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Extra Space Storage

578 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, 220 increasing their positions, 207 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $7.14M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

6.97% more ownership

Funds ownership: 99%105.97% (+7%)

6% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 207

2% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 64

0% more funds holding

Funds holding: 578578 (0)

1% less capital invested

Capital invested by funds: $21.5B → $21.3B (-$186M)

Holders
578
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
220
Reduced
207
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K
Name Holding Trade Value Shares
Change
Change in
Stake
DF
376
Donoghue Forlines
Massachusetts
$475K -$116K -774 -20%
AWM
377
AE Wealth Management
Kansas
$471K -$2.29M -15,250 -83%
CS
378
Capital Square
Tennessee
$468K +$287K +1,907 +154%
TMAM
379
Tokio Marine Asset Management
Japan
$457K +$35.8K +238 +8%
VU
380
Vanderbilt University
Tennessee
$455K +$460K +3,059 New
VIM
381
Vinva Investment Management
Australia
$449K -$157K -1,043 -26%
LIM
382
Loudon Investment Management
New Hampshire
$445K
GIA
383
Gateway Investment Advisers
Ohio
$439K +$166K +1,105 +60%
BC
384
Burney Company
Virginia
$432K -$115K -763 -21%
PRC
385
Pearl River Capital
Michigan
$417K +$421K +2,799 New
JWCA
386
J.W. Coons Advisors
Ohio
$413K
HGWM
387
Horst & Graben Wealth Management
Oregon
$399K
JWCA
388
J.W. Cole Advisors
Florida
$398K -$31.7K -211 -7%
CCP
389
Carmel Capital Partners
California
$390K -$3.31K -22 -0.8%
KOCAA
390
Knights of Columbus Asset Advisors
Connecticut
$390K -$2.44M -16,240 -86%
T
391
TOBAM
France
$374K -$147K -974 -28%
PP
392
Patron Partners
Texas
$372K +$8.73K +58 +2%
BF
393
BOK Financial
Oklahoma
$370K -$51.9K -345 -12%
MG
394
Mather Group
Illinois
$366K +$141K +938 +62%
CA
395
Commerzbank Aktiengesellschaft
Germany
$351K
FT
396
Fiduciary Trust
Massachusetts
$341K +$23.8K +158 +7%
RMCM
397
Reynders McVeigh Capital Management
Massachusetts
$339K
Mercer Global Advisors
398
Mercer Global Advisors
Colorado
$339K +$22.4K +149 +7%
FNWM
399
Financial Network Wealth Management
Utah
$332K +$355K +2,361 New
CCA
400
Checchi Capital Advisers
California
$332K +$61.2K +407 +22%

EXR Hedge Fund Activity: Q2 2023 in Review

578 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2023, worth a combined $21.3B — down 0.87% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new EXR positions and 64 closed out — a net gain of 1 holder — while 220 added to existing stakes and 207 trimmed.

The largest buyer was Capital World Investors, adding an estimated $616M. The largest seller was OFI Invest Asset Management, cutting an estimated $260M.

  • 578 institutional investors held Extra Space Storage (EXR) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $21.3B of Extra Space Storage stock for Q2 2023, down 0.87% quarter-over-quarter.
  • 65 funds opened new Extra Space Storage positions in Q2 2023 and 64 closed out, a net change of +1 holder.
  • The largest Extra Space Storage buyer in Q2 2023 was Capital World Investors, an estimated $616M added.
  • The largest Extra Space Storage seller in Q2 2023 was OFI Invest Asset Management, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2023.