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Extra Space Storage

637 hedge funds and large institutions have $21.9B invested in Extra Space Storage in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 230 increasing their positions, 231 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 95.19%95.62% (+0.44%)

0% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 231

1% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $19.5M

3% less funds holding

Funds holding: 656637 (-19)

10% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 86

16% less capital invested

Capital invested by funds: $26.1B → $21.9B (-$4.27B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
637
Holders Change
-19
Holders Change %
-2.9%
% of All Funds
10.73%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
77
Increased
230
Reduced
231
Closed
86
Calls
$19.2M
Puts
$19.5M
Net Calls
-$244K
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
376
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$543K -$3.95M -21,313 -87%
WI
377
Wintrust Investments
Illinois
$540K -$25.9K -140 -4%
PA
378
Profund Advisors
Maryland
$511K -$85.4K -461 -13%
LIM
379
Loudon Investment Management
New Hampshire
$509K
ETC
380
Exchange Traded Concepts
Oklahoma
$508K +$12.6K +68 +2%
Connor, Clark & Lunn Investment Management (CC&L)
381
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$499K -$2.27M -12,261 -81%
PP
382
Prudential plc
United Kingdom
$498K -$20.6K -111 -4%
JWCA
383
J.W. Coons Advisors
Ohio
$490K -$51.3K -277 -9%
GDP
384
Great Diamond Partners
Maine
$488K +$76.9K +415 +17%
Group One Trading
385
Group One Trading
Illinois
$484K +$527K +2,845 New
WP
386
WealthSource Partners
California
$477K
CPC
387
Cookson Peirce & Co
Pennsylvania
$470K +$79.1K +427 +18%
SNBOSCI
388
Security National Bank of Sioux City Iowa
Iowa
$459K -$22.2K -120 -4%
ECM
389
Everence Capital Management
Indiana
$459K
HGWM
390
Horst & Graben Wealth Management
Oregon
$456K
FRM
391
Fox Run Management
Connecticut
$455K +$268K +1,449 +118%
BAMF
392
BI Asset Management Fondsmaeglerselskab
Denmark
$454K +$187K +1,010 +61%
Cetera Investment Advisers
393
Cetera Investment Advisers
Illinois
$452K +$25.4K +137 +5%
CAN
394
Cetera Advisor Networks
California
$451K -$157K -847 -24%
AAIM
395
American Assets Investment Management
California
$444K
GCP
396
GSA Capital Partners
United Kingdom
$434K -$34.8K -188 -7%
BL
397
Balentine LLC
Georgia
$434K +$83K +448 +21%
MGP
398
Metis Global Partners
California
$426K +$71.9K +388 +18%
FC
399
FCA Corp
Texas
$425K
SI
400
Stephens Inc
Arkansas
$414K -$24.5K -132 -5%

EXR Hedge Fund Activity: Q2 2022 in Review

637 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2022, worth a combined $21.9B — down 16% from $26.1B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of EXR and 77 opened new positions — a net loss of 9 holders — while 231 trimmed existing stakes and 230 added.

The largest buyer was Zimmer Partners, adding an estimated $174M. The largest seller was Wellington Management Group, cutting an estimated $109M.

  • 637 institutional investors held Extra Space Storage (EXR) as of Q2 2022, down from 656 in Q1 2022.
  • Funds reported $21.9B of Extra Space Storage stock for Q2 2022, down 16% quarter-over-quarter.
  • 77 funds opened new Extra Space Storage positions in Q2 2022 and 86 closed out, a net change of -9 holders.
  • The largest Extra Space Storage buyer in Q2 2022 was Zimmer Partners, an estimated $174M added.
  • The largest Extra Space Storage seller in Q2 2022 was Wellington Management Group, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2022.