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Extra Space Storage

654 hedge funds and large institutions have $25.4B invested in Extra Space Storage in 2023 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 360 increasing their positions, 93 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 93

123% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 65

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

19% more capital invested

Capital invested by funds: $21.3B → $25.4B (+$4.13B)

13% more funds holding

Funds holding: 578654 (+76)

6.95% less ownership

Funds ownership: 105.97%99.02% (-7%)

54% less call options, than puts

Call options by funds: $30M | Put options by funds: $64.9M

Holders
654
Holders Change
+76
Holders Change %
+13.15%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
145
Increased
360
Reduced
93
Closed
65
Calls
$30M
Puts
$64.9M
Net Calls
-$34.9M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
501
Beacon Pointe Advisors
California
$214K +$236K +1,757 New
CAM
502
Covenant Asset Management
New Jersey
$213K
BMC
503
Beaton Management Company
Massachusetts
$213K
JAFL
504
Jay A. Fishman Ltd
Michigan
$213K
TFA
505
Teamwork Financial Advisors
Texas
$212K -$3.62K -27 -2%
FMTC
506
Farmers & Merchants Trust Company
California
$212K +$234K +1,745 New
AF
507
Allworth Financial
California
$211K -$21.5K -160 -8%
LCM
508
Logan Capital Management
Pennsylvania
$210K
ACA
509
Aptus Capital Advisors
Alabama
$208K +$230K +1,713 New
MC
510
Moors & Cabot
Massachusetts
$208K -$19.2K -143 -8%
FMLI
511
Fukoku Mutual Life Insurance
Japan
$206K +$39.3K +293 +21%
DILIC
512
Dai-ichi Life Insurance Company
Japan
$205K -$1.24M -9,251 -85%
PCM
513
Parsons Capital Management
Rhode Island
$204K +$225K +1,677 New
CIBC Private Wealth Group
514
CIBC Private Wealth Group
Georgia
$203K +$224K +1,671 New
First Manhattan
515
First Manhattan
New York
$203K +$123K +917 +122%
BFG
516
Bleakley Financial Group
New Jersey
$202K +$223K +1,659 New
SS
517
Simplicity Solutions
Minnesota
$202K +$223K +1,659 New
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$200K +$6.04K +45 +3%
PCOC
519
Power Corp of Canada
Canada
$196K
WT
520
Whittier Trust
California
$193K -$16K -119 -7%
Federated Hermes
521
Federated Hermes
Pennsylvania
$191K -$584K -4,348 -73%
QCG
522
Quadrant Capital Group
Ohio
$190K +$129K +962 +159%
RAM
523
Ramirez Asset Management
New York
$180K +$199K +1,483 New
BCWM
524
Bartlett & Co Wealth Management
Ohio
$179K +$198K +1,476 New
BC
525
Bartlett & Co
Ohio
$179K +$198K +1,476 New

EXR Hedge Fund Activity: Q3 2023 in Review

654 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2023, worth a combined $25.4B — up 19% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new EXR positions and 65 closed out — a net gain of 80 holders — while 360 added to existing stakes and 93 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.62B. The largest seller was Deutsche Bank, cutting an estimated $83.9M.

  • 654 institutional investors held Extra Space Storage (EXR) as of Q3 2023, up from 578 in Q2 2023.
  • Funds reported $25.4B of Extra Space Storage stock for Q3 2023, up 19% quarter-over-quarter.
  • 145 funds opened new Extra Space Storage positions in Q3 2023 and 65 closed out, a net change of +80 holders.
  • The largest Extra Space Storage buyer in Q3 2023 was Vanguard Group, an estimated $1.62B added.
  • The largest Extra Space Storage seller in Q3 2023 was Deutsche Bank, an estimated $83.9M sold.

Based on aggregated 13F filings for Q3 2023.