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Extra Space Storage

656 hedge funds and large institutions have $26.1B invested in Extra Space Storage in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 268 increasing their positions, 216 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 216

3% more funds holding

Funds holding: 640656 (+16)

0.61% less ownership

Funds ownership: 95.8%95.19% (-0.61%)

10% less capital invested

Capital invested by funds: $29B → $26.1B (-$2.83B)

38% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.3M

Holders
656
Holders Change
+16
Holders Change %
+2.5%
% of All Funds
10.35%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
89
Increased
268
Reduced
216
Closed
62
Calls
$28M
Puts
$45.3M
Net Calls
-$17.3M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
EPA
501
Element Pointe Advisors
Florida
$268K
CFS
502
CRA Financial Services
New Jersey
$267K +$19.9K +100 +8%
FTDI
503
First Trust Direct Indexing
Massachusetts
$265K +$257K +1,291 New
IAA
504
Independent Advisor Alliance
North Carolina
$264K
MG
505
Mather Group
Illinois
$259K -$183K -922 -42%
BPA
506
Beacon Pointe Advisors
California
$258K +$250K +1,256 New
CA
507
Cetera Advisors
Colorado
$253K -$25.3K -127 -9%
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$253K +$78.7K +396 +47%
SIMG
509
Sonora Investment Management Group
Arizona
$252K +$994 +5 +0.4%
CAN
510
Claraphi Advisory Network
United States
$251K -$1.79K -9 -0.7%
FRM
511
Fox Run Management
Connecticut
$251K +$243K +1,223 New
AWM
512
Apollon Wealth Management
South Carolina
$249K +$2.19K +11 +0.9%
IGGA
513
Iron Gate Global Advisors
Utah
$246K +$1.79K +9 +0.8%
CWM
514
C2C Wealth Management
Arizona
$245K +$994 +5 +0.5%
PCS
515
Personal CFO Solutions
New Jersey
$244K -$12.1K -61 -5%
ZCA
516
Zeke Capital Advisors
Pennsylvania
$244K +$235K +1,183 New
ACM
517
AlphaStar Capital Management
North Carolina
$241K -$19.5K -98 -8%
FNWM
518
Financial Network Wealth Management
Utah
$236K
CAG
519
Csenge Advisory Group
Florida
$235K +$227K +1,142 New
FMAEN1
520
Fund Management at Engine No 1
California
$233K +$225K +1,133 New
First Manhattan
521
First Manhattan
New York
$231K
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$228K +$7.95K +40 +4%
QTM
523
qPULA Trading Management
New York
$226K +$219K +1,100 New
CCP
524
Corient Capital Partners
California
$224K +$30.6K +154 +16%
SIM
525
Sentry Investment Management
Wisconsin
$218K -$35.6K -179 -14%

EXR Hedge Fund Activity: Q1 2022 in Review

656 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2022, worth a combined $26.1B — down 9.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EXR positions and 62 closed out — a net gain of 27 holders — while 268 added to existing stakes and 216 trimmed.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $331M.

  • 656 institutional investors held Extra Space Storage (EXR) as of Q1 2022, up from 640 in Q4 2021.
  • Funds reported $26.1B of Extra Space Storage stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 89 funds opened new Extra Space Storage positions in Q1 2022 and 62 closed out, a net change of +27 holders.
  • The largest Extra Space Storage buyer in Q1 2022 was Ceredex Value Advisors, an estimated $144M added.
  • The largest Extra Space Storage seller in Q1 2022 was Deutsche Bank, an estimated $331M sold.

Based on aggregated 13F filings for Q1 2022.