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Extra Space Storage
EXR

Overview Fund Activity

576 hedge funds and large institutions have $21.3B invested in Extra Space Storage in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 219 increasing their positions, 206 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
–
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
65
Increased
219
Reduced
206
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$610M
2
Capital International Investors
Capital International Investors
California
+$312M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$176M
4
Cohen & Steers
Cohen & Steers
New York
+$157M
5
Citadel Advisors
Citadel Advisors
Florida
+$149M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$257M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$105M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$92M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$56.4M
5
MHI
Miller Howard Investments
New York
-$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
351
LJI Wealth Management
Indiana
$655K +$44.7K +300 +7%
BBVA
352
Banco Bilbao Vizcaya Argentaria
Spain
$640K +$32.4K +218 +5%
NMIMC
353
Northwestern Mutual Investment Management Company
Wisconsin
$634K +$7.29K +49 +1%
Brown Advisory
354
Brown Advisory
Maryland
$623K +$4.32K +29 +0.7%
TC
355
TownSquare Capital
Utah
$620K +$79.6K +535 +15%
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$617K +$25.5K +171 +4%
BAMF
357
BI Asset Management Fondsmaeglerselskab
Denmark
$605K -$2.23K -15 -0.4%
VWM
358
Venturi Wealth Management
Texas
$604K -$155K -1,044 -20%
CPC
359
Cookson Peirce & Co
Pennsylvania
$594K -$18.3K -123 -3%
Lido Advisors
360
Lido Advisors
California
$586K -$7.74K -52 -1%
EBT
361
Enterprise Bank & Trust
Massachusetts
$582K -$37.2K -250 -6%
O
362
Ossiam
France
$560K -$50.8K -341 -8%
NA
363
Navellier & Associates
Nevada
$548K +$14.1K +95 +3%
SIA
364
Strategic Investment Advisors
Michigan
$547K +$23.2K +156 +4%
MML Investors Services
365
MML Investors Services
Massachusetts
$544K +$361K +2,424 +197%
Cetera Investment Advisers
366
Cetera Investment Advisers
Illinois
$532K -$77.7K -522 -13%
BWM
367
Buckley Wealth Management
Nevada
$506K +$506K +3,401 New
WPP
368
Whalerock Point Partners
Rhode Island
$505K +$174K +1,169 +53%
WT
369
Washington Trust
Rhode Island
$502K +$171K +1,150 +52%
HighTower Advisors
370
HighTower Advisors
Illinois
$501K -$21.9K -148 -4%
AIMCA
371
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$491K – – –
CAL
372
Capital Analysts LLC
Pennsylvania
$491K +$154K +1,036 +46%
DWM
373
Dakota Wealth Management
Florida
$481K -$1.19K -8 -0.2%
DF
374
Donoghue Forlines
Massachusetts
$475K -$115K -774 -20%
AWM
375
AE Wealth Management
Kansas
$471K -$2.27M -15,250 -83%
13 14
15
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