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Extra Space Storage
EXR

Overview Fund Activity

587 hedge funds and large institutions have $18.8B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 238 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-39
Holders Change %
-6.23%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
75
Increased
182
Reduced
238
Closed
103
Calls
$18.6M
Puts
$20.6M
Net Calls
-$2.07M
Net Calls Change
+$7.08M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$584M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$368M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$117M
4
CVA
Ceredex Value Advisors
Florida
+$56.2M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$50.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$272M
2
Cohen & Steers
Cohen & Steers
New York
-$134M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$118M
4
Invesco
Invesco
Georgia
-$116M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
451
Greenleaf Trust
Michigan
$215K -$43.6K -297 -17%
FDCDDQ
452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$211K – – –
CG
453
Caprock Group
Idaho
$210K -$62.6K -425 -23%
SWM
454
Spire Wealth Management
Virginia
$210K +$28.8K +196 +16%
Northwestern Mutual Wealth Management
455
Northwestern Mutual Wealth Management
Wisconsin
$210K +$7.95K +54 +4%
AIS
456
American Investment Services
Massachusetts
$207K – – –
PAS
457
Park Avenue Securities
New York
$207K -$267K -1,812 -56%
MAM
458
McLean Asset Management
Virginia
$207K – – –
TCM
459
Triumph Capital Management
Colorado
$207K +$207K +1,405 New
FWTB
460
First Western Trust Bank
Colorado
$206K – – –
MIM
461
Marco Investment Management
Georgia
$205K – – –
MNBTD
462
Moody National Bank Trust Division
Texas
$203K +$12.1K +82 +6%
CA
463
CoreCap Advisors
Michigan
$193K +$16.6K +113 +9%
EI
464
Ellevest Inc
New York
$193K -$5K -34 -3%
Rockefeller Capital Management
465
Rockefeller Capital Management
New York
$190K +$4.39K +30 +2%
First Manhattan
466
First Manhattan
New York
$172K +$61.8K +420 +56%
PCOC
467
Power Corp of Canada
Canada
$164K – – –
SGA
468
Seaport Global Advisors
Massachusetts
$163K +$8.68K +59 +6%
TH
469
TCTC Holdings
Texas
$140K – – –
NA
470
NewEdge Advisors
Louisiana
$125K +$38.4K +876 +45%
CIA
471
Capital Impact Advisors
Massachusetts
$117K – – –
TWC
472
TD Waterhouse Canada
Ontario, Canada
$117K +$27K +187 +30%
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$113K -$133K -903 -54%
AIM
474
Anchor Investment Management
South Carolina
$107K – – –
MSCM
475
McElhenny Sheffield Capital Management
Texas
$106K +$106K +722 New
17 18
19
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