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Extra Space Storage

637 hedge funds and large institutions have $21.9B invested in Extra Space Storage in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 230 increasing their positions, 231 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 95.19%95.62% (+0.44%)

0% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 231

1% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $19.5M

3% less funds holding

Funds holding: 656637 (-19)

10% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 86

16% less capital invested

Capital invested by funds: $26.1B → $21.9B (-$4.27B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
637
Holders Change
-19
Holders Change %
-2.9%
% of All Funds
10.73%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
77
Increased
230
Reduced
231
Closed
86
Calls
$19.2M
Puts
$19.5M
Net Calls
-$244K
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
451
Main Street Financial Solutions
Pennsylvania
$276K +$111K +598 +58%
William Blair & Company
452
William Blair & Company
Illinois
$275K +$21.7K +117 +8%
GIA
453
Gateway Investment Advisers
Ohio
$272K
PFO
454
Pathstone Family Office
New Jersey
$272K +$36.9K +199 +14%
KFA
455
Krane Funds Advisors
New York
$271K -$69.7K -376 -19%
CCG
456
Cypress Capital Group
Florida
$271K +$295K +1,594 New
GT
457
Greenleaf Trust
Michigan
$269K +$12.2K +66 +4%
CCP
458
Corient Capital Partners
California
$268K +$90.2K +487 +45%
IC
459
IEQ Capital
California
$265K -$124K -668 -30%
FAFN
460
First Affirmative Financial Network
Colorado
$265K -$23.7K -128 -8%
AG
461
Ascent Group
Virginia
$264K -$145K -782 -36%
DWA
462
Douglass Winthrop Advisors
New York
$255K
PIM
463
Perpetual Investment Management
Australia
$255K
CFS
464
CRA Financial Services
New Jersey
$255K +$37.1K +200 +15%
AIS
465
American Investment Services
Massachusetts
$254K
PRC
466
Pearl River Capital
Michigan
$249K +$271K +1,462 New
CGL
467
Clarius Group LLC
Washington
$248K +$13K +70 +5%
SVWAG
468
Sound View Wealth Advisors Group
Georgia
$247K +$24.8K +134 +10%
CMI
469
Clare Market Investments
Texas
$247K +$269K +1,450 New
LWM
470
Liberty Wealth Management
California
$245K -$18.2K -98 -6%
MAM
471
McLean Asset Management
Virginia
$245K
WJA
472
Willis Johnson & Associates
Texas
$245K +$267K +1,440 New
FDCDDQ
473
Federation des caisses Desjardins du Quebec
Quebec, Canada
$243K
MC
474
Machina Capital
France
$243K +$76.3K +412 +41%
FG
475
Fiduciary Group
Georgia
$242K

EXR Hedge Fund Activity: Q2 2022 in Review

637 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2022, worth a combined $21.9B — down 16% from $26.1B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of EXR and 77 opened new positions — a net loss of 9 holders — while 231 trimmed existing stakes and 230 added.

The largest buyer was Zimmer Partners, adding an estimated $174M. The largest seller was Wellington Management Group, cutting an estimated $109M.

  • 637 institutional investors held Extra Space Storage (EXR) as of Q2 2022, down from 656 in Q1 2022.
  • Funds reported $21.9B of Extra Space Storage stock for Q2 2022, down 16% quarter-over-quarter.
  • 77 funds opened new Extra Space Storage positions in Q2 2022 and 86 closed out, a net change of -9 holders.
  • The largest Extra Space Storage buyer in Q2 2022 was Zimmer Partners, an estimated $174M added.
  • The largest Extra Space Storage seller in Q2 2022 was Wellington Management Group, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2022.