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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
MFG
401
Merit Financial Group
Georgia
$329K +$333K +2,212 New
V
402
Veritable
Delaware
$327K +$19.7K +131 +6%
TI
403
Tidal Investments
Wisconsin
$321K -$173K -1,151 -35%
AA
404
Auxano Advisors
Washington
$321K
WPC
405
Wedmont Private Capital
Pennsylvania
$319K -$11.6K -77 -4%
TF
406
Trek Financial
Arizona
$313K -$1.34M -8,931 -81%
PA
407
Profund Advisors
Maryland
$309K -$3.31K -22 -1%
DZ Bank
408
DZ Bank
Germany
$309K +$237K +1,573 +315%
MC
409
Machina Capital
France
$308K +$311K +2,067 New
JFG
410
Jefferies Financial Group
New York
$306K +$309K +2,054 New
SC
411
Shay Capital
New York
$298K +$301K +2,000 New
AF
412
Allworth Financial
California
$283K -$15.5K -103 -5%
KI
413
Kapitalo Investimentos
Brazil
$278K +$281K +1,869 New
BCI
414
Brinker Capital Investments
Pennsylvania
$276K -$13.2K -88 -5%
OPS
415
Orion Portfolio Solutions
Nebraska
$276K -$13.2K -88 -5%
MC
416
Moors & Cabot
Massachusetts
$276K -$17.9K -119 -6%
MCM
417
MAI Capital Management
Ohio
$274K -$6.77K -45 -2%
KeyBank National Association
418
KeyBank National Association
Ohio
$274K -$13.8K -92 -5%
HI
419
Horizon Investments
North Carolina
$271K +$22.7K +151 +9%
B
420
Bailard
California
$270K -$602 -4 -0.2%
TSS
421
Two Sigma Securities
New York
$264K +$267K +1,775 New
TFA
422
Teamwork Financial Advisors
Texas
$264K -$4.66K -31 -2%
FMAEN1
423
Fund Management at Engine No 1
California
$262K +$20.2K +134 +8%
CAM
424
Covenant Asset Management
New Jersey
$261K -$12.6K -84 -5%
JAFL
425
Jay A. Fishman Ltd
Michigan
$260K

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.