We are live on ! Find out more
EXR icon

Extra Space Storage

656 hedge funds and large institutions have $26.1B invested in Extra Space Storage in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 268 increasing their positions, 216 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 216

3% more funds holding

Funds holding: 640656 (+16)

0.61% less ownership

Funds ownership: 95.8%95.19% (-0.61%)

10% less capital invested

Capital invested by funds: $29B → $26.1B (-$2.83B)

38% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.3M

Holders
656
Holders Change
+16
Holders Change %
+2.5%
% of All Funds
10.35%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
89
Increased
268
Reduced
216
Closed
62
Calls
$28M
Puts
$45.3M
Net Calls
-$17.3M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
401
Everence Capital Management
Indiana
$555K -$358K -1,800 -40%
HGWM
402
Horst & Graben Wealth Management
Oregon
$551K
AAIM
403
American Assets Investment Management
California
$536K
EI
404
Ellevest Inc
New York
$530K +$129K +647 +34%
SI
405
Stephens Inc
Arkansas
$527K -$8.55K -43 -2%
Cetera Investment Advisers
406
Cetera Investment Advisers
Illinois
$519K +$38.2K +192 +8%
FC
407
FCA Corp
Texas
$514K
OC
408
Oppenheimer & Co
New York
$511K +$245K +1,234 +99%
GDP
409
Great Diamond Partners
Maine
$505K +$489K +2,459 New
LCM
410
Laurion Capital Management
New York
$492K +$476K +2,392 New
VAS
411
Vestmark Advisory Solutions
Massachusetts
$490K +$473K +2,381 New
CI
412
Cigna Investments
Connecticut
$481K -$137K -691 -23%
CPC
413
Cookson Peirce & Co
Pennsylvania
$480K +$92.7K +466 +25%
RG
414
Renaissance Group
Kentucky
$471K -$5.96K -30 -1%
RMCM
415
Reynders McVeigh Capital Management
Massachusetts
$469K
MFG
416
Menard Financial Group
Texas
$469K +$9.94K +50 +2%
DA
417
Duality Advisers
Florida
$465K +$450K +2,261 New
FT
418
Fiduciary Trust
Massachusetts
$460K +$445K +2,238 New
IA
419
IndexIQ Advisors
New York
$458K +$4.37K +22 +1%
WPP
420
Whalerock Point Partners
Rhode Island
$457K
WT
421
Washington Trust
Rhode Island
$457K
IC
422
IEQ Capital
California
$457K +$91.5K +460 +26%
WCA
423
Westover Capital Advisors
Delaware
$456K -$6.96K -35 -2%
PP
424
Patron Partners
Texas
$456K +$37.8K +190 +9%
GI
425
GAMCO Investors
Connecticut
$452K

EXR Hedge Fund Activity: Q1 2022 in Review

656 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2022, worth a combined $26.1B — down 9.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EXR positions and 62 closed out — a net gain of 27 holders — while 268 added to existing stakes and 216 trimmed.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $331M.

  • 656 institutional investors held Extra Space Storage (EXR) as of Q1 2022, up from 640 in Q4 2021.
  • Funds reported $26.1B of Extra Space Storage stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 89 funds opened new Extra Space Storage positions in Q1 2022 and 62 closed out, a net change of +27 holders.
  • The largest Extra Space Storage buyer in Q1 2022 was Ceredex Value Advisors, an estimated $144M added.
  • The largest Extra Space Storage seller in Q1 2022 was Deutsche Bank, an estimated $331M sold.

Based on aggregated 13F filings for Q1 2022.