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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
Morgan Stanley
26
Morgan Stanley
New York
$201M +$79.2M +589,989 +55%
Bank of America
27
Bank of America
North Carolina
$187M +$1.53M +11,396 +0.7%
Diamond Hill Capital Management
28
Diamond Hill Capital Management
Ohio
$174M +$192M +1,428,043 New
First Eagle Investment Management
29
First Eagle Investment Management
New York
$161M +$178M +1,323,167 +233,363%
N
30
Nuveen
North Carolina
$158M +$8.76M +65,284 +5%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$149M +$99.4M +740,413 +152%
PI
32
PGGM Investments
Netherlands
$147M +$51M +379,603 +46%
LPC
33
Long Pond Capital
New York
$133M +$147M +1,093,710 New
APG Asset Management
34
APG Asset Management
Netherlands
$125M -$7.83M -58,345 -5%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$121M +$73.9M +550,400 +123%
ACM
36
AEW Capital Management
Massachusetts
$109M +$73.4M +546,545 +157%
LIMS
37
Lasalle Investment Management Securities
Maryland
$98.9M +$109M +813,045 New
Prudential Financial
38
Prudential Financial
New Jersey
$98.2M +$77.3M +575,793 +248%
Pictet Asset Management
39
Pictet Asset Management
Switzerland
$95.7M +$106M +786,809 New
Citadel Advisors
40
Citadel Advisors
Florida
$95.4M -$29M -216,060 -22%
Capital Research Global Investors
41
Capital Research Global Investors
California
$88.4M +$27.4M +203,966 +39%
Swiss National Bank
42
Swiss National Bank
Switzerland
$82.6M +$25.8M +191,827 +39%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$81.3M +$37.1M +276,728 +71%
HRES
44
Heitman Real Estate Securities
Illinois
$77.8M +$3.68M +27,450 +4%
AllianceBernstein
45
AllianceBernstein
Tennessee
$70.9M +$17.6M +131,468 +29%
Ameriprise
46
Ameriprise
Minnesota
$66.3M +$33.7M +250,891 +73%
Marshall Wace
47
Marshall Wace
United Kingdom
$64.6M +$65.7M +489,539 +1,172%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$62.4M +$20.4M +151,908 +42%
CVA
49
Ceredex Value Advisors
Florida
$61.2M -$26.2M -195,277 -28%
SEI Investments
50
SEI Investments
Pennsylvania
$60.4M +$38.8M +288,722 +139%

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.