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Extra Space Storage
EXR

Overview Fund Activity

587 hedge funds and large institutions have $18.8B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 238 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-39
Holders Change %
-6.23%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
75
Increased
182
Reduced
238
Closed
103
Calls
$18.6M
Puts
$20.6M
Net Calls
-$2.07M
Net Calls Change
+$7.08M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$584M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$368M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$117M
4
CVA
Ceredex Value Advisors
Florida
+$56.2M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$50.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$272M
2
Cohen & Steers
Cohen & Steers
New York
-$134M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$118M
4
Invesco
Invesco
Georgia
-$116M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
326
Tower Research Capital (TRC)
New York
$833K +$241K +1,640 +41%
SSA
327
Schonfeld Strategic Advisors
New York
$827K +$827K +5,618 New
VWM
328
Venturi Wealth Management
Texas
$817K -$16K -109 -2%
PFA
329
Pathway Financial Advisers
Indiana
$813K +$813K +5,525 New
AWM
330
Adams Wealth Management
Utah
$811K +$93.3K +634 +13%
BAMF
331
BI Asset Management Fondsmaeglerselskab
Denmark
$805K +$485K +3,296 +151%
API
332
Advisor Partners II
California
$799K +$31.6K +215 +4%
SW
333
SteelPeak Wealth
California
$784K +$784K +5,325 New
BHCM
334
Boulder Hill Capital Management
New York
$780K +$780K +5,300 New
MFGM
335
Marshall Financial Group (Maryland)
Maryland
$777K +$777K +5,279 New
DIA
336
Dana Investment Advisors
Wisconsin
$755K -$1.77K -12 -0.2%
T
337
TOBAM
France
$746K -$742K -5,039 -50%
AAM
338
Abeille Asset Management
France
$733K -$106K -1,545 -13%
AWM
339
Apollon Wealth Management
South Carolina
$710K +$80.2K +545 +13%
KRSITF
340
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$706K – – –
CCIA
341
Campbell & Co Investment Adviser
Maryland
$705K -$219K -1,491 -24%
VAS
342
Vestmark Advisory Solutions
Massachusetts
$698K -$48.6K -330 -7%
Lazard Asset Management
343
Lazard Asset Management
New York
$678K -$5.59M -37,986 -89%
CCM
344
CTC Capital Management
Illinois
$677K +$677K +4,600 New
PI
345
PEAK6 Investments
Illinois
$658K -$528K -3,587 -45%
DWM
346
Dakota Wealth Management
Florida
$648K +$648K +4,399 New
SAM
347
Strategy Asset Managers
California
$645K -$152K -1,029 -19%
NW
348
Naviter Wealth
Arkansas
$640K +$123K +811 +24%
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$637K -$90.8K -617 -12%
Verition Fund Management
350
Verition Fund Management
Connecticut
$632K +$369K +2,509 +140%
12 13
14
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