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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
MG
376
Mather Group
Illinois
$483K +$139K +867 +36%
SCM
377
Stevens Capital Management
Pennsylvania
$480K +$119K +743 +29%
WI
378
Wintrust Investments
Illinois
$467K – – –
AAS
379
Avantax Advisory Services
Texas
$464K +$246K +1,541 +96%
EGM
380
Engineers Gate Manager
New York
$463K +$503K +3,149 New
MM
381
MQS Management
New York
$460K +$499K +3,124 New
LIM
382
Loudon Investment Management
New Hampshire
$440K – – –
EC
383
Elequin Capital
New York
$421K +$457K +2,858 New
KI
384
Kula Investments
Illinois
$416K +$452K +2,828 New
JWCA
385
J.W. Coons Advisors
Ohio
$412K +$5.11K +32 +1%
Mercer Global Advisors
386
Mercer Global Advisors
Colorado
$407K -$588K -3,681 -57%
SNBOSCI
387
Security National Bank of Sioux City Iowa
Iowa
$397K – – –
HGWM
388
Horst & Graben Wealth Management
Oregon
$395K – – –
PA
389
Profund Advisors
Maryland
$382K -$11.5K -72 -3%
OC
390
Oppenheimer & Co
New York
$380K +$9.43K +59 +2%
TMAM
391
Tokio Marine Asset Management
Japan
$380K +$58K +363 +16%
BMSSC
392
B. Metzler seel. Sohn & Co
Germany
$379K -$209K -1,310 -34%
CCP
393
Carmel Capital Partners
California
$375K -$7.19K -45 -2%
MML Investors Services
394
MML Investors Services
Massachusetts
$374K -$418K -2,614 -51%
CCM
395
Chimera Capital Management
New York
$358K +$389K +2,434 New
CAM
396
Covenant Asset Management
New Jersey
$356K +$5.59K +35 +1%
FRM
397
Fox Run Management
Connecticut
$349K +$379K +2,370 New
QIM
398
Quantitative Investment Management
Virginia
$348K +$83.9K +525 +28%
PP
399
Patron Partners
Texas
$347K +$5.59K +35 +2%
CA
400
Commerzbank Aktiengesellschaft
Germany
$347K – – –
14 15
16
17 18

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.