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Extra Space Storage
EXR

628 hedge funds and large institutions have $22.5B invested in Extra Space Storage in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 244 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

1.69% more ownership

Funds ownership: 95.62% → 97.31% (+1.7%)

3% more capital invested

Capital invested by funds: $21.9B → $22.5B (+$650M)

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 637 → 628 (-9)

12% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 244

25% less call options, than puts

Call options by funds: $27M | Put options by funds: $36.1M

Holders
628
Holders Change
-9
Holders Change %
-1.41%
% of All Funds
10.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
67
Increased
215
Reduced
244
Closed
68
Calls
$27M
Puts
$36.1M
Net Calls
-$9.15M
Net Calls Change
-$8.91M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.45B
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$38.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$27.6M
4
Goldman Sachs
Goldman Sachs
New York
+$26M
5
BA
Bridgewater Associates
Connecticut
+$24.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$187M
2
ZP
Zimmer Partners
New York
-$173M
3
BlackRock
BlackRock
New York
-$84.2M
4
Ameriprise
Ameriprise
Minnesota
-$61.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
501
Boothbay Fund Management
New York
$201K -$15.1K -80 -6%
CWM
502
C2C Wealth Management
Arizona
$201K +$212K +1,122 New
PCOC
503
Power Corp of Canada
Canada
$192K +$210K +1,112 New
SGA
504
Seaport Global Advisors
Massachusetts
$181K -$16.5K -87 -8%
WT
505
Whittier Trust
California
$176K +$145K +765 +300%
S
506
SignatureFD
Georgia
$168K +$2.08K +11 +1%
MCM
507
Manchester Capital Management
Vermont
$165K – – –
TH
508
TCTC Holdings
Texas
$165K – – –
MAM
509
Meeder Asset Management
Ohio
$163K +$8.7K +46 +5%
SIM
510
Sentry Investment Management
Wisconsin
$153K – – –
PA
511
Parallel Advisors
California
$148K -$3.21K -17 -2%
CF
512
Centaurus Financial
California
$147K +$161K +851 New
QCG
513
Quadrant Capital Group
Ohio
$144K +$41.8K +221 +36%
CIA
514
Capital Impact Advisors
Massachusetts
$137K -$77K -407 -34%
First Manhattan
515
First Manhattan
New York
$129K -$70.9K -375 -33%
CFGS
516
Concourse Financial Group Securities
Alabama
$128K +$14.2K +75 +11%
AIM
517
Anchor Investment Management
South Carolina
$126K -$756 -4 -0.5%
TWC
518
TD Waterhouse Canada
Ontario, Canada
$108K -$34.2K -181 -22%
Acadian Asset Management
519
Acadian Asset Management
Massachusetts
$97K -$131K -693 -55%
PTC
520
Private Trust Company
Ohio
$96K -$21.6K -114 -17%
CTC
521
Central Trust Company
Missouri
$95K – – –
HNB
522
Huntington National Bank
Ohio
$89K +$6.24K +33 +7%
IFAM
523
Institutional & Family Asset Management
Colorado
$88K – – –
AA
524
Alta Advisers
United Kingdom
$86K +$94.6K +500 New
IA
525
IFP Advisors
Florida
$85K +$9.83K +52 +5%
19 20
21
22 23

EXR Hedge Fund Activity: Q3 2022 in Review

628 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2022, worth a combined $22.5B — up 3% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of EXR and 67 opened new positions — a net loss of 1 holder — while 244 trimmed existing stakes and 215 added.

The largest buyer was Capital World Investors, adding an estimated $1.45B. The largest seller was Cohen & Steers, cutting an estimated $187M.

  • 628 institutional investors held Extra Space Storage (EXR) as of Q3 2022, down from 637 in Q2 2022.
  • Funds reported $22.5B of Extra Space Storage stock for Q3 2022, up 3% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q3 2022 and 68 closed out, a net change of -1 holder.
  • The largest Extra Space Storage buyer in Q3 2022 was Capital World Investors, an estimated $1.45B added.
  • The largest Extra Space Storage seller in Q3 2022 was Cohen & Steers, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2022.