We are live on ! Find out more
EXR icon

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
CI
476
Cigna Investments
Connecticut
$270K +$81.6K +608 +38%
FNWM
477
Financial Network Wealth Management
Utah
$267K -$16.1K -120 -5%
WCM
478
Windham Capital Management
Massachusetts
$264K +$292K +2,175 New
EF
479
Empowered Funds
Pennsylvania
$263K +$290K +2,164 New
RFC
480
Regions Financial Corp
Alabama
$263K +$290K +2,160 New
CCG
481
Cypress Capital Group
Florida
$261K +$61.9K +461 +27%
LFAS
482
Level Four Advisory Services
Texas
$259K +$286K +2,127 New
BSW
483
Buckingham Strategic Wealth
Missouri
$258K +$90.5K +674 +47%
CGL
484
Clarius Group LLC
Washington
$251K +$77.5K +577 +39%
TCOT
485
Trust Company of Toledo
Ohio
$250K +$277K +2,060 New
MNBTD
486
Moody National Bank Trust Division
Texas
$250K +$276K +2,056 New
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$249K +$275K +2,047 New
FRM
488
Fox Run Management
Connecticut
$248K +$274K +2,042 New
VSQM
489
V-Square Quantitative Management
Illinois
$243K +$230K +1,713 +601%
Credit Agricole
490
Credit Agricole
France
$242K +$267K +1,987 New
AA
491
Auxano Advisors
Washington
$238K -$1.34K -10 -0.5%
T
492
TOBAM
France
$235K -$77.3K -576 -23%
FB
493
Fulton Bank
Pennsylvania
$234K +$258K +1,925 New
WSTAM
494
Wilbanks Smith & Thomas Asset Management
Virginia
$227K +$251K +1,870 New
HPG
495
Harvest Portfolios Group
Ontario, Canada
$226K +$249K +1,855 New
SWM
496
Spire Wealth Management
Virginia
$224K +$52.8K +393 +27%
VFA
497
Valeo Financial Advisors
Indiana
$224K +$247K +1,841 New
JWCA
498
J.W. Cole Advisors
Florida
$221K -$114K -851 -32%
BCV
499
Banque Cantonale Vaudoise
Switzerland
$218K -$420K -3,129 -64%
FTDI
500
First Trust Direct Indexing
Massachusetts
$218K +$42.6K +317 +22%

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.