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Extra Space Storage
EXR

Overview Fund Activity

580 hedge funds and large institutions have $21.3B invested in Extra Space Storage in 2021 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 222 increasing their positions, 180 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+61
Holders Change %
+11.75%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
96
Increased
222
Reduced
180
Closed
30
Calls
$17.4M
Puts
$23.6M
Net Calls
-$6.25M
Net Calls Change
-$2.58M

Top Buyers

1
Millennium Management
Millennium Management
New York
$116M
2
Ameriprise
Ameriprise
Minnesota
$423M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.65B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$472M
5
Morgan Stanley
Morgan Stanley
New York
$147M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$992M
2
Invesco
Invesco
Georgia
$185M
3
PI
PGGM Investments
Netherlands
$133M
4
Capital International Investors
Capital International Investors
California
$0
5
Daiwa Securities Group
Daiwa Securities Group
Japan
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
501
Central Trust Company
Missouri
$92K – – –
LC
502
Lindbrook Capital
California
$65K – – –
S
503
SignatureFD
Georgia
$59K +$12K +71 +25%
TPCW
504
TD Private Client Wealth
New York
$58.3K +$2.69K +16 +5%
GWM
505
Geneos Wealth Management
Colorado
$54K – – –
CI
506
CX Institutional
Indiana
$48K +$4.75K +28 +11%
BCA
507
Berman Capital Advisors
Georgia
$48K +$20.3K +123 +73%
NFSG
508
Newbridge Financial Services Group
Florida
$46K +$22.6K +135 +96%
FAM
509
Fred Alger Management
New York
$46K +$46K +271 New
SWA
510
Sutton Wealth Advisors
Florida
$37.3K – – –
ST
511
Smithfield Trust
Pennsylvania
$37K – – –
GAM
512
Gemmer Asset Management
California
$35K – – –
RFA
513
Reilly Financial Advisors
California
$35K +$166 +1 +0.5%
HPC
514
HM Payson & Co
Maine
$34K +$2.83K +17 +9%
Koshinski Asset Management
515
Koshinski Asset Management
Illinois
$33.6K +$33.6K +200 New
Loomis, Sayles & Company
516
Loomis, Sayles & Company
Massachusetts
$33K +$10.7K +64 +48%
PCG
517
Private Capital Group
Connecticut
$29K -$1.36K -8 -4%
SPIA
518
Steward Partners Investment Advisory
New York
$27K +$994 +6 +4%
EBA
519
Eagle Bay Advisors
New York
$26K +$5.17K +32 +25%
APA
520
American Portfolios Advisors
New York
$25K -$11.8K -70 -32%
CAL
521
Capital Analysts LLC
Pennsylvania
$25K -$42K -245 -63%
HNB
522
Huntington National Bank
Ohio
$25K -$12.2K -73 -33%
SIC
523
Salem Investment Counselors
North Carolina
$25K – – –
MA
524
MUFG Americas
New York
$23K +$23K +135 New
GWSG
525
GPS Wealth Strategies Group
Colorado
$22K +$5.33K +32 +32%
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