EXR icon

Extra Space Storage
EXR

Overview Fund Activity

576 hedge funds and large institutions have $21.5B invested in Extra Space Storage in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 218 increasing their positions, 196 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
-11
Holders Change %
-1.87%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
69
Increased
218
Reduced
196
Closed
66
Calls
$24.5M
Puts
$13.1M
Net Calls
+$11.5M
Net Calls Change
+$13.5M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$346M
2
Deutsche Bank
2
Deutsche Bank
Germany
$181M
3
Capital World Investors
3
Capital World Investors
California
$2.25B
4
HRES
4
Heitman Real Estate Securities
Illinois
$101M
5
State Street
5
State Street
Massachusetts
$1.53B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$426M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$1.33M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$431M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$77.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
501
HM Payson & Co
Maine
$24.4K -$8.15K -50 -25%
SIC
502
Salem Investment Counselors
North Carolina
$23.8K – – –
FMP
503
Financial Management Professionals
Texas
$23K +$662 +4 +3%
NFSG
504
Newbridge Financial Services Group
Florida
$22.8K -$3.75K -23 -14%
GWSG
505
GPS Wealth Strategies Group
Colorado
$21.8K +$21.8K +134 New
TPCW
506
TD Private Client Wealth
New York
$21.5K -$20.5K -126 -49%
FFA
507
Farther Finance Advisors
California
$21K +$5.87K +36 +39%
PWMG
508
Prestige Wealth Management Group
New Jersey
$20.7K +$489 +3 +2%
LC
509
Lindbrook Capital
California
$19.6K +$2.93K +18 +18%
FCA
510
FinTrust Capital Advisors
South Carolina
$18.4K – – –
GRP
511
Global Retirement Partners
California
$17.7K +$1.91K +13 +12%
TAM
512
Tucker Asset Management
Colorado
$16.3K – – –
MTIC
513
Missouri Trust & Investment Company
Missouri
$16.3K – – –
PA
514
PSI Advisors
Florida
$16.3K +$16.3K +100 New
LS
515
Livforsakringsbolaget Skandia
Sweden
$16.3K – – –
BAM
516
Byrne Asset Management
New Jersey
$16K – – –
BIA
517
Bell Investment Advisors
California
$15.8K -$652 -4 -4%
HWA
518
HHM Wealth Advisors
Tennessee
$14.8K +$1.96K +12 +15%
CFD
519
Creative Financial Designs
Indiana
$14.3K +$14.3K +88 New
RTC
520
Riverview Trust Company
Washington
$14K – – –
UB
521
UMB Bank
Missouri
$12.9K -$652 -4 -5%
SPIA
522
Steward Partners Investment Advisory
New York
$12.4K – – –
ZB
523
Zions Bancorporation
Utah
$12.1K +$652 +4 +6%
QL
524
Quarry LP
New York
$11.2K -$4.56K -28 -29%
WAM
525
Wolverine Asset Management
Illinois
$10.6K -$589K -3,618 -98%
19 20
21
22 23