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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
Citadel Advisors
26
Citadel Advisors
Florida
$149M +$150M +998,967 +55,406%
APG Asset Management
27
APG Asset Management
Netherlands
$148M +$10.5M +69,724 +7%
Goldman Sachs
28
Goldman Sachs
New York
$146M +$16M +106,217 +12%
Deutsche Bank
29
Deutsche Bank
Germany
$146M -$19.9M -132,094 -12%
Invesco
30
Invesco
Georgia
$136M +$15.5M +103,054 +13%
Millennium Management
31
Millennium Management
New York
$134M +$107M +712,993 +384%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$126M -$6.3M -41,866 -5%
PI
33
PGGM Investments
Netherlands
$123M +$49.1M +326,582 +65%
CVA
34
Ceredex Value Advisors
Florida
$104M +$12.2M +80,776 +13%
HRES
35
Heitman Real Estate Securities
Illinois
$91.1M -$1.22M -8,129 -1%
Capital Research Global Investors
36
Capital Research Global Investors
California
$77.9M +$1.05K +7 +0%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$74M -$2.7M -17,913 -3%
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$73.1M +$37M +246,023 +100%
Swiss National Bank
39
Swiss National Bank
Switzerland
$72.6M -$6.6M -43,900 -8%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$72.3M -$8.56M -56,895 -10%
JP Morgan Chase
41
JP Morgan Chase
New York
$71.2M -$16.6M -110,391 -19%
Macquarie Group
42
Macquarie Group
Australia
$69.1M -$1.62M -10,786 -2%
AllianceBernstein
43
AllianceBernstein
Tennessee
$67.3M +$23.5M +156,411 +53%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$66.5M -$1.84M -12,200 -3%
WCP
45
Waterfront Capital Partners
New York
$65.3M +$890K +5,918 +1%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$61.1M -$923K -6,137 -1%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$58.3M +$16.7M +110,811 +39%
DPIM
48
Duff & Phelps Investment Management
Illinois
$57.1M -$14.2M -94,210 -20%
ACM
49
Adelante Capital Management
California
$54.4M -$8.83M -58,691 -14%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$53.8M -$516K -3,429 -0.9%

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.