EXR icon

Extra Space Storage
EXR

Overview Fund Activity

576 hedge funds and large institutions have $21.5B invested in Extra Space Storage in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 218 increasing their positions, 196 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
-11
Holders Change %
-1.87%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
69
Increased
218
Reduced
196
Closed
66
Calls
$24.5M
Puts
$13.1M
Net Calls
+$11.5M
Net Calls Change
+$13.5M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$346M
2
Deutsche Bank
2
Deutsche Bank
Germany
$181M
3
Capital World Investors
3
Capital World Investors
California
$2.25B
4
HRES
4
Heitman Real Estate Securities
Illinois
$101M
5
State Street
5
State Street
Massachusetts
$1.53B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$426M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$1.33M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$431M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$77.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
426
Rockefeller Capital Management
New York
$247K +$35.5K +218 +17%
CG
427
Caprock Group
Idaho
$246K +$13.4K +82 +6%
DWA
428
Douglass Winthrop Advisors
New York
$244K – – –
PFO
429
Pathstone Family Office
New Jersey
$242K -$2.12M -13,035 -90%
TWI
430
Thomas White International
Illinois
$242K – – –
BSW
431
Buckingham Strategic Wealth
Missouri
$237K – – –
SI
432
Stephens Inc
Arkansas
$235K -$110K -674 -32%
EI
433
Ellevest Inc
New York
$233K +$19.1K +117 +9%
IC
434
IEQ Capital
California
$229K +$229K +1,405 New
FWTB
435
First Western Trust Bank
Colorado
$228K – – –
MIM
436
Marco Investment Management
Georgia
$226K – – –
MNBTD
437
Moody National Bank Trust Division
Texas
$225K – – –
Northwestern Mutual Wealth Management
438
Northwestern Mutual Wealth Management
Wisconsin
$224K -$8.31K -51 -4%
SWM
439
Spire Wealth Management
Virginia
$220K -$12.5K -77 -5%
SACTSONJ
440
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$220K +$220K +1,350 New
Assenagon Asset Management
441
Assenagon Asset Management
Luxembourg
$218K -$75.8K -465 -26%
BFS
442
Bradley Foster & Sargent
Connecticut
$216K +$216K +1,325 New
Baird Financial Group
443
Baird Financial Group
Wisconsin
$214K +$214K +1,311 New
FHC
444
First Heartland Consultants
Missouri
$214K +$214K +1,311 New
EPA
445
Element Pointe Advisors
Florida
$212K +$212K +1,303 New
Jacobs Levy Equity Management
446
Jacobs Levy Equity Management
New Jersey
$208K -$4.95M -30,365 -96%
SCA
447
Snowden Capital Advisors
New York
$207K +$207K +1,271 New
AIS
448
American Investment Services
Massachusetts
$207K – – –
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$207K +$207K +1,269 New
SIMG
450
Sonora Investment Management Group
Arizona
$205K +$205K +1,256 New
16 17
18
19 20