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Extra Space Storage

654 hedge funds and large institutions have $25.4B invested in Extra Space Storage in 2023 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 360 increasing their positions, 93 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 93

123% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 65

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

19% more capital invested

Capital invested by funds: $21.3B → $25.4B (+$4.13B)

13% more funds holding

Funds holding: 578654 (+76)

6.95% less ownership

Funds ownership: 105.97%99.02% (-7%)

54% less call options, than puts

Call options by funds: $30M | Put options by funds: $64.9M

Holders
654
Holders Change
+76
Holders Change %
+13.15%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
145
Increased
360
Reduced
93
Closed
65
Calls
$30M
Puts
$64.9M
Net Calls
-$34.9M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
451
Canandaigua National Bank & Trust
New York
$330K +$364K +2,715 New
CAG
452
Curtis Advisory Group
California
$326K +$148K +1,102 +70%
HGWM
453
Horst & Graben Wealth Management
Oregon
$326K +$134 +1 +0%
SWP
454
Stratos Wealth Partners
Ohio
$325K +$358K +2,670 New
SIC
455
Sterling Investment Counsel
New York
$321K +$355K +2,641 New
SCA
456
Snowden Capital Advisors
New York
$315K +$119K +884 +52%
GT
457
Greenleaf Trust
Michigan
$314K +$118K +882 +52%
B
458
Bailard
California
$312K +$101K +750 +41%
PP
459
Patron Partners
Texas
$307K +$3.09K +23 +0.9%
HGERS
460
Householder Group Estate & Retirement Specialist
Arizona
$299K +$330K +2,461 New
AIP
461
Ameritas Investment Partners
Nebraska
$296K +$106K +790 +48%
TI
462
Tidal Investments
Wisconsin
$294K +$35.3K +263 +12%
DCM
463
Delta Capital Management
New Jersey
$294K +$324K +2,415 New
GWM
464
Geneos Wealth Management
Colorado
$293K +$277K +2,063 +589%
BC
465
Burney Company
Virginia
$292K -$67.5K -503 -17%
CAS
466
CTC Alternative Strategies
Illinois
$292K +$104K +774 +48%
HWM
467
HB Wealth Management
Georgia
$287K +$317K +2,362 New
CA
468
Commerzbank Aktiengesellschaft
Germany
$287K
AIS
469
American Investment Services
Massachusetts
$287K +$128K +952 +68%
NGA
470
Naples Global Advisors
Florida
$286K +$316K +2,353 New
RMCM
471
Reynders McVeigh Capital Management
Massachusetts
$285K +$8.99K +67 +3%
CG
472
Caprock Group
Idaho
$285K +$315K +2,343 New
CSIC
473
Clifford Swan Investment Counsel
California
$283K +$312K +2,327 New
GT
474
Glenview Trust
Kentucky
$280K +$309K +2,300 New
LIM
475
Leavell Investment Management
Alabama
$274K +$303K +2,256 New

EXR Hedge Fund Activity: Q3 2023 in Review

654 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2023, worth a combined $25.4B — up 19% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new EXR positions and 65 closed out — a net gain of 80 holders — while 360 added to existing stakes and 93 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.62B. The largest seller was Deutsche Bank, cutting an estimated $83.9M.

  • 654 institutional investors held Extra Space Storage (EXR) as of Q3 2023, up from 578 in Q2 2023.
  • Funds reported $25.4B of Extra Space Storage stock for Q3 2023, up 19% quarter-over-quarter.
  • 145 funds opened new Extra Space Storage positions in Q3 2023 and 65 closed out, a net change of +80 holders.
  • The largest Extra Space Storage buyer in Q3 2023 was Vanguard Group, an estimated $1.62B added.
  • The largest Extra Space Storage seller in Q3 2023 was Deutsche Bank, an estimated $83.9M sold.

Based on aggregated 13F filings for Q3 2023.