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Extra Space Storage

656 hedge funds and large institutions have $26.1B invested in Extra Space Storage in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 268 increasing their positions, 216 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 216

3% more funds holding

Funds holding: 640656 (+16)

0.61% less ownership

Funds ownership: 95.8%95.19% (-0.61%)

10% less capital invested

Capital invested by funds: $29B → $26.1B (-$2.83B)

38% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.3M

Holders
656
Holders Change
+16
Holders Change %
+2.5%
% of All Funds
10.35%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
89
Increased
268
Reduced
216
Closed
62
Calls
$28M
Puts
$45.3M
Net Calls
-$17.3M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Wolverine Asset Management
Illinois
$1.12M +$1.09M +5,465 New
SAM
352
Strategy Asset Managers
California
$1.1M +$288K +1,446 +37%
NMIMC
353
Northwestern Mutual Investment Management Company
Wisconsin
$1.09M -$139K -699 -12%
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$1.06M +$33K +166 +3%
AP
355
Advisor Partners
California
$1.06M +$58.5K +294 +6%
AWM
356
Adams Wealth Management
Utah
$1.06M -$48.7K -245 -5%
KJHP
357
K.J. Harrison & Partners
Ontario, Canada
$1.03M +$599K +3,012 +151%
FWIA
358
Fort Washington Investment Advisors
Ohio
$1.01M +$39.8K +200 +4%
MWM
359
Merriman Wealth Management
Washington
$1.01M
CIBC World Market
360
CIBC World Market
Ontario, Canada
$964K -$4.89M -24,582 -84%
SW
361
SteelPeak Wealth
California
$958K -$153K -772 -14%
CA
362
Capitolis Advisors
New York
$947K -$6.54M -32,876 -88%
TA
363
TKG Advisors
Indiana
$932K -$759K -3,815 -46%
PP
364
Palladium Partners
Virginia
$909K -$5.77K -29 -0.7%
VPIM
365
Vanguard Personalized Indexing Management
California
$905K +$233K +1,173 +36%
MML Investors Services
366
MML Investors Services
Massachusetts
$884K -$3.18K -16 -0.4%
Brown Advisory
367
Brown Advisory
Maryland
$844K +$164K +826 +25%
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$813K +$85.3K +429 +12%
EBT
369
Enterprise Bank & Trust
Massachusetts
$804K -$777K -3,910 -50%
BC
370
Bridgefront Capital
Texas
$802K +$776K +3,903 New
Janney Montgomery Scott
371
Janney Montgomery Scott
Pennsylvania
$784K +$9.74K +49 +1%
Lido Advisors
372
Lido Advisors
California
$772K +$199 +1 +0%
DC
373
Davenport & Co
Virginia
$751K -$55.7K -280 -7%
JCIA
374
Jackson Creek Investment Advisors
Colorado
$745K -$29.2K -147 -4%
SIA
375
Strategic Investment Advisors
Michigan
$738K +$714K +3,590 New

EXR Hedge Fund Activity: Q1 2022 in Review

656 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2022, worth a combined $26.1B — down 9.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EXR positions and 62 closed out — a net gain of 27 holders — while 268 added to existing stakes and 216 trimmed.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $331M.

  • 656 institutional investors held Extra Space Storage (EXR) as of Q1 2022, up from 640 in Q4 2021.
  • Funds reported $26.1B of Extra Space Storage stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 89 funds opened new Extra Space Storage positions in Q1 2022 and 62 closed out, a net change of +27 holders.
  • The largest Extra Space Storage buyer in Q1 2022 was Ceredex Value Advisors, an estimated $144M added.
  • The largest Extra Space Storage seller in Q1 2022 was Deutsche Bank, an estimated $331M sold.

Based on aggregated 13F filings for Q1 2022.