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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
First Eagle Investment Management
476
First Eagle Investment Management
New York
$84.4K +$29.8K +198 +54%
CTC
477
Central Trust Company
Missouri
$81.9K
MC
478
Muzinich & Co
New York
$81.6K
CFGS
479
Concourse Financial Group Securities
Alabama
$81.6K +$752 +5 +0.9%
PTC
480
Private Trust Company
Ohio
$80.4K -$10.8K -72 -12%
AA
481
Alta Advisers
United Kingdom
$74.4K
RGREA
482
Ranger Global Real Estate Advisors
Colorado
$74.4K +$75.2K +500 New
HNB
483
Huntington National Bank
Ohio
$73.2K +$35.8K +238 +94%
MCM
484
Manchester Capital Management
Vermont
$72.8K +$73.6K +489 New
Bank Julius Baer & Co
485
Bank Julius Baer & Co
Switzerland
$61K +$21.4K +142 +53%
SPIA
486
Steward Partners Investment Advisory
New York
$56K +$45.1K +300 +395%
BBHC
487
Brown Brothers Harriman & Co
New York
$53K +$52.7K +350 +5,833%
GWM
488
Geneos Wealth Management
Colorado
$52.1K
WIM
489
Westside Investment Management
California
$51.4K
FDCDDQ
490
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.2K
S
491
SignatureFD
Georgia
$46.9K -$26.8K -178 -36%
C
492
Covestor
United Kingdom
$43K +$5.42K +36 +14%
VSQM
493
V-Square Quantitative Management
Illinois
$42.4K +$42.9K +285 New
AIM
494
Anchor Investment Management
South Carolina
$41.7K -$67.7K -450 -62%
BTI
495
Blue Trust Inc
Georgia
$39K -$14K -93 -28%
NICM
496
Neo Ivy Capital Management
New York
$38K +$37.9K +252 New
SWA
497
Sutton Wealth Advisors
Florida
$34.4K -$2.56K -17 -7%
ST
498
Smithfield Trust
Pennsylvania
$34K
WTC
499
WhitTier Trust Company
Nevada
$33.3K +$33.7K +224 New
IA
500
IFP Advisors
Florida
$33.2K +$17.6K +117 +110%

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.