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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
GIA
426
Gateway Investment Advisers
Ohio
$271K -$7.35K -46 -2%
HI
427
Harbour Investments
Wisconsin
$269K -$5.27K -33 -2%
TI
428
Tidal Investments
Wisconsin
$267K +$29.4K +184 +11%
B
429
Bailard
California
$267K – – –
Assenagon Asset Management
430
Assenagon Asset Management
Luxembourg
$266K -$26.2K -164 -8%
CGL
431
Clarius Group LLC
Washington
$263K +$52.6K +329 +23%
BMC
432
Beaton Management Company
Massachusetts
$258K – – –
JAFL
433
Jay A. Fishman Ltd
Michigan
$258K – – –
LCM
434
Logan Capital Management
Pennsylvania
$255K – – –
WT
435
Whittier Trust
California
$251K +$109K +683 +67%
AIP
436
Ameritas Investment Partners
Nebraska
$249K – – –
CAGAS
437
Capital Advisory Group Advisory Services
Minnesota
$244K – – –
CI
438
Cigna Investments
Connecticut
$242K – – –
HI
439
Horizon Investments
North Carolina
$240K -$310K -1,939 -54%
WPC
440
Wedmont Private Capital
Pennsylvania
$238K +$264K +1,651 New
BSW
441
Buckingham Strategic Wealth
Missouri
$237K -$38.2K -239 -13%
AAIM
442
American Assets Investment Management
California
$237K – – –
RG
443
Renaissance Group
Kentucky
$237K – – –
CCG
444
Cypress Capital Group
Florida
$233K -$10.2K -64 -4%
CMBA
445
C.M. Bidwell & Associates
Hawaii
$231K -$4.79K -30 -2%
CAG
446
Curtis Advisory Group
California
$224K -$22.4K -140 -8%
DWA
447
Douglass Winthrop Advisors
New York
$221K – – –
PIM
448
Perpetual Investment Management
Australia
$221K – – –
DS
449
DRW Securities
Illinois
$220K -$25.7K -161 -10%
IWM
450
IHT Wealth Management
Illinois
$218K +$237K +1,484 New
16 17
18
19 20

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.