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Extra Space Storage
EXR

Overview Fund Activity

576 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, 219 increasing their positions, 206 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
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
219
Reduced
206
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$610M
2
Capital International Investors
Capital International Investors
California
+$312M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$176M
4
Cohen & Steers
Cohen & Steers
New York
+$157M
5
Citadel Advisors
Citadel Advisors
Florida
+$149M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$257M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$105M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$92M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$56.4M
5
MHI
Miller Howard Investments
New York
-$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
326
INTECH Investment Management
Florida
$917K -$811K -5,447 -47%
VIA
327
Vident Investment Advisory
Georgia
$913K -$43.6K -293 -5%
CW
328
Connectus Wealth
Ohio
$910K – – –
CS
329
Candriam SCA
Luxembourg
$908K -$1.12M -7,544 -55%
CIG
330
Cascade Investment Group
Colorado
$903K – – –
WC
331
Winmill & Co
New York
$893K – – –
Federated Hermes
332
Federated Hermes
Pennsylvania
$881K -$12.4M -83,071 -93%
CCIA
333
Campbell & Co Investment Adviser
Maryland
$876K -$39.3K -264 -4%
HFAS
334
Hummer Financial Advisory Services
Illinois
$871K – – –
GT
335
Glenmede Trust
Pennsylvania
$870K – – –
PRWA
336
Platte River Wealth Advisors
Colorado
$867K -$15.6K -105 -2%
AWM
337
Apollon Wealth Management
South Carolina
$849K +$124K +834 +17%
PP
338
Prudential plc
United Kingdom
$845K -$9.97K -67 -1%
VPIM
339
Vanguard Personalized Indexing Management
California
$841K -$115K -775 -12%
OGC
340
One68 Global Capital
New York
$744K +$744K +5,000 New
MFGM
341
Marshall Financial Group (Maryland)
Maryland
$741K +$2.68K +18 +0.4%
API
342
Advisor Partners II
California
$739K -$68.8K -462 -9%
BMSSC
343
B. Metzler seel. Sohn & Co
Germany
$738K +$354K +2,380 +92%
BCV
344
Banque Cantonale Vaudoise
Switzerland
$733K +$387K +2,600 +112%
KRSITF
345
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$722K +$12.4K +83 +2%
AAS
346
Avantax Advisory Services
Texas
$693K +$68.3K +459 +11%
Adage Capital Partners
347
Adage Capital Partners
Massachusetts
$685K -$14.8M -99,500 -96%
IMRF
348
Illinois Municipal Retirement Fund
Illinois
$676K – – –
DIA
349
Dana Investment Advisors
Wisconsin
$664K -$21K -141 -3%
OAM
350
Oppenheimer Asset Management
New York
$657K +$148K +996 +29%
12 13
14
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