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Extra Space Storage
EXR

628 hedge funds and large institutions have $22.5B invested in Extra Space Storage in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 244 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

1.69% more ownership

Funds ownership: 95.62% → 97.31% (+1.7%)

3% more capital invested

Capital invested by funds: $21.9B → $22.5B (+$650M)

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 637 → 628 (-9)

12% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 244

25% less call options, than puts

Call options by funds: $27M | Put options by funds: $36.1M

Holders
628
Holders Change
-9
Holders Change %
-1.41%
% of All Funds
10.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
67
Increased
215
Reduced
244
Closed
68
Calls
$27M
Puts
$36.1M
Net Calls
-$9.15M
Net Calls Change
-$8.91M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.45B
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$38.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$27.6M
4
Goldman Sachs
Goldman Sachs
New York
+$26M
5
BA
Bridgewater Associates
Connecticut
+$24.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$187M
2
ZP
Zimmer Partners
New York
-$173M
3
BlackRock
BlackRock
New York
-$84.2M
4
Ameriprise
Ameriprise
Minnesota
-$61.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SACTSONJ
476
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$233K – – –
EI
477
Ellevest Inc
New York
$232K -$123K -651 -33%
MAM
478
McLean Asset Management
Virginia
$232K – – –
RIA
479
Realta Investment Advisors
Delaware
$231K +$756 +4 +0.3%
FAFN
480
First Affirmative Financial Network
Colorado
$229K -$43.5K -230 -15%
NP
481
Ninepoint Partners
Ontario, Canada
$228K – – –
AA
482
AlphaCentric Advisors
Puerto Rico
$226K +$247K +1,308 New
Tudor Investment Corp
483
Tudor Investment Corp
Connecticut
$225K -$2.97M -15,723 -92%
EPA
484
Element Pointe Advisors
Florida
$225K – – –
MNBTD
485
Moody National Bank Trust Division
Texas
$224K – – –
FMAEN1
486
Fund Management at Engine No 1
California
$222K -$12.7K -67 -5%
AAM
487
Augustine Asset Management
Florida
$220K -$11.7K -62 -5%
Rockefeller Capital Management
488
Rockefeller Capital Management
New York
$219K -$13.6K -72 -5%
5L
489
55I LLC
Massachusetts
$218K +$238K +1,258 New
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$214K +$7.19K +38 +3%
SWM
491
Spire Wealth Management
Virginia
$213K -$1.32K -7 -0.6%
PCS
492
Personal CFO Solutions
New Jersey
$212K +$2.27K +12 +1%
HFM
493
Harvest Fund Management
China
$212K +$14K +74 +6%
SIMG
494
Sonora Investment Management Group
Arizona
$209K – – –
FTDI
495
First Trust Direct Indexing
Massachusetts
$209K +$229K +1,213 New
MC
496
Machina Capital
France
$207K -$43.1K -228 -16%
Baird Financial Group
497
Baird Financial Group
Wisconsin
$207K -$35.7K -189 -14%
CA
498
CoreCap Advisors
Michigan
$207K +$2.46K +13 +1%
ZCA
499
Zeke Capital Advisors
Pennsylvania
$205K – – –
NW
500
NewEdge Wealth
Pennsylvania
$203K +$222K +1,176 New
18 19
20
21 22

EXR Hedge Fund Activity: Q3 2022 in Review

628 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2022, worth a combined $22.5B — up 3% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of EXR and 67 opened new positions — a net loss of 1 holder — while 244 trimmed existing stakes and 215 added.

The largest buyer was Capital World Investors, adding an estimated $1.45B. The largest seller was Cohen & Steers, cutting an estimated $187M.

  • 628 institutional investors held Extra Space Storage (EXR) as of Q3 2022, down from 637 in Q2 2022.
  • Funds reported $22.5B of Extra Space Storage stock for Q3 2022, up 3% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q3 2022 and 68 closed out, a net change of -1 holder.
  • The largest Extra Space Storage buyer in Q3 2022 was Capital World Investors, an estimated $1.45B added.
  • The largest Extra Space Storage seller in Q3 2022 was Cohen & Steers, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2022.