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Extra Space Storage

578 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, 220 increasing their positions, 207 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $7.14M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

6.97% more ownership

Funds ownership: 99%105.97% (+7%)

6% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 207

2% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 64

0% more funds holding

Funds holding: 578578 (0)

1% less capital invested

Capital invested by funds: $21.5B → $21.3B (-$186M)

Holders
578
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
220
Reduced
207
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
501
Summit Securities Group
New York
$26K -$12.9K -86 -33%
CFO
502
CVA Family Office
Colorado
$24.6K -$19.6K -130 -44%
LC
503
Lindbrook Capital
California
$23.4K +$5.57K +37 +31%
PFBT
504
Parkside Financial Bank & Trust
Missouri
$23.2K +$13.8K +92 +144%
CFD
505
Creative Financial Designs
Indiana
$22.9K +$9.93K +66 +75%
ANBT
506
American National Bank & Trust
Texas
$22.6K
HPC
507
HM Payson & Co
Maine
$22.3K
SIC
508
Salem Investment Counselors
North Carolina
$21.7K
FFA
509
Farther Finance Advisors
California
$21.4K +$2.26K +15 +12%
Capstone Investment Advisors
510
Capstone Investment Advisors
New York
$21K +$21.2K +141 New
NFSG
511
Newbridge Financial Services Group
Florida
$20.8K
FMP
512
Financial Management Professionals
Texas
$20K -$602 -4 -3%
GWSG
513
GPS Wealth Strategies Group
Colorado
$19.9K
FCA
514
FinTrust Capital Advisors
South Carolina
$18.4K
CSC
515
Caldwell Sutter Capital
California
$18K +$18.2K +121 New
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$16.2K -$10.8K -72 -40%
HI
517
Harbour Investments
Wisconsin
$16.1K -$241K -1,604 -94%
BAM
518
Byrne Asset Management
New Jersey
$15K
MTIC
519
Missouri Trust & Investment Company
Missouri
$14.9K
PA
520
PSI Advisors
Florida
$14.9K
CSPIA
521
Cary Street Partners Investment Advisory
Virginia
$14.9K +$15K +100 New
LS
522
Livforsakringsbolaget Skandia
Sweden
$14.9K
GRP
523
Global Retirement Partners
California
$14.7K -$3.16K -21 -18%
GWS
524
Glassman Wealth Services
Virginia
$14.7K +$5.27K +35 +55%
PWMG
525
Prestige Wealth Management Group
New Jersey
$14.1K -$4.81K -32 -25%

EXR Hedge Fund Activity: Q2 2023 in Review

578 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2023, worth a combined $21.3B — down 0.87% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new EXR positions and 64 closed out — a net gain of 1 holder — while 220 added to existing stakes and 207 trimmed.

The largest buyer was Capital World Investors, adding an estimated $616M. The largest seller was OFI Invest Asset Management, cutting an estimated $260M.

  • 578 institutional investors held Extra Space Storage (EXR) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $21.3B of Extra Space Storage stock for Q2 2023, down 0.87% quarter-over-quarter.
  • 65 funds opened new Extra Space Storage positions in Q2 2023 and 64 closed out, a net change of +1 holder.
  • The largest Extra Space Storage buyer in Q2 2023 was Capital World Investors, an estimated $616M added.
  • The largest Extra Space Storage seller in Q2 2023 was OFI Invest Asset Management, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2023.