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Extra Space Storage
EXR

Overview Fund Activity

576 hedge funds and large institutions have $21.3B invested in Extra Space Storage in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 219 increasing their positions, 206 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
–
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
65
Increased
219
Reduced
206
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$610M
2
Capital International Investors
Capital International Investors
California
+$312M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$176M
4
Cohen & Steers
Cohen & Steers
New York
+$157M
5
Citadel Advisors
Citadel Advisors
Florida
+$149M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$257M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$105M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$92M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$56.4M
5
MHI
Miller Howard Investments
New York
-$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
501
Lindbrook Capital
California
$23.4K +$5.51K +37 +31%
PFBT
502
Parkside Financial Bank & Trust
Missouri
$23.2K +$13.7K +92 +144%
CFD
503
Creative Financial Designs
Indiana
$22.9K +$9.82K +66 +75%
ANBT
504
American National Bank & Trust
Texas
$22.6K – – –
HPC
505
HM Payson & Co
Maine
$22.3K – – –
SIC
506
Salem Investment Counselors
North Carolina
$21.7K – – –
FFA
507
Farther Finance Advisors
California
$21.4K +$2.23K +15 +12%
Capstone Investment Advisors
508
Capstone Investment Advisors
New York
$21K +$21K +141 New
NFSG
509
Newbridge Financial Services Group
Florida
$20.8K – – –
FMP
510
Financial Management Professionals
Texas
$20K -$593 -4 -3%
GWSG
511
GPS Wealth Strategies Group
Colorado
$19.9K – – –
FCA
512
FinTrust Capital Advisors
South Carolina
$18.4K – – –
CSC
513
Caldwell Sutter Capital
California
$18K +$18K +121 New
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$16.2K -$10.7K -72 -40%
HI
515
Harbour Investments
Wisconsin
$16.1K -$239K -1,604 -94%
BAM
516
Byrne Asset Management
New Jersey
$15K – – –
MTIC
517
Missouri Trust & Investment Company
Missouri
$14.9K – – –
PA
518
PSI Advisors
Florida
$14.9K – – –
CSPIA
519
Cary Street Partners Investment Advisory
Virginia
$14.9K +$14.9K +100 New
LS
520
Livforsakringsbolaget Skandia
Sweden
$14.9K – – –
GRP
521
Global Retirement Partners
California
$14.7K -$3.13K -21 -18%
GWS
522
Glassman Wealth Services
Virginia
$14.7K +$5.21K +35 +55%
PWMG
523
Prestige Wealth Management Group
New Jersey
$14.1K -$4.76K -32 -25%
TPCW
524
TD Private Client Wealth
New York
$13.4K -$6.25K -42 -32%
BIA
525
Bell Investment Advisors
California
$13.1K -$1.34K -9 -9%
19 20
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