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Extra Space Storage
EXR

589 hedge funds and large institutions have $18.9B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 240 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 97.31% → 97.08% (-0.24%)

6% less funds holding

Funds holding: 628 → 589 (-39)

10% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $20.6M

16% less capital invested

Capital invested by funds: $22.5B → $18.9B (-$3.66B)

24% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 240

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
589
Holders Change
-39
Holders Change %
-6.21%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
75
Increased
182
Reduced
240
Closed
103
Calls
$18.6M
Puts
$20.6M
Net Calls
-$2.07M
Net Calls Change
+$7.08M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$634M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$400M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
4
CVA
Ceredex Value Advisors
Florida
+$61M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$54.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$295M
2
Cohen & Steers
Cohen & Steers
New York
-$146M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$128M
4
Invesco
Invesco
Georgia
-$126M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$90.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
501
Ten Capital Wealth Advisors
Washington
$30.3K – – –
HPC
502
HM Payson & Co
Maine
$29.4K – – –
C
503
Covestor
United Kingdom
$28K +$15.3K +96 +99%
MCC
504
Money Concepts Capital
Florida
$26.5K +$28.8K +180 New
CAL
505
Capital Analysts LLC
Pennsylvania
$25K -$160 -1 -0.6%
ANBT
506
American National Bank & Trust
Texas
$25K +$20K +125 +272%
NFSG
507
Newbridge Financial Services Group
Florida
$24K +$1.28K +8 +5%
AWM
508
Accurate Wealth Management
Florida
$22.3K +$24.3K +152 New
SIC
509
Salem Investment Counselors
North Carolina
$21.5K – – –
CFO
510
CVA Family Office
Colorado
$20.6K +$7.99K +50 +56%
FMP
511
Financial Management Professionals
Texas
$20K +$14.9K +93 +221%
SSG
512
Summit Securities Group
New York
$20K +$21.9K +137 New
FCA
513
FinTrust Capital Advisors
South Carolina
$18.4K – – –
PWMG
514
Prestige Wealth Management Group
New Jersey
$18.3K -$1.12K -7 -5%
GRP
515
Global Retirement Partners
California
$15.7K +$3.84K +24 +29%
LC
516
Lindbrook Capital
California
$15K -$22.2K -139 -58%
MTIC
517
Missouri Trust & Investment Company
Missouri
$15K – – –
TAM
518
Tucker Asset Management
Colorado
$14.9K – – –
BIA
519
Bell Investment Advisors
California
$14.9K +$1.44K +9 +10%
BAM
520
Byrne Asset Management
New Jersey
$14.7K – – –
LS
521
Livforsakringsbolaget Skandia
Sweden
$14.7K – – –
QL
522
Quarry LP
New York
$14.3K +$15.5K +97 New
FFA
523
Farther Finance Advisors
California
$13.7K +$14.9K +93 New
RTC
524
Riverview Trust Company
Washington
$13K +$13.7K +86 New
UB
525
UMB Bank
Missouri
$12K -$1.76K -11 -12%
19 20
21
22 23

EXR Hedge Fund Activity: Q4 2022 in Review

589 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2022, worth a combined $18.9B — down 16% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of EXR and 75 opened new positions — a net loss of 28 holders — while 240 trimmed existing stakes and 182 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was Ameriprise, cutting an estimated $295M.

  • 589 institutional investors held Extra Space Storage (EXR) as of Q4 2022, down from 628 in Q3 2022.
  • Funds reported $18.9B of Extra Space Storage stock for Q4 2022, down 16% quarter-over-quarter.
  • 75 funds opened new Extra Space Storage positions in Q4 2022 and 103 closed out, a net change of -28 holders.
  • The largest Extra Space Storage buyer in Q4 2022 was Capital World Investors, an estimated $634M added.
  • The largest Extra Space Storage seller in Q4 2022 was Ameriprise, an estimated $295M sold.

Based on aggregated 13F filings for Q4 2022.