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Extra Space Storage

654 hedge funds and large institutions have $25.4B invested in Extra Space Storage in 2023 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 360 increasing their positions, 93 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 93

123% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 65

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

19% more capital invested

Capital invested by funds: $21.3B → $25.4B (+$4.13B)

13% more funds holding

Funds holding: 578654 (+76)

6.95% less ownership

Funds ownership: 105.97%99.02% (-7%)

54% less call options, than puts

Call options by funds: $30M | Put options by funds: $64.9M

Holders
654
Holders Change
+76
Holders Change %
+13.15%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
145
Increased
360
Reduced
93
Closed
65
Calls
$30M
Puts
$64.9M
Net Calls
-$34.9M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
401
Brown Advisory
Maryland
$500K -$9.4K -70 -2%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$494K +$395K +2,945 +263%
FCBT
403
First Citizens Bank & Trust
North Carolina
$491K -$3.76M -27,998 -87%
DS
404
DRW Securities
Illinois
$490K +$541K +4,029 New
MCC
405
Money Concepts Capital
Florida
$487K +$536K +3,995 New
SIA
406
Strategic Investment Advisors
Michigan
$482K +$38K +283 +8%
EBT
407
Enterprise Bank & Trust
Massachusetts
$475K
BWM
408
Buckley Wealth Management
Nevada
$473K +$65.4K +487 +14%
B
409
Bridgeworth
Alabama
$471K +$521K +3,878 New
MG
410
Mather Group
Illinois
$468K +$186K +1,387 +56%
Lido Advisors
411
Lido Advisors
California
$462K -$18.8K -140 -4%
CAMG
412
CWA Asset Management Group
Florida
$455K +$502K +3,741 New
PAS
413
Park Avenue Securities
New York
$453K +$500K +3,726 New
Lazard Asset Management
414
Lazard Asset Management
New York
$449K +$420K +3,127 +545%
CCP
415
Carmel Capital Partners
California
$447K +$141K +1,053 +40%
VU
416
Vanderbilt University
Tennessee
$445K +$80.3K +598 +20%
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$439K +$485K +3,610 New
H
418
HoyleCohen
California
$431K +$476K +3,547 New
EOJOAM
419
E. Ohman J:or Asset Management
Sweden
$426K +$470K +3,500 New
IC
420
IEQ Capital
California
$424K +$469K +3,490 New
CAL
421
Capital Analysts LLC
Pennsylvania
$424K +$25.4K +189 +6%
BAMF
422
BI Asset Management Fondsmaeglerselskab
Denmark
$423K -$77.9K -580 -14%
Baird Financial Group
423
Baird Financial Group
Wisconsin
$421K +$465K +3,465 New
LIM
424
Loudon Investment Management
New Hampshire
$418K +$60.4K +450 +15%
EWM
425
Empirical Wealth Management
Washington
$408K +$450K +3,355 New

EXR Hedge Fund Activity: Q3 2023 in Review

654 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2023, worth a combined $25.4B — up 19% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new EXR positions and 65 closed out — a net gain of 80 holders — while 360 added to existing stakes and 93 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.62B. The largest seller was Deutsche Bank, cutting an estimated $83.9M.

  • 654 institutional investors held Extra Space Storage (EXR) as of Q3 2023, up from 578 in Q2 2023.
  • Funds reported $25.4B of Extra Space Storage stock for Q3 2023, up 19% quarter-over-quarter.
  • 145 funds opened new Extra Space Storage positions in Q3 2023 and 65 closed out, a net change of +80 holders.
  • The largest Extra Space Storage buyer in Q3 2023 was Vanguard Group, an estimated $1.62B added.
  • The largest Extra Space Storage seller in Q3 2023 was Deutsche Bank, an estimated $83.9M sold.

Based on aggregated 13F filings for Q3 2023.