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Extra Space Storage
EXR

Overview Fund Activity

576 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, 219 increasing their positions, 206 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
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
219
Reduced
206
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.66B
2
Capital International Investors
Capital International Investors
California
$628M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$337M
4
Cohen & Steers
Cohen & Steers
New York
$834M
5
Citadel Advisors
Citadel Advisors
Florida
$149M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$1.57M
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$297M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$338M
5
MHI
Miller Howard Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
526
EverSource Wealth Advisors
Alabama
$13K +$11.4K +77 +700%
HWA
527
HHM Wealth Advisors
Tennessee
$12.4K -$1.19K -8 -9%
UB
528
UMB Bank
Missouri
$11.8K – – –
TFGT
529
TS Financial Group (TSFG)
Illinois
$11K +$11K +75 New
RDIA
530
RE Dickinson Investment Advisors
Iowa
$10K – – –
ZB
531
Zions Bancorporation
Utah
$9.23K -$1.79K -12 -16%
BAAM
532
Baker Avenue Asset Management
California
$9.08K -$595 -4 -6%
AA
533
AlphaMark Advisors
Kentucky
$9K – – –
EARNEST Partners
534
EARNEST Partners
Georgia
$8.78K – – –
MHR
535
Matthew Hamilton Rosenberg
$8.48K – – –
GC
536
Gould Capital
Washington
$8.19K – – –
GKIM
537
GW&K Investment Management
Massachusetts
$8K +$7.71K +54 +2,700%
GEA
538
Glen Eagle Advisors
New Jersey
$7.89K – – –
NIC
539
Northwest Investment Counselors
Oregon
$7.89K – – –
CIA
540
Cape Investment Advisory
Georgia
$7.58K – – –
MCM
541
MV Capital Management
Maryland
$7.29K – – –
EA
542
Evolution Advisers
Virginia
$7K – – –
DWA
543
Delos Wealth Advisors
Texas
$6.7K – – –
BWA
544
BDO Wealth Advisors
Florida
$5.95K +$2.23K +15 +60%
EBA
545
Eagle Bay Advisors
New York
$5.68K -$149 -1 -3%
BWL
546
Bogart Wealth LLC
Virginia
$4.47K – – –
CFB
547
Cullen/Frost Bankers
Texas
$4.47K +$4.47K +30 New
M
548
MOTCO
Texas
$4.32K +$4.32K +29 New
CA
549
Clearstead Advisors
Ohio
$3.57K -$2.23K -15 -38%
AWM
550
Abound Wealth Management
Tennessee
$3.13K +$298 +2 +11%
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