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Extra Space Storage

654 hedge funds and large institutions have $25.4B invested in Extra Space Storage in 2023 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 360 increasing their positions, 93 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 93

123% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 65

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

19% more capital invested

Capital invested by funds: $21.3B → $25.4B (+$4.13B)

13% more funds holding

Funds holding: 578654 (+76)

6.95% less ownership

Funds ownership: 105.97%99.02% (-7%)

54% less call options, than puts

Call options by funds: $30M | Put options by funds: $64.9M

Holders
654
Holders Change
+76
Holders Change %
+13.15%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
145
Increased
360
Reduced
93
Closed
65
Calls
$30M
Puts
$64.9M
Net Calls
-$34.9M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
351
Dana Investment Advisors
Wisconsin
$892K +$386K +2,872 +64%
BFPW
352
BOK Financial Private Wealth
Colorado
$891K +$984K +7,327 New
CS
353
Capital Square
Tennessee
$882K +$598K +4,453 +141%
AAM
354
Azzad Asset Management
Virginia
$881K +$37.9K +282 +4%
AWM
355
Adams Wealth Management
Utah
$861K +$83.9K +625 +10%
BCM
356
Bayesian Capital Management
New York
$858K +$13.2K +98 +1%
BCI
357
Brinker Capital Investments
Pennsylvania
$845K +$684K +5,096 +275%
OPS
358
Orion Portfolio Solutions
Nebraska
$845K +$684K +5,096 +275%
JWCA
359
J.W. Coons Advisors
Ohio
$842K +$558K +4,155 +150%
HWAM
360
Hennion & Walsh Asset Management
New Jersey
$837K +$924K +6,882 New
MCM
361
McDonough Capital Management
Florida
$832K -$4.3K -32 -0.5%
BBVA
362
Banco Bilbao Vizcaya Argentaria
Spain
$831K +$340K +2,533 +59%
FM
363
Foster & Motley
Ohio
$819K +$904K +6,735 New
AWM
364
AE Wealth Management
Kansas
$817K +$477K +3,552 +112%
NMIMC
365
Northwestern Mutual Investment Management Company
Wisconsin
$811K +$323K +2,409 +57%
Wolverine Trading
366
Wolverine Trading
Illinois
$803K -$192K -1,429 -18%
API
367
Advisor Partners II
California
$795K +$212K +1,576 +32%
BMSSC
368
B. Metzler seel. Sohn & Co
Germany
$795K +$213K +1,583 +32%
WPP
369
Whalerock Point Partners
Rhode Island
$777K +$403K +3,000 +88%
EH
370
Equitable Holdings
New York
$776K +$857K +6,383 New
PFO
371
Pathstone Family Office
New Jersey
$771K +$852K +6,344 New
AIC
372
Archer Investment Corporation
Indiana
$767K
EAM
373
Erste Asset Management
Austria
$749K +$833K +6,202 New
CW
374
Connectus Wealth
Ohio
$743K
DI
375
DFPG Investments
Utah
$734K +$6.31K +47 +0.8%

EXR Hedge Fund Activity: Q3 2023 in Review

654 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2023, worth a combined $25.4B — up 19% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new EXR positions and 65 closed out — a net gain of 80 holders — while 360 added to existing stakes and 93 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.62B. The largest seller was Deutsche Bank, cutting an estimated $83.9M.

  • 654 institutional investors held Extra Space Storage (EXR) as of Q3 2023, up from 578 in Q2 2023.
  • Funds reported $25.4B of Extra Space Storage stock for Q3 2023, up 19% quarter-over-quarter.
  • 145 funds opened new Extra Space Storage positions in Q3 2023 and 65 closed out, a net change of +80 holders.
  • The largest Extra Space Storage buyer in Q3 2023 was Vanguard Group, an estimated $1.62B added.
  • The largest Extra Space Storage seller in Q3 2023 was Deutsche Bank, an estimated $83.9M sold.

Based on aggregated 13F filings for Q3 2023.