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Extra Space Storage
EXR

Overview Fund Activity

576 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, 219 increasing their positions, 206 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
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
219
Reduced
206
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$610M
2
Capital International Investors
Capital International Investors
California
+$312M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$176M
4
Cohen & Steers
Cohen & Steers
New York
+$157M
5
Citadel Advisors
Citadel Advisors
Florida
+$149M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$257M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$105M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$92M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$56.4M
5
MHI
Miller Howard Investments
New York
-$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
376
Capital Square
Tennessee
$468K +$284K +1,907 +154%
TMAM
377
Tokio Marine Asset Management
Japan
$457K +$35.4K +238 +8%
VU
378
Vanderbilt University
Tennessee
$455K +$455K +3,059 New
VIM
379
Vinva Investment Management
Australia
$449K -$154K -1,043 -26%
LIM
380
Loudon Investment Management
New Hampshire
$445K – – –
GIA
381
Gateway Investment Advisers
Ohio
$439K +$164K +1,105 +60%
BC
382
Burney Company
Virginia
$432K -$114K -763 -21%
PRC
383
Pearl River Capital
Michigan
$417K +$417K +2,799 New
JWCA
384
J.W. Coons Advisors
Ohio
$413K – – –
HGWM
385
Horst & Graben Wealth Management
Oregon
$399K – – –
JWCA
386
J.W. Cole Advisors
Florida
$398K -$31.4K -211 -7%
CCP
387
Carmel Capital Partners
California
$390K -$3.28K -22 -0.8%
KOCAA
388
Knights of Columbus Asset Advisors
Connecticut
$390K -$2.42M -16,240 -86%
T
389
TOBAM
France
$374K -$145K -974 -28%
PP
390
Patron Partners
Texas
$372K +$8.63K +58 +2%
BF
391
BOK Financial
Oklahoma
$370K -$51.4K -345 -12%
MG
392
Mather Group
Illinois
$366K +$140K +938 +62%
CA
393
Commerzbank Aktiengesellschaft
Germany
$351K – – –
FT
394
Fiduciary Trust
Massachusetts
$341K +$23.5K +158 +7%
RMCM
395
Reynders McVeigh Capital Management
Massachusetts
$339K – – –
Mercer Global Advisors
396
Mercer Global Advisors
Colorado
$339K +$22.2K +149 +7%
FNWM
397
Financial Network Wealth Management
Utah
$332K +$332K +2,361 New
CCA
398
Checchi Capital Advisers
California
$332K +$60.6K +407 +22%
MFG
399
Merit Financial Group
Georgia
$329K +$329K +2,212 New
V
400
Veritable
Delaware
$327K +$19.5K +131 +6%
14 15
16
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