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Extra Space Storage
EXR

628 hedge funds and large institutions have $22.5B invested in Extra Space Storage in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 244 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

1.69% more ownership

Funds ownership: 95.62% → 97.31% (+1.7%)

3% more capital invested

Capital invested by funds: $21.9B → $22.5B (+$650M)

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 637 → 628 (-9)

12% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 244

25% less call options, than puts

Call options by funds: $27M | Put options by funds: $36.1M

Holders
628
Holders Change
-9
Holders Change %
-1.41%
% of All Funds
10.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
67
Increased
215
Reduced
244
Closed
68
Calls
$27M
Puts
$36.1M
Net Calls
-$9.15M
Net Calls Change
-$8.91M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.45B
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$38.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$27.6M
4
Goldman Sachs
Goldman Sachs
New York
+$26M
5
BA
Bridgewater Associates
Connecticut
+$24.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$187M
2
ZP
Zimmer Partners
New York
-$173M
3
BlackRock
BlackRock
New York
-$84.2M
4
Ameriprise
Ameriprise
Minnesota
-$61.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
451
Renaissance Group
Kentucky
$278K -$8.13K -43 -3%
AAS
452
Avantax Advisory Services
Texas
$278K +$39.1K +207 +15%
CMBA
453
C.M. Bidwell & Associates
Hawaii
$276K +$128K +678 +74%
BIP
454
Blueprint Investment Partners
North Carolina
$272K +$297K +1,572 New
I
455
INVST
Indiana
$269K – – –
WFI
456
West Family Investments
California
$268K -$20.8K -110 -7%
CCP
457
Corient Capital Partners
California
$268K – – –
DTL
458
Dynamic Technology Lab
Singapore
$261K +$286K +1,513 New
CFS
459
CRA Financial Services
New Jersey
$259K – – –
DWA
460
Douglass Winthrop Advisors
New York
$259K – – –
PIM
461
Perpetual Investment Management
Australia
$259K – – –
LWM
462
Liberty Wealth Management
California
$253K +$4.16K +22 +2%
CGL
463
Clarius Group LLC
Washington
$252K +$378 +2 +0.1%
CMI
464
Clare Market Investments
Texas
$250K – – –
CM
465
Capula Management
Cayman Islands
$249K +$272K +1,440 New
FDCDDQ
466
Federation des caisses Desjardins du Quebec
Quebec, Canada
$247K – – –
AIS
467
American Investment Services
Massachusetts
$243K -$16.8K -89 -6%
TWI
468
Thomas White International
Illinois
$242K +$265K +1,400 New
QC
469
Quadrature Capital
United Kingdom
$241K -$2.07M -10,927 -89%
FWTB
470
First Western Trust Bank
Colorado
$241K -$189 -1 -0.1%
HWAM
471
Hennion & Walsh Asset Management
New Jersey
$240K – – –
MIM
472
Marco Investment Management
Georgia
$240K – – –
SFI
473
Siemens Fonds Invest
Germany
$240K – – –
BL
474
Balentine LLC
Georgia
$238K -$222K -1,174 -46%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$237K -$132K -696 -34%
17 18
19
20 21

EXR Hedge Fund Activity: Q3 2022 in Review

628 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2022, worth a combined $22.5B — up 3% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of EXR and 67 opened new positions — a net loss of 1 holder — while 244 trimmed existing stakes and 215 added.

The largest buyer was Capital World Investors, adding an estimated $1.45B. The largest seller was Cohen & Steers, cutting an estimated $187M.

  • 628 institutional investors held Extra Space Storage (EXR) as of Q3 2022, down from 637 in Q2 2022.
  • Funds reported $22.5B of Extra Space Storage stock for Q3 2022, up 3% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q3 2022 and 68 closed out, a net change of -1 holder.
  • The largest Extra Space Storage buyer in Q3 2022 was Capital World Investors, an estimated $1.45B added.
  • The largest Extra Space Storage seller in Q3 2022 was Cohen & Steers, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2022.