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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
TCM
426
Triumph Capital Management
Colorado
$407K +$260K +1,940 +138%
NA
427
Navellier & Associates
Nevada
$404K -$47.9K -357 -10%
AIMCA
428
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$401K
Parallax Volatility Advisers
429
Parallax Volatility Advisers
California
$399K +$440K +3,279 New
Mercer Global Advisors
430
Mercer Global Advisors
Colorado
$397K +$133K +991 +44%
FG
431
Fiduciary Group
Georgia
$395K +$436K +3,246 New
PA
432
Profund Advisors
Maryland
$380K +$141K +1,048 +51%
CCA
433
Checchi Capital Advisers
California
$377K +$117K +869 +39%
WC
434
Wexford Capital
Florida
$368K +$406K +3,023 New
FMAEN1
435
Fund Management at Engine No 1
California
$367K +$170K +1,263 +72%
GS
436
GTS Securities
New York
$364K +$402K +2,991 New
Assenagon Asset Management
437
Assenagon Asset Management
Luxembourg
$361K +$399K +2,972 New
NA
438
NewEdge Advisors
Louisiana
$357K -$859K -6,400 -69%
CA
439
CoreCap Advisors
Michigan
$357K +$394K +2,936 New
HI
440
Horizon Investments
North Carolina
$350K +$141K +1,049 +57%
IPW
441
Impact Partnership Wealth
Georgia
$350K +$386K +2,877 New
HVIA
442
Hudson Valley Investment Advisors
New York
$348K +$384K +2,864 New
GT
443
Glenmede Trust
Pennsylvania
$347K -$334K -2,487 -47%
FMC
444
First Merchants Corp
Indiana
$343K +$378K +2,818 New
AWS
445
Atria Wealth Solutions
New York
$341K +$377K +2,807 New
NW
446
NewEdge Wealth
Pennsylvania
$341K +$377K +2,805 New
VAS
447
Vestmark Advisory Solutions
Massachusetts
$341K +$186K +1,382 +97%
SCP
448
Sandhill Capital Partners
New York
$340K +$376K +2,800 New
VEA
449
Virtus ETF Advisers
New York
$337K +$177K +1,319 +91%
RJT
450
Raymond James Trust
Florida
$337K +$372K +2,769 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.