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Extra Space Storage
EXR

Overview Fund Activity

587 hedge funds and large institutions have $18.8B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 238 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-39
Holders Change %
-6.23%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
75
Increased
182
Reduced
238
Closed
103
Calls
$18.6M
Puts
$20.6M
Net Calls
-$2.07M
Net Calls Change
+$7.08M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$584M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$368M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$117M
4
CVA
Ceredex Value Advisors
Florida
+$56.2M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$50.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$272M
2
Cohen & Steers
Cohen & Steers
New York
-$134M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$118M
4
Invesco
Invesco
Georgia
-$116M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
351
Cetera Investment Advisers
Illinois
$629K +$235K +1,596 +60%
JAM
352
JLP Asset Management
New York
$618K -$8.4M -57,100 -93%
NMIMC
353
Northwestern Mutual Investment Management Company
Wisconsin
$618K -$114K -776 -16%
VPIM
354
Vanguard Personalized Indexing Management
California
$614K -$271K -1,842 -31%
EBT
355
Enterprise Bank & Trust
Massachusetts
$612K +$36.8K +250 +6%
LWM
356
LJI Wealth Management
Indiana
$603K +$603K +4,100 New
Brown Advisory
357
Brown Advisory
Maryland
$602K -$147 -1 -0%
BC
358
Burney Company
Virginia
$599K -$98.9K -672 -14%
SIA
359
Strategic Investment Advisors
Michigan
$598K +$22.1K +150 +4%
OAM
360
Oppenheimer Asset Management
New York
$598K -$278K -1,888 -32%
Truist Financial
361
Truist Financial
North Carolina
$579K -$845K -5,739 -59%
MGP
362
Metis Global Partners
California
$579K +$152K +1,030 +36%
National Bank of Canada
363
National Bank of Canada
Quebec, Canada
$576K -$1.36M -9,231 -70%
Lido Advisors
364
Lido Advisors
California
$559K +$5.15K +35 +0.9%
WAM
365
Wolverine Asset Management
Illinois
$542K +$542K +3,683 New
CPC
366
Cookson Peirce & Co
Pennsylvania
$534K +$78.8K +535 +17%
DF
367
Donoghue Forlines
Massachusetts
$534K +$534K +3,626 New
NA
368
Navellier & Associates
Nevada
$513K -$3.98M -27,036 -89%
AWS
369
Atria Wealth Solutions
New York
$500K -$291K -1,976 -37%
JWCA
370
J.W. Cole Advisors
Florida
$498K -$36.4K -247 -7%
BBVA
371
Banco Bilbao Vizcaya Argentaria
Spain
$492K +$22.2K +151 +5%
DC
372
Davenport & Co
Virginia
$489K -$38.3K -260 -7%
TC
373
TownSquare Capital
Utah
$488K +$144K +981 +42%
MG
374
Mather Group
Illinois
$483K +$128K +867 +36%
SCM
375
Stevens Capital Management
Pennsylvania
$480K +$109K +743 +29%
13 14
15
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