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Extra Space Storage
EXR

589 hedge funds and large institutions have $18.9B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 240 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 97.31% → 97.08% (-0.24%)

6% less funds holding

Funds holding: 628 → 589 (-39)

10% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $20.6M

16% less capital invested

Capital invested by funds: $22.5B → $18.9B (-$3.66B)

24% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 240

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
589
Holders Change
-39
Holders Change %
-6.21%
% 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
240
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
+$634M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$400M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
4
CVA
Ceredex Value Advisors
Florida
+$61M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$54.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$295M
2
Cohen & Steers
Cohen & Steers
New York
-$146M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$128M
4
Invesco
Invesco
Georgia
-$126M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$90.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
326
McDonough Capital Management
Florida
$853K +$61.2K +383 +7%
E
327
Ergoteles
New York
$844K +$116K +725 +14%
TRCT
328
Tower Research Capital (TRC)
New York
$833K +$262K +1,640 +41%
SSA
329
Schonfeld Strategic Advisors
New York
$827K +$898K +5,618 New
VWM
330
Venturi Wealth Management
Texas
$817K -$17.4K -109 -2%
PFA
331
Pathway Financial Advisers
Indiana
$813K +$883K +5,525 New
AWM
332
Adams Wealth Management
Utah
$811K +$101K +634 +13%
BAMF
333
BI Asset Management Fondsmaeglerselskab
Denmark
$805K +$527K +3,296 +151%
API
334
Advisor Partners II
California
$799K +$34.4K +215 +4%
SW
335
SteelPeak Wealth
California
$784K +$851K +5,325 New
BHCM
336
Boulder Hill Capital Management
New York
$780K +$847K +5,300 New
MFGM
337
Marshall Financial Group (Maryland)
Maryland
$777K +$844K +5,279 New
DIA
338
Dana Investment Advisors
Wisconsin
$755K -$1.92K -12 -0.2%
T
339
TOBAM
France
$746K -$805K -5,039 -50%
AAM
340
Abeille Asset Management
France
$733K -$247K -1,545 -13%
AWM
341
Apollon Wealth Management
South Carolina
$710K +$87.1K +545 +13%
KRSITF
342
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$706K – – –
CCIA
343
Campbell & Co Investment Adviser
Maryland
$705K -$238K -1,491 -24%
VAS
344
Vestmark Advisory Solutions
Massachusetts
$698K -$52.7K -330 -7%
Lazard Asset Management
345
Lazard Asset Management
New York
$678K -$6.07M -37,986 -89%
CCM
346
CTC Capital Management
Illinois
$677K +$735K +4,600 New
PI
347
PEAK6 Investments
Illinois
$658K -$573K -3,587 -45%
DWM
348
Dakota Wealth Management
Florida
$648K +$703K +4,399 New
SAM
349
Strategy Asset Managers
California
$645K -$164K -1,029 -19%
NW
350
Naviter Wealth
Arkansas
$640K +$130K +811 +24%
12 13
14
15 16

EXR Hedge Fund Activity: Q4 2022 in Review

589 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2022, worth a combined $18.9B — down 16% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of EXR and 75 opened new positions — a net loss of 28 holders — while 240 trimmed existing stakes and 182 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was Ameriprise, cutting an estimated $295M.

  • 589 institutional investors held Extra Space Storage (EXR) as of Q4 2022, down from 628 in Q3 2022.
  • Funds reported $18.9B of Extra Space Storage stock for Q4 2022, down 16% quarter-over-quarter.
  • 75 funds opened new Extra Space Storage positions in Q4 2022 and 103 closed out, a net change of -28 holders.
  • The largest Extra Space Storage buyer in Q4 2022 was Capital World Investors, an estimated $634M added.
  • The largest Extra Space Storage seller in Q4 2022 was Ameriprise, an estimated $295M sold.

Based on aggregated 13F filings for Q4 2022.