337K +1,781 +67%
AWM
348
Apollon Wealth Management
South Carolina
$739K +$53K +280 +7%
Brown Advisory
349
Brown Advisory
Maryland
$706K +$378 +2 +0%
TRCT
350
Tower Research Capital (TRC)
New York
$693K -$2.05M -10,865 -73%
12 13
14
15 16

EXR Hedge Fund Activity: Q3 2022 in Review

628 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2022, worth a combined $22.5B — up 3% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of EXR and 67 opened new positions — a net loss of 1 holder — while 244 trimmed existing stakes and 215 added.

The largest buyer was Capital World Investors, adding an estimated $1.45B. The largest seller was Cohen & Steers, cutting an estimated $187M.

  • 628 institutional investors held Extra Space Storage (EXR) as of Q3 2022, down from 637 in Q2 2022.
  • Funds reported $22.5B of Extra Space Storage stock for Q3 2022, up 3% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q3 2022 and 68 closed out, a net change of -1 holder.
  • The largest Extra Space Storage buyer in Q3 2022 was Capital World Investors, an estimated $1.45B added.
  • The largest Extra Space Storage seller in Q3 2022 was Cohen & Steers, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2022.