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Extra Space Storage

656 hedge funds and large institutions have $26.1B invested in Extra Space Storage in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 268 increasing their positions, 216 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 216

3% more funds holding

Funds holding: 640656 (+16)

0.61% less ownership

Funds ownership: 95.8%95.19% (-0.61%)

10% less capital invested

Capital invested by funds: $29B → $26.1B (-$2.83B)

38% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.3M

Holders
656
Holders Change
+16
Holders Change %
+2.5%
% of All Funds
10.35%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
89
Increased
268
Reduced
216
Closed
62
Calls
$28M
Puts
$45.3M
Net Calls
-$17.3M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
476
William Blair & Company
Illinois
$309K +$42.4K +213 +17%
AIS
477
American Investment Services
Massachusetts
$308K -$11.9K -60 -4%
PIM
478
Perpetual Investment Management
Australia
$308K
DWA
479
Douglass Winthrop Advisors
New York
$308K +$29.8K +150 +11%
CIM
480
Cambria Investment Management
California
$308K +$59.6K +300 +25%
I
481
INVST
Indiana
$299K +$596 +3 +0.2%
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$294K
FWTB
483
First Western Trust Bank
Colorado
$292K +$278K +1,398 New
WG
484
Winton Group
United Kingdom
$291K -$1.09M -5,483 -79%
MAM
485
McLean Asset Management
Virginia
$289K
PAG
486
Private Advisor Group
New Jersey
$289K +$14.7K +74 +6%
HWAM
487
Hennion & Walsh Asset Management
New Jersey
$289K +$77.5K +390 +38%
PFO
488
Pathstone Family Office
New Jersey
$288K -$13.5K -68 -5%
CAM
489
Concorde Asset Management
Michigan
$288K +$279K +1,402 New
MIM
490
Marco Investment Management
Georgia
$286K
CG
491
Caprock Group
Idaho
$286K +$277K +1,392 New
OTL
492
Oak Thistle LLC
New York
$283K +$274K +1,376 New
GWM
493
Gitterman Wealth Management
New Jersey
$280K +$271K +1,361 New
MWM
494
Minot Wealth Management
Massachusetts
$279K -$398 -2 -0.1%
SACTSONJ
495
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$278K
ECM
496
Element Capital Management
New York
$277K +$268K +1,347 New
SFI
497
Siemens Fonds Invest
Germany
$275K
RIA
498
Realta Investment Advisors
Delaware
$273K +$398 +2 +0.2%
SVWAG
499
Sound View Wealth Advisors Group
Georgia
$270K -$13.1K -66 -5%
CA
500
CoreCap Advisors
Michigan
$270K +$175K +879 +203%

EXR Hedge Fund Activity: Q1 2022 in Review

656 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2022, worth a combined $26.1B — down 9.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EXR positions and 62 closed out — a net gain of 27 holders — while 268 added to existing stakes and 216 trimmed.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $331M.

  • 656 institutional investors held Extra Space Storage (EXR) as of Q1 2022, up from 640 in Q4 2021.
  • Funds reported $26.1B of Extra Space Storage stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 89 funds opened new Extra Space Storage positions in Q1 2022 and 62 closed out, a net change of +27 holders.
  • The largest Extra Space Storage buyer in Q1 2022 was Ceredex Value Advisors, an estimated $144M added.
  • The largest Extra Space Storage seller in Q1 2022 was Deutsche Bank, an estimated $331M sold.

Based on aggregated 13F filings for Q1 2022.