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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
BCV
401
Banque Cantonale Vaudoise
Switzerland
$342K -$943K -5,900 -72%
CIM
402
Contravisory Investment Management
Massachusetts
$338K +$367K +2,298 New
RMCM
403
Reynders McVeigh Capital Management
Massachusetts
$336K -$2.24K -14 -0.6%
FT
404
Fiduciary Trust
Massachusetts
$336K -$10.5K -66 -3%
MFG
405
Menard Financial Group
Texas
$332K +$58.5K +366 +19%
MC
406
Moors & Cabot
Massachusetts
$331K +$75.8K +474 +27%
WT
407
Washington Trust
Rhode Island
$327K – – –
WPP
408
Whalerock Point Partners
Rhode Island
$327K – – –
V
409
Veritable
Delaware
$326K +$7.03K +44 +2%
PRC
410
Pearl River Capital
Michigan
$318K -$141K -881 -29%
AWA
411
Arkadios Wealth Advisors
Georgia
$312K +$28K +175 +9%
SI
412
Stephens Inc
Arkansas
$312K -$3.2K -20 -0.9%
AF
413
Allworth Financial
California
$308K -$2.08K -13 -0.6%
DZ Bank
414
DZ Bank
Germany
$300K – – –
BCI
415
Brinker Capital Investments
Pennsylvania
$293K -$50.2K -314 -14%
ZIM
416
Zacks Investment Management
Illinois
$290K -$2.65M -16,560 -89%
AA
417
Auxano Advisors
Washington
$290K – – –
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$287K – – –
CCA
419
Checchi Capital Advisers
California
$280K -$28K -175 -8%
PMA
420
Prudent Man Advisors
Illinois
$279K +$36.6K +229 +14%
KeyBank National Association
421
KeyBank National Association
Ohio
$278K -$15.7K -98 -5%
CII
422
Capital International Inc
California
$278K +$302K +1,888 New
MFS
423
Mirabella Financial Services
United Kingdom
$277K +$301K +1,885 New
Dimensional Fund Advisors
424
Dimensional Fund Advisors
Texas
$276K +$3.6M +22,497 +1%
MCM
425
MAI Capital Management
Ohio
$276K +$299K +1,873 New
15 16
17
18 19

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.