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Extra Space Storage
EXR

589 hedge funds and large institutions have $18.9B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 240 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 97.31% → 97.08% (-0.24%)

6% less funds holding

Funds holding: 628 → 589 (-39)

10% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $20.6M

16% less capital invested

Capital invested by funds: $22.5B → $18.9B (-$3.66B)

24% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 240

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
589
Holders Change
-39
Holders Change %
-6.21%
% 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
240
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
+$634M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$400M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
4
CVA
Ceredex Value Advisors
Florida
+$61M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$54.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$295M
2
Cohen & Steers
Cohen & Steers
New York
-$146M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$128M
4
Invesco
Invesco
Georgia
-$126M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$90.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$637K -$98.6K -617 -12%
Verition Fund Management
352
Verition Fund Management
Connecticut
$632K +$401K +2,509 +140%
Cetera Investment Advisers
353
Cetera Investment Advisers
Illinois
$629K +$255K +1,596 +60%
JAM
354
JLP Asset Management
New York
$618K -$9.13M -57,100 -93%
NMIMC
355
Northwestern Mutual Investment Management Company
Wisconsin
$618K -$124K -776 -16%
VPIM
356
Vanguard Personalized Indexing Management
California
$614K -$294K -1,842 -31%
EBT
357
Enterprise Bank & Trust
Massachusetts
$612K +$40K +250 +6%
LWM
358
LJI Wealth Management
Indiana
$603K +$655K +4,100 New
Brown Advisory
359
Brown Advisory
Maryland
$602K -$160 -1 -0%
BC
360
Burney Company
Virginia
$599K -$107K -672 -14%
SIA
361
Strategic Investment Advisors
Michigan
$598K +$24K +150 +4%
OAM
362
Oppenheimer Asset Management
New York
$598K -$302K -1,888 -32%
Truist Financial
363
Truist Financial
North Carolina
$579K -$917K -5,739 -59%
MGP
364
Metis Global Partners
California
$579K +$165K +1,030 +36%
National Bank of Canada
365
National Bank of Canada
Quebec, Canada
$576K -$1.48M -9,231 -70%
Lido Advisors
366
Lido Advisors
California
$559K +$5.59K +35 +0.9%
WAM
367
Wolverine Asset Management
Illinois
$542K +$589K +3,683 New
CPC
368
Cookson Peirce & Co
Pennsylvania
$534K +$85.5K +535 +17%
DF
369
Donoghue Forlines
Massachusetts
$534K +$580K +3,626 New
NA
370
Navellier & Associates
Nevada
$513K -$4.32M -27,036 -89%
AWS
371
Atria Wealth Solutions
New York
$500K -$316K -1,976 -37%
JWCA
372
J.W. Cole Advisors
Florida
$498K -$39.5K -247 -7%
BBVA
373
Banco Bilbao Vizcaya Argentaria
Spain
$492K +$24.1K +151 +5%
DC
374
Davenport & Co
Virginia
$489K -$41.6K -260 -7%
TC
375
TownSquare Capital
Utah
$488K +$157K +981 +42%
13 14
15
16 17

EXR Hedge Fund Activity: Q4 2022 in Review

589 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2022, worth a combined $18.9B — down 16% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of EXR and 75 opened new positions — a net loss of 28 holders — while 240 trimmed existing stakes and 182 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was Ameriprise, cutting an estimated $295M.

  • 589 institutional investors held Extra Space Storage (EXR) as of Q4 2022, down from 628 in Q3 2022.
  • Funds reported $18.9B of Extra Space Storage stock for Q4 2022, down 16% quarter-over-quarter.
  • 75 funds opened new Extra Space Storage positions in Q4 2022 and 103 closed out, a net change of -28 holders.
  • The largest Extra Space Storage buyer in Q4 2022 was Capital World Investors, an estimated $634M added.
  • The largest Extra Space Storage seller in Q4 2022 was Ameriprise, an estimated $295M sold.

Based on aggregated 13F filings for Q4 2022.