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Extra Space Storage

578 hedge funds and large institutions have $21.3B invested in Extra Space Storage in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 207 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $7.14M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

6.97% more ownership

Funds ownership: 99%105.97% (+7%)

6% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 207

2% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 64

0% more funds holding

Funds holding: 578578 (0)

1% less capital invested

Capital invested by funds: $21.5B → $21.3B (-$186M)

Holders
578
Holders Change
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
65
Increased
220
Reduced
207
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
326
United Capital Financial Advisors
Texas
$932K -$34.3K -228 -4%
DI
327
DFPG Investments
Utah
$918K -$53.4K -355 -5%
IIM
328
INTECH Investment Management
Florida
$917K -$820K -5,447 -47%
VIA
329
Vident Investment Advisory
Georgia
$913K -$44.1K -293 -5%
CW
330
Connectus Wealth
Ohio
$910K
CS
331
Candriam SCA
Luxembourg
$908K -$1.14M -7,544 -55%
CIG
332
Cascade Investment Group
Colorado
$903K
WC
333
Winmill & Co
New York
$893K
Federated Hermes
334
Federated Hermes
Pennsylvania
$881K -$12.5M -83,071 -93%
CCIA
335
Campbell & Co Investment Adviser
Maryland
$876K -$39.7K -264 -4%
HFAS
336
Hummer Financial Advisory Services
Illinois
$871K
GT
337
Glenmede Trust
Pennsylvania
$870K
PRWA
338
Platte River Wealth Advisors
Colorado
$867K -$15.8K -105 -2%
AWM
339
Apollon Wealth Management
South Carolina
$849K +$125K +834 +17%
PP
340
Prudential plc
United Kingdom
$845K -$10.1K -67 -1%
VPIM
341
Vanguard Personalized Indexing Management
California
$841K -$117K -775 -12%
OGC
342
One68 Global Capital
New York
$744K +$752K +5,000 New
MFGM
343
Marshall Financial Group (Maryland)
Maryland
$741K +$2.71K +18 +0.4%
API
344
Advisor Partners II
California
$739K -$69.5K -462 -9%
BMSSC
345
B. Metzler seel. Sohn & Co
Germany
$738K +$358K +2,380 +92%
BCV
346
Banque Cantonale Vaudoise
Switzerland
$733K +$391K +2,600 +112%
KRSITF
347
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$722K +$12.5K +83 +2%
AAS
348
Avantax Advisory Services
Texas
$693K +$69.1K +459 +11%
Adage Capital Partners
349
Adage Capital Partners
Massachusetts
$685K -$15M -99,500 -96%
IMRF
350
Illinois Municipal Retirement Fund
Illinois
$676K

EXR Hedge Fund Activity: Q2 2023 in Review

578 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2023, worth a combined $21.3B — down 0.87% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new EXR positions and 64 closed out — a net gain of 1 holder — while 220 added to existing stakes and 207 trimmed.

The largest buyer was Capital World Investors, adding an estimated $616M. The largest seller was OFI Invest Asset Management, cutting an estimated $260M.

  • 578 institutional investors held Extra Space Storage (EXR) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $21.3B of Extra Space Storage stock for Q2 2023, down 0.87% quarter-over-quarter.
  • 65 funds opened new Extra Space Storage positions in Q2 2023 and 64 closed out, a net change of +1 holder.
  • The largest Extra Space Storage buyer in Q2 2023 was Capital World Investors, an estimated $616M added.
  • The largest Extra Space Storage seller in Q2 2023 was OFI Invest Asset Management, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2023.