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Extra Space Storage
EXR

628 hedge funds and large institutions have $22.5B invested in Extra Space Storage in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 244 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

1.69% more ownership

Funds ownership: 95.62% → 97.31% (+1.7%)

3% more capital invested

Capital invested by funds: $21.9B → $22.5B (+$650M)

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 637 → 628 (-9)

12% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 244

25% less call options, than puts

Call options by funds: $27M | Put options by funds: $36.1M

Holders
628
Holders Change
-9
Holders Change %
-1.41%
% of All Funds
10.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
67
Increased
215
Reduced
244
Closed
68
Calls
$27M
Puts
$36.1M
Net Calls
-$9.15M
Net Calls Change
-$8.91M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.45B
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$38.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$27.6M
4
Goldman Sachs
Goldman Sachs
New York
+$26M
5
BA
Bridgewater Associates
Connecticut
+$24.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$187M
2
ZP
Zimmer Partners
New York
-$173M
3
BlackRock
BlackRock
New York
-$84.2M
4
Ameriprise
Ameriprise
Minnesota
-$61.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
526
Brown Brothers Harriman & Co
New York
$77K +$13.8K +73 +20%
WFA
527
Wipfli Financial Advisors
Wisconsin
$72K +$78.7K +416 New
GWM
528
Geneos Wealth Management
Colorado
$60K – – –
TPCW
529
TD Private Client Wealth
New York
$58.2K +$5.67K +30 +10%
VIA
530
Virtus Investment Advisers
Connecticut
$54K +$58.8K +311 New
MA
531
MUFG Americas
New York
$47K – – –
Pacer Advisors
532
Pacer Advisors
Pennsylvania
$47K +$11.3K +60 +28%
PI
533
PineBridge Investments
New York
$46K -$1.66M -8,777 -97%
Bank Julius Baer & Co
534
Bank Julius Baer & Co
Switzerland
$45K -$756 -4 -2%
SWM
535
Sugarloaf Wealth Management
Georgia
$43K -$2.65K -14 -5%
SWA
536
Sutton Wealth Advisors
Florida
$42.3K +$756 +4 +2%
LC
537
Lindbrook Capital
California
$42K +$23.8K +126 +110%
ST
538
Smithfield Trust
Pennsylvania
$41K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
539
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$40K -$561K -2,965 -93%
BTI
540
Blue Trust Inc
Georgia
$40K +$11.5K +61 +36%
TCWA
541
Ten Capital Wealth Advisors
Washington
$36K +$39K +206 New
HPC
542
HM Payson & Co
Maine
$35K -$10.2K -54 -21%
SIC
543
SJS Investment Consulting
Ohio
$35K +$38K +201 New
SPIA
544
Steward Partners Investment Advisory
New York
$33K -$946 -5 -3%
CAL
545
Capital Analysts LLC
Pennsylvania
$29K +$3.78K +20 +14%
NFSG
546
Newbridge Financial Services Group
Florida
$27K -$19.1K -101 -39%
EC
547
EdgeRock Capital
Colorado
$27K +$29.1K +154 New
FF
548
FourThought Financial
Florida
$25K – – –
SIC
549
Salem Investment Counselors
North Carolina
$25K – – –
CA
550
Clearstead Advisors
Ohio
$25K +$4.16K +22 +18%
20 21
22
23 24

EXR Hedge Fund Activity: Q3 2022 in Review

628 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2022, worth a combined $22.5B — up 3% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of EXR and 67 opened new positions — a net loss of 1 holder — while 244 trimmed existing stakes and 215 added.

The largest buyer was Capital World Investors, adding an estimated $1.45B. The largest seller was Cohen & Steers, cutting an estimated $187M.

  • 628 institutional investors held Extra Space Storage (EXR) as of Q3 2022, down from 637 in Q2 2022.
  • Funds reported $22.5B of Extra Space Storage stock for Q3 2022, up 3% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q3 2022 and 68 closed out, a net change of -1 holder.
  • The largest Extra Space Storage buyer in Q3 2022 was Capital World Investors, an estimated $1.45B added.
  • The largest Extra Space Storage seller in Q3 2022 was Cohen & Steers, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2022.