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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
BMC
426
Beaton Management Company
Massachusetts
$260K
LCM
427
Logan Capital Management
Pennsylvania
$258K
SCA
428
Snowden Capital Advisors
New York
$254K +$65.6K +436 +34%
GT
429
Greenleaf Trust
Michigan
$253K -$48.7K -324 -16%
WT
430
Whittier Trust
California
$253K
CCG
431
Cypress Capital Group
Florida
$251K +$903 +6 +0.4%
AIP
432
Ameritas Investment Partners
Nebraska
$245K
CAS
433
CTC Alternative Strategies
Illinois
$242K +$244K +1,625 New
CI
434
Cigna Investments
Connecticut
$241K
AWA
435
Arkadios Wealth Advisors
Georgia
$241K -$70.9K -471 -23%
PCOC
436
Power Corp of Canada
Canada
$240K -$92.2K -613 -28%
AAIM
437
American Assets Investment Management
California
$240K
RG
438
Renaissance Group
Kentucky
$238K +$2.41K +16 +1%
SGA
439
Seaport Global Advisors
Massachusetts
$238K +$74.3K +494 +45%
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$238K
CFAM
441
Center For Asset Management
Florida
$236K +$239K +1,587 New
CAG
442
Curtis Advisory Group
California
$235K -$5.87K -39 -2%
4WM
443
44 Wealth Management
Oregon
$228K +$230K +1,532 New
BP
444
Ballentine Partners
Massachusetts
$228K +$230K +1,532 New
CGL
445
Clarius Group LLC
Washington
$221K -$47.8K -318 -18%
TWI
446
Thomas White International
Illinois
$221K
FTDI
447
First Trust Direct Indexing
Massachusetts
$219K -$56.6K -376 -20%
MAG
448
MRA Advisory Group
New Jersey
$217K +$220K +1,459 New
EP
449
Edgestream Partners
New Jersey
$217K +$219K +1,455 New
VEA
450
Virtus ETF Advisers
New York
$216K -$84.1K -559 -28%

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.