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Extra Space Storage
EXR

Overview Fund Activity

587 hedge funds and large institutions have $18.8B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 238 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-39
Holders Change %
-6.23%
% 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
238
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
+$584M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$368M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$117M
4
CVA
Ceredex Value Advisors
Florida
+$56.2M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$50.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$272M
2
Cohen & Steers
Cohen & Steers
New York
-$134M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$118M
4
Invesco
Invesco
Georgia
-$116M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
501
Covestor
United Kingdom
$28K +$13.9K +96 +99%
MCC
502
Money Concepts Capital
Florida
$26.5K +$26.5K +180 New
CAL
503
Capital Analysts LLC
Pennsylvania
$25K -$150 -1 -0.6%
ANBT
504
American National Bank & Trust
Texas
$25K +$18.3K +125 +272%
NFSG
505
Newbridge Financial Services Group
Florida
$24K +$1.18K +8 +5%
AWM
506
Accurate Wealth Management
Florida
$22.3K +$22.3K +152 New
SIC
507
Salem Investment Counselors
North Carolina
$21.5K – – –
CFO
508
CVA Family Office
Colorado
$20.6K +$7.36K +50 +56%
FMP
509
Financial Management Professionals
Texas
$20K +$13.8K +93 +221%
SSG
510
Summit Securities Group
New York
$20K +$20K +137 New
FCA
511
FinTrust Capital Advisors
South Carolina
$18.4K – – –
PWMG
512
Prestige Wealth Management Group
New Jersey
$18.3K -$1.03K -7 -5%
GRP
513
Global Retirement Partners
California
$15.7K +$3.53K +24 +29%
LC
514
Lindbrook Capital
California
$15K -$20.5K -139 -58%
MTIC
515
Missouri Trust & Investment Company
Missouri
$15K – – –
TAM
516
Tucker Asset Management
Colorado
$14.9K – – –
BIA
517
Bell Investment Advisors
California
$14.9K +$1.33K +9 +10%
BAM
518
Byrne Asset Management
New Jersey
$14.7K – – –
LS
519
Livforsakringsbolaget Skandia
Sweden
$14.7K – – –
QL
520
Quarry LP
New York
$14.3K +$14.3K +97 New
FFA
521
Farther Finance Advisors
California
$13.7K +$13.7K +93 New
RTC
522
Riverview Trust Company
Washington
$13K +$13K +86 New
UB
523
UMB Bank
Missouri
$12K -$1.59K -11 -12%
HWA
524
HHM Wealth Advisors
Tennessee
$11.6K +$3.09K +21 +36%
SPIA
525
Steward Partners Investment Advisory
New York
$11.2K -$16.9K -115 -60%
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