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Extra Space Storage

656 hedge funds and large institutions have $26.1B invested in Extra Space Storage in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 268 increasing their positions, 216 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 216

3% more funds holding

Funds holding: 640656 (+16)

0.61% less ownership

Funds ownership: 95.8%95.19% (-0.61%)

10% less capital invested

Capital invested by funds: $29B → $26.1B (-$2.83B)

38% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.3M

Holders
656
Holders Change
+16
Holders Change %
+2.5%
% of All Funds
10.35%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
89
Increased
268
Reduced
216
Closed
62
Calls
$28M
Puts
$45.3M
Net Calls
-$17.3M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
B
451
Bailard
California
$373K -$11.9K -60 -3%
WFI
452
West Family Investments
California
$367K -$18.9K -95 -5%
AIP
453
Ameritas Investment Partners
Nebraska
$361K
BMC
454
Beaton Management Company
Massachusetts
$360K
HIC
455
Holderness Investments Company
North Carolina
$360K +$53.3K +268 +18%
JAFL
456
Jay A. Fishman Ltd
Michigan
$360K
TMAM
457
Tokio Marine Asset Management
Japan
$352K -$18.3K -92 -5%
NW
458
Naviter Wealth
Arkansas
$349K -$8.95K -45 -3%
BFS
459
Bradley Foster & Sargent
Connecticut
$349K
BSW
460
Buckingham Strategic Wealth
Missouri
$348K -$56.5K -284 -14%
FAFN
461
First Affirmative Financial Network
Colorado
$347K +$27.8K +140 +9%
DFCM
462
Dark Forest Capital Management
Puerto Rico
$345K +$333K +1,676 New
Baird Financial Group
463
Baird Financial Group
Wisconsin
$342K +$79.7K +401 +32%
EWM
464
Empirical Wealth Management
Washington
$341K -$9.54K -48 -3%
BAMF
465
BI Asset Management Fondsmaeglerselskab
Denmark
$341K +$329K +1,657 New
CAGAS
466
Capital Advisory Group Advisory Services
Minnesota
$340K -$29.8K -150 -8%
DWM
467
Dakota Wealth Management
Florida
$332K +$321K +1,614 New
Northwestern Mutual Wealth Management
468
Northwestern Mutual Wealth Management
Wisconsin
$330K +$31.2K +157 +11%
LS
469
Livforsakringsbolaget Skandia
Sweden
$329K
GIA
470
Gateway Investment Advisers
Ohio
$328K
AAM
471
Augustine Asset Management
Florida
$320K -$1.39K -7 -0.4%
LWM
472
Liberty Wealth Management
California
$317K +$5.96K +30 +2%
CCA
473
Checchi Capital Advisers
California
$316K +$5.57K +28 +2%
CGL
474
Clarius Group LLC
Washington
$315K
GT
475
Greenleaf Trust
Michigan
$311K -$9.54K -48 -3%

EXR Hedge Fund Activity: Q1 2022 in Review

656 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2022, worth a combined $26.1B — down 9.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EXR positions and 62 closed out — a net gain of 27 holders — while 268 added to existing stakes and 216 trimmed.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $331M.

  • 656 institutional investors held Extra Space Storage (EXR) as of Q1 2022, up from 640 in Q4 2021.
  • Funds reported $26.1B of Extra Space Storage stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 89 funds opened new Extra Space Storage positions in Q1 2022 and 62 closed out, a net change of +27 holders.
  • The largest Extra Space Storage buyer in Q1 2022 was Ceredex Value Advisors, an estimated $144M added.
  • The largest Extra Space Storage seller in Q1 2022 was Deutsche Bank, an estimated $331M sold.

Based on aggregated 13F filings for Q1 2022.