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Extra Space Storage

654 hedge funds and large institutions have $25.4B invested in Extra Space Storage in 2023 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 360 increasing their positions, 93 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 93

123% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 65

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

19% more capital invested

Capital invested by funds: $21.3B → $25.4B (+$4.13B)

13% more funds holding

Funds holding: 578654 (+76)

6.95% less ownership

Funds ownership: 105.97%99.02% (-7%)

54% less call options, than puts

Call options by funds: $30M | Put options by funds: $64.9M

Holders
654
Holders Change
+76
Holders Change %
+13.15%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
145
Increased
360
Reduced
93
Closed
65
Calls
$30M
Puts
$64.9M
Net Calls
-$34.9M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
326
Wealth Enhancement Advisory Services
Minnesota
$1.11M +$1.23M +9,139 New
CS
327
Candriam SCA
Luxembourg
$1.1M +$392K +2,919 +48%
TFCM
328
Taylor Frigon Capital Management
Arizona
$1.08M +$25.6K +191 +2%
VA
329
Vident Advisory
Georgia
$1.08M +$1.2M +8,909 New
CM
330
Capital Management
Virginia
$1.08M
PI
331
PEAK6 Investments
Illinois
$1.07M +$1.18M +8,800 New
SVWAG
332
Sound View Wealth Advisors Group
Georgia
$1.07M +$225K +1,675 +24%
Schroder Investment Management Group
333
Schroder Investment Management Group
United Kingdom
$1.04M +$222K +1,653 +24%
USCWA
334
U.S. Capital Wealth Advisors
Texas
$1.04M +$97.2K +724 +9%
PIM
335
Penobscot Investment Management
Massachusetts
$1.03M -$280K -2,088 -20%
WAM
336
Wolverine Asset Management
Illinois
$1.03M +$1.13M +8,454 New
Bessemer Group
337
Bessemer Group
New Jersey
$1.02M +$242K +1,805 +27%
HIC
338
Hartline Investment Corp
Illinois
$990K +$1.09M +8,144 New
UCFA
339
United Capital Financial Advisors
Texas
$981K +$243K +1,808 +29%
EWA
340
EP Wealth Advisors
California
$981K -$6.26M -46,663 -85%
PS
341
Pensionfund Sabic
Netherlands
$979K +$1.08M +8,055 New
Envestnet Portfolio Solutions
342
Envestnet Portfolio Solutions
Illinois
$976K +$1.08M +8,027 New
AAS
343
Avantax Advisory Services
Texas
$963K +$438K +3,263 +70%
GCM
344
Gallacher Capital Management
Colorado
$962K +$20.7K +154 +2%
IG
345
ING Group
Netherlands
$951K +$1.05M +7,824 New
NW
346
Naviter Wealth
Arkansas
$949K +$177K +1,322 +20%
WS
347
Wedbush Securities
California
$947K -$53K -395 -5%
AWM
348
Apollon Wealth Management
South Carolina
$933K +$264K +1,967 +34%
KRSITF
349
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$930K +$376K +2,801 +58%
VI
350
Vestcor Inc
New Brunswick, Canada
$893K -$655K -4,877 -40%

EXR Hedge Fund Activity: Q3 2023 in Review

654 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2023, worth a combined $25.4B — up 19% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new EXR positions and 65 closed out — a net gain of 80 holders — while 360 added to existing stakes and 93 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.62B. The largest seller was Deutsche Bank, cutting an estimated $83.9M.

  • 654 institutional investors held Extra Space Storage (EXR) as of Q3 2023, up from 578 in Q2 2023.
  • Funds reported $25.4B of Extra Space Storage stock for Q3 2023, up 19% quarter-over-quarter.
  • 145 funds opened new Extra Space Storage positions in Q3 2023 and 65 closed out, a net change of +80 holders.
  • The largest Extra Space Storage buyer in Q3 2023 was Vanguard Group, an estimated $1.62B added.
  • The largest Extra Space Storage seller in Q3 2023 was Deutsche Bank, an estimated $83.9M sold.

Based on aggregated 13F filings for Q3 2023.