We are live on ! Find out more
EXR icon

Extra Space Storage

637 hedge funds and large institutions have $21.9B invested in Extra Space Storage in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 230 increasing their positions, 231 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 95.19%95.62% (+0.44%)

0% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 231

1% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $19.5M

3% less funds holding

Funds holding: 656637 (-19)

10% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 86

16% less capital invested

Capital invested by funds: $26.1B → $21.9B (-$4.27B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
637
Holders Change
-19
Holders Change %
-2.9%
% of All Funds
10.73%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
77
Increased
230
Reduced
231
Closed
86
Calls
$19.2M
Puts
$19.5M
Net Calls
-$244K
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
526
Chilton Capital Management
Texas
$119K +$130K +700 New
C
527
Covestor
United Kingdom
$117K +$4.26K +23 +3%
CFGS
528
Concourse Financial Group Securities
Alabama
$113K -$34.8K -188 -22%
PTC
529
Private Trust Company
Ohio
$113K +$124K +667 New
QCG
530
Quadrant Capital Group
Ohio
$105K -$14.8K -80 -12%
SCA
531
Stonebridge Capital Advisors
Minnesota
$98K +$107K +575 New
CTC
532
Central Trust Company
Missouri
$94K
IFAM
533
Institutional & Family Asset Management
Colorado
$86K +$27.6K +149 +42%
LS
534
Livforsakringsbolaget Skandia
Sweden
$85K -$204K -1,100 -69%
HNB
535
Huntington National Bank
Ohio
$82K +$56.3K +304 +171%
FAM
536
Fred Alger Management
New York
$75K -$55.6K -300 -40%
IA
537
IFP Advisors
Florida
$65K
BBHC
538
Brown Brothers Harriman & Co
New York
$63K +$8.89K +48 +15%
GWM
539
Geneos Wealth Management
Colorado
$61K -$6.3K -34 -9%
CI
540
CX Institutional
Indiana
$58K +$63.4K +342 New
TPCW
541
TD Private Client Wealth
New York
$52.2K -$13.3K -72 -19%
CFB
542
Cullen/Frost Bankers
Texas
$51K -$5.37K -29 -9%
SSG
543
Summit Securities Group
New York
$48K +$41.7K +225 +409%
MA
544
MUFG Americas
New York
$46K -$4.63K -25 -8%
VVP
545
Venture Visionary Partners
Ohio
$45.9K +$50K +270 New
Bank Julius Baer & Co
546
Bank Julius Baer & Co
Switzerland
$45K
NFSG
547
Newbridge Financial Services Group
Florida
$44K -$1.85K -10 -4%
SWM
548
Sugarloaf Wealth Management
Georgia
$44K +$48.2K +260 New
HPC
549
HM Payson & Co
Maine
$43K
WT
550
Whittier Trust
California
$43K +$29.6K +160 +168%

EXR Hedge Fund Activity: Q2 2022 in Review

637 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2022, worth a combined $21.9B — down 16% from $26.1B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of EXR and 77 opened new positions — a net loss of 9 holders — while 231 trimmed existing stakes and 230 added.

The largest buyer was Zimmer Partners, adding an estimated $174M. The largest seller was Wellington Management Group, cutting an estimated $109M.

  • 637 institutional investors held Extra Space Storage (EXR) as of Q2 2022, down from 656 in Q1 2022.
  • Funds reported $21.9B of Extra Space Storage stock for Q2 2022, down 16% quarter-over-quarter.
  • 77 funds opened new Extra Space Storage positions in Q2 2022 and 86 closed out, a net change of -9 holders.
  • The largest Extra Space Storage buyer in Q2 2022 was Zimmer Partners, an estimated $174M added.
  • The largest Extra Space Storage seller in Q2 2022 was Wellington Management Group, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2022.