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Extra Space Storage
EXR

589 hedge funds and large institutions have $18.9B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 240 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 97.31% → 97.08% (-0.24%)

6% less funds holding

Funds holding: 628 → 589 (-39)

10% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $20.6M

16% less capital invested

Capital invested by funds: $22.5B → $18.9B (-$3.66B)

24% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 240

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
589
Holders Change
-39
Holders Change %
-6.21%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
75
Increased
182
Reduced
240
Closed
103
Calls
$18.6M
Puts
$20.6M
Net Calls
-$2.07M
Net Calls Change
+$7.08M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$634M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$400M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
4
CVA
Ceredex Value Advisors
Florida
+$61M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$54.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$295M
2
Cohen & Steers
Cohen & Steers
New York
-$146M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$128M
4
Invesco
Invesco
Georgia
-$126M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$90.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
526
HHM Wealth Advisors
Tennessee
$11.6K +$3.36K +21 +36%
SPIA
527
Steward Partners Investment Advisory
New York
$11.2K -$18.4K -115 -60%
GWS
528
Glassman Wealth Services
Virginia
$10.7K -$3.68K -23 -24%
ZB
529
Zions Bancorporation
Utah
$10.3K -$1.92K -12 -15%
MLM
530
Mount Lucas Management
Pennsylvania
$10K -$2.28M -14,265 -100%
CS
531
Comerica Securities
Michigan
$9.74K +$10.5K +66 New
PMFA
532
Plante Moran Financial Advisors
Michigan
$9.57K +$10.4K +65 New
PFBT
533
Parkside Financial Bank & Trust
Missouri
$9.13K -$13.1K -82 -57%
AA
534
AlphaMark Advisors
Kentucky
$9K – – –
RDIA
535
RE Dickinson Investment Advisors
Iowa
$9K – – –
BAAM
536
Baker Avenue Asset Management
California
$8.98K -$355K -2,219 -97%
EARNEST Partners
537
EARNEST Partners
Georgia
$8.68K – – –
GEA
538
Glen Eagle Advisors
New Jersey
$7.8K – – –
NIC
539
Northwest Investment Counselors
Oregon
$7.8K – – –
FCA
540
Fortis Capital Advisors
Kansas
$7.8K +$8.47K +53 New
N
541
Natixis
France
$7.36K -$4.6M -28,796 -100%
LFG
542
Larson Financial Group
Missouri
$7.04K +$160 +1 +2%
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$7K -$7.67K -48 -49%
EA
544
Evolution Advisers
Virginia
$7K – – –
MCM
545
MV Capital Management
Maryland
$6.77K -$7.19K -45 -49%
DWA
546
Delos Wealth Advisors
Texas
$6.62K – – –
MYAM
547
Meiji Yasuda Asset Management
Japan
$6.29K -$23.5K -147 -0.3%
EBA
548
Eagle Bay Advisors
New York
$5.76K -$479 -3 -7%
TWA
549
TCI Wealth Advisors
Arizona
$4.71K – – –
BWL
550
Bogart Wealth LLC
Virginia
$4.42K – – –
20 21
22
23 24

EXR Hedge Fund Activity: Q4 2022 in Review

589 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2022, worth a combined $18.9B — down 16% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of EXR and 75 opened new positions — a net loss of 28 holders — while 240 trimmed existing stakes and 182 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was Ameriprise, cutting an estimated $295M.

  • 589 institutional investors held Extra Space Storage (EXR) as of Q4 2022, down from 628 in Q3 2022.
  • Funds reported $18.9B of Extra Space Storage stock for Q4 2022, down 16% quarter-over-quarter.
  • 75 funds opened new Extra Space Storage positions in Q4 2022 and 103 closed out, a net change of -28 holders.
  • The largest Extra Space Storage buyer in Q4 2022 was Capital World Investors, an estimated $634M added.
  • The largest Extra Space Storage seller in Q4 2022 was Ameriprise, an estimated $295M sold.

Based on aggregated 13F filings for Q4 2022.