We are live on ! Find out more
EXR icon

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
QIM
426
Quantitative Investment Management
Virginia
$318K +$349K +1,846 New
HI
427
Harbour Investments
Wisconsin
$317K – – –
BRWA
428
B. Riley Wealth Advisors
Florida
$315K +$345K +1,823 New
B
429
Bailard
California
$313K – – –
Verition Fund Management
430
Verition Fund Management
Connecticut
$309K +$104K +549 +44%
MC
431
Moors & Cabot
Massachusetts
$306K +$335K +1,774 New
GT
432
Greenleaf Trust
Michigan
$304K +$34.2K +181 +11%
JAFL
433
Jay A. Fishman Ltd
Michigan
$302K – – –
BMC
434
Beaton Management Company
Massachusetts
$302K – – –
LCM
435
Logan Capital Management
Pennsylvania
$299K – – –
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$292K +$86.4K +457 +37%
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$289K +$62.4K +330 +25%
PMA
438
Prudent Man Advisors
Illinois
$288K +$315K +1,668 New
CAG
439
Curtis Advisory Group
California
$287K – – –
QI
440
Qtron Investments
Massachusetts
$287K – – –
CAGAS
441
Capital Advisory Group Advisory Services
Minnesota
$286K – – –
DS
442
DRW Securities
Illinois
$286K +$313K +1,656 New
IWA
443
IBEX Wealth Advisors
New Jersey
$286K +$313K +1,657 New
HIC
444
Holderness Investments Company
North Carolina
$285K -$18.9K -100 -6%
CI
445
Cigna Investments
Connecticut
$285K -$13.2K -70 -4%
AIP
446
Ameritas Investment Partners
Nebraska
$284K -$20.2K -107 -6%
CCG
447
Cypress Capital Group
Florida
$284K +$9.46K +50 +3%
BFS
448
Bradley Foster & Sargent
Connecticut
$281K -$13K -69 -4%
TI
449
Tidal Investments
Wisconsin
$281K -$6.24K -33 -2%
AAIM
450
American Assets Investment Management
California
$278K -$189K -999 -38%
16 17
18
19 20

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.