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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
GI
401
GAMCO Investors
Connecticut
$380K – – –
BAMF
402
BI Asset Management Fondsmaeglerselskab
Denmark
$376K -$92.9K -491 -18%
V
403
Veritable
Delaware
$375K -$221K -1,167 -35%
BCM
404
Brookstone Capital Management
Illinois
$370K +$420K +2,220 New
SI
405
Stephens Inc
Arkansas
$369K -$55.6K -294 -12%
HBT
406
Heartland Bank & Trust
Illinois
$368K -$7.56K -40 -2%
SC
407
Schiavi & Co
Delaware
$364K +$398K +2,107 New
AF
408
Allworth Financial
California
$363K +$54.3K +287 +16%
CCA
409
Checchi Capital Advisers
California
$359K +$10.6K +56 +3%
DZ Bank
410
DZ Bank
Germany
$352K – – –
ECM
411
Element Capital Management
New York
$349K – – –
IC
412
IEQ Capital
California
$346K +$84.9K +449 +29%
CIM
413
Cambria Investment Management
California
$345K +$132K +700 +54%
KeyBank National Association
414
KeyBank National Association
Ohio
$344K +$4.73K +25 +1%
AA
415
Auxano Advisors
Washington
$340K +$372K +1,968 New
NA
416
NewEdge Advisors
Louisiana
$340K +$372K +1,968 New
Assenagon Asset Management
417
Assenagon Asset Management
Luxembourg
$340K +$372K +1,969 New
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$337K +$3.03K +16 +0.8%
AWA
419
Arkadios Wealth Advisors
Georgia
$336K +$5.48K +29 +2%
MFG
420
Menard Financial Group
Texas
$326K -$38.4K -203 -10%
GIA
421
Gateway Investment Advisers
Ohio
$326K +$55.4K +293 +18%
PAG
422
Private Advisory Group
Washington
$326K +$357K +1,887 New
Marshall Wace
423
Marshall Wace
United Kingdom
$325K -$2.78M -14,684 -89%
BSW
424
Buckingham Strategic Wealth
Missouri
$320K – – –
CG
425
Caprock Group
Idaho
$320K +$18.7K +99 +6%
15 16
17
18 19

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.