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Extra Space Storage
EXR

589 hedge funds and large institutions have $18.9B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 240 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 97.31% → 97.08% (-0.24%)

6% less funds holding

Funds holding: 628 → 589 (-39)

10% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $20.6M

16% less capital invested

Capital invested by funds: $22.5B → $18.9B (-$3.66B)

24% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 240

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
589
Holders Change
-39
Holders Change %
-6.21%
% 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
240
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
+$634M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$400M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
4
CVA
Ceredex Value Advisors
Florida
+$61M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$54.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$295M
2
Cohen & Steers
Cohen & Steers
New York
-$146M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$128M
4
Invesco
Invesco
Georgia
-$126M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$90.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWI
451
Thomas White International
Illinois
$218K +$13.3K +83 +6%
FMAEN1
452
Fund Management at Engine No 1
California
$217K +$29.7K +186 +14%
GT
453
Greenleaf Trust
Michigan
$215K -$47.5K -297 -17%
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$211K – – –
CG
455
Caprock Group
Idaho
$210K -$67.9K -425 -23%
SWM
456
Spire Wealth Management
Virginia
$210K +$31.3K +196 +16%
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$210K +$8.63K +54 +4%
AIS
458
American Investment Services
Massachusetts
$207K – – –
PAS
459
Park Avenue Securities
New York
$207K -$290K -1,812 -56%
MAM
460
McLean Asset Management
Virginia
$207K – – –
TCM
461
Triumph Capital Management
Colorado
$207K +$225K +1,405 New
FWTB
462
First Western Trust Bank
Colorado
$206K – – –
MIM
463
Marco Investment Management
Georgia
$205K – – –
MNBTD
464
Moody National Bank Trust Division
Texas
$203K +$13.1K +82 +6%
CA
465
CoreCap Advisors
Michigan
$193K +$18.1K +113 +9%
EI
466
Ellevest Inc
New York
$193K -$5.43K -34 -3%
Rockefeller Capital Management
467
Rockefeller Capital Management
New York
$190K +$4.79K +30 +2%
First Manhattan
468
First Manhattan
New York
$172K +$67.1K +420 +56%
PCOC
469
Power Corp of Canada
Canada
$164K – – –
SGA
470
Seaport Global Advisors
Massachusetts
$163K +$9.43K +59 +6%
TH
471
TCTC Holdings
Texas
$140K – – –
NA
472
NewEdge Advisors
Louisiana
$125K +$140K +876 +45%
CIA
473
Capital Impact Advisors
Massachusetts
$117K – – –
TWC
474
TD Waterhouse Canada
Ontario, Canada
$117K +$29.9K +187 +30%
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$113K -$144K -903 -54%
17 18
19
20 21

EXR Hedge Fund Activity: Q4 2022 in Review

589 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2022, worth a combined $18.9B — down 16% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of EXR and 75 opened new positions — a net loss of 28 holders — while 240 trimmed existing stakes and 182 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was Ameriprise, cutting an estimated $295M.

  • 589 institutional investors held Extra Space Storage (EXR) as of Q4 2022, down from 628 in Q3 2022.
  • Funds reported $18.9B of Extra Space Storage stock for Q4 2022, down 16% quarter-over-quarter.
  • 75 funds opened new Extra Space Storage positions in Q4 2022 and 103 closed out, a net change of -28 holders.
  • The largest Extra Space Storage buyer in Q4 2022 was Capital World Investors, an estimated $634M added.
  • The largest Extra Space Storage seller in Q4 2022 was Ameriprise, an estimated $295M sold.

Based on aggregated 13F filings for Q4 2022.