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Extra Space Storage
EXR

Overview Fund Activity

576 hedge funds and large institutions have $21.5B invested in Extra Space Storage in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 218 increasing their positions, 196 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
-11
Holders Change %
-1.87%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
69
Increased
218
Reduced
196
Closed
66
Calls
$24.5M
Puts
$13.1M
Net Calls
+$11.5M
Net Calls Change
+$13.5M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$346M
2
Deutsche Bank
2
Deutsche Bank
Germany
$181M
3
Capital World Investors
3
Capital World Investors
California
$2.25B
4
HRES
4
Heitman Real Estate Securities
Illinois
$101M
5
State Street
5
State Street
Massachusetts
$1.53B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$426M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$1.33M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$431M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$77.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
451
Hennion & Walsh Asset Management
New Jersey
$204K +$204K +1,251 New
AAM
452
Augustine Asset Management
Florida
$203K +$203K +1,248 New
BRWA
453
B. Riley Wealth Advisors
Florida
$203K +$203K +1,245 New
PAG
454
Private Advisor Group
New Jersey
$203K +$203K +1,245 New
EWA
455
EP Wealth Advisors
California
$203K -$118K -2,823 -37%
CS
456
Capital Square
Tennessee
$202K +$202K +1,240 New
BAM
457
Belpointe Asset Management
Nevada
$201K +$163K +1,002 +438%
MML Investors Services
458
MML Investors Services
Massachusetts
$200K -$213K -1,312 -52%
First Manhattan
459
First Manhattan
New York
$191K – – –
SGA
460
Seaport Global Advisors
Massachusetts
$181K – – –
TH
461
TCTC Holdings
Texas
$174K +$18.7K +115 +12%
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$164K +$38.3K +235 +31%
SIM
463
Sentry Investment Management
Wisconsin
$142K +$142K +869 New
CMBA
464
C.M. Bidwell & Associates
Hawaii
$141K -$114K -701 -45%
FCA
465
Fortis Capital Advisors
Kansas
$127K +$118K +724 +1,366%
BEI
466
Benjamin Edwards Inc
Missouri
$124K +$124K +760 New
AIM
467
Anchor Investment Management
South Carolina
$119K – – –
QCG
468
Quadrant Capital Group
Ohio
$116K +$22.5K +138 +24%
CCM
469
Chilton Capital Management
Texas
$114K +$114K +700 New
PA
470
Parallel Advisors
California
$113K +$4.57K +28 +4%
VNIM
471
Vaughan Nelson Investment Management
Texas
$102K – – –
PTC
472
Private Trust Company
Ohio
$99.7K +$11.4K +70 +13%
Lazard Asset Management
473
Lazard Asset Management
New York
$91K -$656K -4,049 -88%
CTC
474
Central Trust Company
Missouri
$89.6K – – –
IFAM
475
Institutional & Family Asset Management
Colorado
$89.4K +$23K +141 +35%
17 18
19
20 21