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Extra Space Storage

628 hedge funds and large institutions have $22.5B invested in Extra Space Storage in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 244 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

1.69% more ownership

Funds ownership: 95.62%97.31% (+1.7%)

3% more capital invested

Capital invested by funds: $21.9B → $22.5B (+$650M)

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 637628 (-9)

12% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 244

25% less call options, than puts

Call options by funds: $27M | Put options by funds: $36.1M

Holders
628
Holders Change
-9
Holders Change %
-1.41%
% of All Funds
10.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
67
Increased
215
Reduced
244
Closed
68
Calls
$27M
Puts
$36.1M
Net Calls
-$9.15M
Net Calls Change
-$8.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
351
Strategic Investment Advisors
Michigan
$676K +$35.9K +190 +5%
Connor, Clark & Lunn Investment Management (CC&L)
352
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$676K +$186K +983 +34%
EBT
353
Enterprise Bank & Trust
Massachusetts
$675K
BMSSC
354
B. Metzler seel. Sohn & Co
Germany
$671K -$151K -798 -17%
VEA
355
Virtus ETF Advisers
New York
$669K +$77.2K +408 +12%
VIA
356
Vident Investment Advisory
Georgia
$666K -$34.6K -183 -4%
Lido Advisors
357
Lido Advisors
California
$650K -$756 -4 -0.1%
JWCA
358
J.W. Cole Advisors
Florida
$627K -$5.29K -28 -0.8%
DC
359
Davenport & Co
Virginia
$618K -$18.9K -100 -3%
HI
360
Horizon Investments
North Carolina
$617K +$269K +1,421 +66%
JCIA
361
Jackson Creek Investment Advisors
Colorado
$609K -$49.9K -264 -7%
NW
362
Naviter Wealth
Arkansas
$587K +$328K +1,736 +105%
SVWAG
363
Sound View Wealth Advisors Group
Georgia
$575K +$355K +1,878 +130%
SG Americas Securities
364
SG Americas Securities
New York
$565K -$77.5K -410 -11%
PAS
365
Park Avenue Securities
New York
$556K -$65.8K -348 -10%
GDP
366
Great Diamond Partners
Maine
$554K +$63.7K +337 +12%
BBVA
367
Banco Bilbao Vizcaya Argentaria
Spain
$551K -$11.3K -60 -2%
WI
368
Wintrust Investments
Illinois
$548K
CPC
369
Cookson Peirce & Co
Pennsylvania
$534K +$62.2K +329 +12%
PRC
370
Pearl River Capital
Michigan
$526K +$299K +1,582 +108%
LIM
371
Loudon Investment Management
New Hampshire
$516K
MGP
372
Metis Global Partners
California
$501K +$74.7K +395 +16%
Man Group
373
Man Group
United Kingdom
$501K +$548K +2,898 New
JWCA
374
J.W. Coons Advisors
Ohio
$478K -$18.9K -100 -3%
AIMCA
375
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$468K -$1.32M -6,956 -72%

EXR Hedge Fund Activity: Q3 2022 in Review

628 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2022, worth a combined $22.5B — up 3% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of EXR and 67 opened new positions — a net loss of 1 holder — while 244 trimmed existing stakes and 215 added.

The largest buyer was Capital World Investors, adding an estimated $1.45B. The largest seller was Cohen & Steers, cutting an estimated $187M.

  • 628 institutional investors held Extra Space Storage (EXR) as of Q3 2022, down from 637 in Q2 2022.
  • Funds reported $22.5B of Extra Space Storage stock for Q3 2022, up 3% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q3 2022 and 68 closed out, a net change of -1 holder.
  • The largest Extra Space Storage buyer in Q3 2022 was Capital World Investors, an estimated $1.45B added.
  • The largest Extra Space Storage seller in Q3 2022 was Cohen & Steers, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2022.