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Extra Space Storage
EXR

589 hedge funds and large institutions have $18.9B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 240 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 97.31% → 97.08% (-0.24%)

6% less funds holding

Funds holding: 628 → 589 (-39)

10% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $20.6M

16% less capital invested

Capital invested by funds: $22.5B → $18.9B (-$3.66B)

24% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 240

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
589
Holders Change
-39
Holders Change %
-6.21%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
75
Increased
182
Reduced
240
Closed
103
Calls
$18.6M
Puts
$20.6M
Net Calls
-$2.07M
Net Calls Change
+$7.08M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$634M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$400M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
4
CVA
Ceredex Value Advisors
Florida
+$61M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$54.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$295M
2
Cohen & Steers
Cohen & Steers
New York
-$146M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$128M
4
Invesco
Invesco
Georgia
-$126M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$90.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
476
Anchor Investment Management
South Carolina
$107K – – –
MSCM
477
McElhenny Sheffield Capital Management
Texas
$106K +$115K +722 New
PA
478
Parallel Advisors
California
$97.9K -$31K -194 -23%
VNIM
479
Vaughan Nelson Investment Management
Texas
$92K +$99.9K +625 New
CFGS
480
Concourse Financial Group Securities
Alabama
$90.5K -$19.8K -124 -17%
QCG
481
Quadrant Capital Group
Ohio
$84.5K -$41.9K -262 -31%
CTC
482
Central Trust Company
Missouri
$80.9K – – –
MC
483
Muzinich & Co
New York
$80.7K +$87.6K +548 New
PTC
484
Private Trust Company
Ohio
$80K -$1.76K -11 -2%
AA
485
Alta Advisers
United Kingdom
$74K – – –
S
486
SignatureFD
Georgia
$66.8K -$83K -519 -53%
BTI
487
Blue Trust Inc
Georgia
$66K +$24.5K +153 +66%
APP
488
Alpha Paradigm Partners
Illinois
$63K +$68.9K +431 New
IFAM
489
Institutional & Family Asset Management
Colorado
$60K -$15.8K -99 -20%
HNB
490
Huntington National Bank
Ohio
$51.8K -$26.1K -163 -32%
GWM
491
Geneos Wealth Management
Colorado
$51.5K – – –
BBHC
492
Brown Brothers Harriman & Co
New York
$48.3K -$18.4K -115 -26%
PI
493
PineBridge Investments
New York
$43K +$4.16K +26 +10%
SWM
494
Sugarloaf Wealth Management
Georgia
$41.1K +$5.27K +33 +13%
Bank Julius Baer & Co
495
Bank Julius Baer & Co
Switzerland
$39K +$639 +4 +2%
TPCW
496
TD Private Client Wealth
New York
$38K -$12.6K -79 -23%
SWA
497
Sutton Wealth Advisors
Florida
$37.1K +$1.12K +7 +3%
IA
498
IFP Advisors
Florida
$34K -$130K -814 -77%
ST
499
Smithfield Trust
Pennsylvania
$34K – – –
BAM
500
Belpointe Asset Management
Nevada
$33.8K +$36.6K +229 New
18 19
20
21 22

EXR Hedge Fund Activity: Q4 2022 in Review

589 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2022, worth a combined $18.9B — down 16% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of EXR and 75 opened new positions — a net loss of 28 holders — while 240 trimmed existing stakes and 182 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was Ameriprise, cutting an estimated $295M.

  • 589 institutional investors held Extra Space Storage (EXR) as of Q4 2022, down from 628 in Q3 2022.
  • Funds reported $18.9B of Extra Space Storage stock for Q4 2022, down 16% quarter-over-quarter.
  • 75 funds opened new Extra Space Storage positions in Q4 2022 and 103 closed out, a net change of -28 holders.
  • The largest Extra Space Storage buyer in Q4 2022 was Capital World Investors, an estimated $634M added.
  • The largest Extra Space Storage seller in Q4 2022 was Ameriprise, an estimated $295M sold.

Based on aggregated 13F filings for Q4 2022.