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Extra Space Storage
EXR

628 hedge funds and large institutions have $22.5B invested in Extra Space Storage in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 244 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

1.69% more ownership

Funds ownership: 95.62% → 97.31% (+1.7%)

3% more capital invested

Capital invested by funds: $21.9B → $22.5B (+$650M)

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 637 → 628 (-9)

12% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 244

25% less call options, than puts

Call options by funds: $27M | Put options by funds: $36.1M

Holders
628
Holders Change
-9
Holders Change %
-1.41%
% of All Funds
10.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
67
Increased
215
Reduced
244
Closed
68
Calls
$27M
Puts
$36.1M
Net Calls
-$9.15M
Net Calls Change
-$8.91M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.45B
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$38.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$27.6M
4
Goldman Sachs
Goldman Sachs
New York
+$26M
5
BA
Bridgewater Associates
Connecticut
+$24.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$187M
2
ZP
Zimmer Partners
New York
-$173M
3
BlackRock
BlackRock
New York
-$84.2M
4
Ameriprise
Ameriprise
Minnesota
-$61.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
376
Everence Capital Management
Indiana
$466K – – –
SNBOSCI
377
Security National Bank of Sioux City Iowa
Iowa
$466K – – –
HGWM
378
Horst & Graben Wealth Management
Oregon
$463K – – –
Cetera Investment Advisers
379
Cetera Investment Advisers
Illinois
$462K +$3.21K +17 +0.6%
PA
380
Profund Advisors
Maryland
$461K -$63.9K -338 -11%
Susquehanna International Group
381
Susquehanna International Group
Pennsylvania
$459K -$3.52M -18,602 -88%
VU
382
Vanderbilt University
Tennessee
$459K +$502K +2,657 New
CCP
383
Carmel Capital Partners
California
$448K +$48.8K +258 +11%
OC
384
Oppenheimer & Co
New York
$436K +$28.7K +152 +6%
SCM
385
Stevens Capital Management
Pennsylvania
$435K +$477K +2,521 New
MSFS
386
Main Street Financial Solutions
Pennsylvania
$420K +$152K +804 +49%
MG
387
Mather Group
Illinois
$416K +$456K +2,412 New
CAM
388
Covenant Asset Management
New Jersey
$411K +$21.4K +113 +5%
SCF
389
Sante Capital Fund
Texas
$409K +$448K +2,370 New
CA
390
Commerzbank Aktiengesellschaft
Germany
$407K +$446K +2,356 New
FT
391
Fiduciary Trust
Massachusetts
$405K +$40.7K +215 +10%
TC
392
TownSquare Capital
Utah
$403K +$78.3K +414 +22%
PP
393
Patron Partners
Texas
$402K +$21.9K +116 +5%
BCI
394
Brinker Capital Investments
Pennsylvania
$398K +$7.94K +42 +2%
RMCM
395
Reynders McVeigh Capital Management
Massachusetts
$396K +$2.65K +14 +0.6%
BAAM
396
Baker Avenue Asset Management
California
$394K +$431K +2,280 New
FIM
397
Freedom Investment Management
Connecticut
$385K +$422K +2,229 New
WT
398
Washington Trust
Rhode Island
$384K – – –
WPP
399
Whalerock Point Partners
Rhode Island
$384K – – –
TMAM
400
Tokio Marine Asset Management
Japan
$383K +$4.54K +24 +1%
14 15
16
17 18

EXR Hedge Fund Activity: Q3 2022 in Review

628 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2022, worth a combined $22.5B — up 3% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of EXR and 67 opened new positions — a net loss of 1 holder — while 244 trimmed existing stakes and 215 added.

The largest buyer was Capital World Investors, adding an estimated $1.45B. The largest seller was Cohen & Steers, cutting an estimated $187M.

  • 628 institutional investors held Extra Space Storage (EXR) as of Q3 2022, down from 637 in Q2 2022.
  • Funds reported $22.5B of Extra Space Storage stock for Q3 2022, up 3% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q3 2022 and 68 closed out, a net change of -1 holder.
  • The largest Extra Space Storage buyer in Q3 2022 was Capital World Investors, an estimated $1.45B added.
  • The largest Extra Space Storage seller in Q3 2022 was Cohen & Steers, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2022.