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Extra Space Storage

578 hedge funds and large institutions have $21.3B invested in Extra Space Storage in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 207 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $7.14M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

6.97% more ownership

Funds ownership: 99%105.97% (+7%)

6% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 207

2% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 64

0% more funds holding

Funds holding: 578578 (0)

1% less capital invested

Capital invested by funds: $21.5B → $21.3B (-$186M)

Holders
578
Holders Change
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
65
Increased
220
Reduced
207
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
Spire Wealth Management
Virginia
$216K +$15K +100 +7%
BSW
452
Buckingham Strategic Wealth
Missouri
$215K -$25K -166 -10%
MSFS
453
Main Street Financial Solutions
Pennsylvania
$213K +$215K +1,431 New
NRD
454
Nebula Research & Development
New York
$212K +$214K +1,421 New
VAS
455
Vestmark Advisory Solutions
Massachusetts
$211K -$579K -3,846 -73%
TCM
456
Triumph Capital Management
Colorado
$210K +$212K +1,408 New
AIS
457
American Investment Services
Massachusetts
$209K
FMLI
458
Fukoku Mutual Life Insurance
Japan
$208K +$210K +1,398 New
MIM
459
Marco Investment Management
Georgia
$207K
FWTB
460
First Western Trust Bank
Colorado
$206K -$1.5K -10 -0.7%
SACTSONJ
461
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$201K
Northwestern Mutual Wealth Management
462
Northwestern Mutual Wealth Management
Wisconsin
$190K -$15K -100 -7%
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$167K +$17.3K +115 +11%
DGAM
464
Desjardins Global Asset Management
Quebec, Canada
$157K +$76.9K +511 +94%
TH
465
TCTC Holdings
Texas
$142K -$17.3K -115 -11%
CMBA
466
C.M. Bidwell & Associates
Hawaii
$129K
SIM
467
Sentry Investment Management
Wisconsin
$129K
BEI
468
Benjamin Edwards Inc
Missouri
$113K -$451 -3 -0.4%
First Manhattan
469
First Manhattan
New York
$112K -$63.2K -420 -36%
CCM
470
Chilton Capital Management
Texas
$104K
PA
471
Parallel Advisors
California
$97.4K -$5.72K -38 -5%
VNIM
472
Vaughan Nelson Investment Management
Texas
$93K
QCG
473
Quadrant Capital Group
Ohio
$89.9K -$16.2K -108 -15%
Simplex Trading
474
Simplex Trading
Illinois
$87K +$88.6K +589 New
Lazard Asset Management
475
Lazard Asset Management
New York
$85K +$1.8K +12 +2%

EXR Hedge Fund Activity: Q2 2023 in Review

578 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2023, worth a combined $21.3B — down 0.87% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new EXR positions and 64 closed out — a net gain of 1 holder — while 220 added to existing stakes and 207 trimmed.

The largest buyer was Capital World Investors, adding an estimated $616M. The largest seller was OFI Invest Asset Management, cutting an estimated $260M.

  • 578 institutional investors held Extra Space Storage (EXR) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $21.3B of Extra Space Storage stock for Q2 2023, down 0.87% quarter-over-quarter.
  • 65 funds opened new Extra Space Storage positions in Q2 2023 and 64 closed out, a net change of +1 holder.
  • The largest Extra Space Storage buyer in Q2 2023 was Capital World Investors, an estimated $616M added.
  • The largest Extra Space Storage seller in Q2 2023 was OFI Invest Asset Management, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2023.