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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
SGA
526
Seaport Global Advisors
Massachusetts
$179K -$17.9K -133 -8%
DGAM
527
Desjardins Global Asset Management
Quebec, Canada
$164K +$39.3K +293 +28%
SIM
528
Sentry Investment Management
Wisconsin
$147K +$45.5K +339 +39%
S
529
SignatureFD
Georgia
$130K +$102K +757 +240%
HNB
530
Huntington National Bank
Ohio
$125K +$72.1K +537 +109%
SIC
531
Salem Investment Counselors
North Carolina
$124K +$117K +872 +597%
TH
532
TCTC Holdings
Texas
$116K
BAM
533
Bellevue Asset Management
Washington
$114K +$126K +938 New
C
534
Covestor
United Kingdom
$111K +$83.5K +622 +215%
QT
535
Quantbot Technologies
New York
$105K -$3.27M -24,375 -97%
BEI
536
Benjamin Edwards Inc
Missouri
$102K +$11.4K +85 +11%
PA
537
Parallel Advisors
California
$97.5K +$19.9K +148 +23%
CFGS
538
Concourse Financial Group Securities
Alabama
$96.9K +$33.4K +249 +45%
CSPIA
539
Cary Street Partners Investment Advisory
Virginia
$86.1K +$81.6K +608 +608%
Capstone Investment Advisors
540
Capstone Investment Advisors
New York
$76.4K +$65.4K +487 +345%
VNIM
541
Vaughan Nelson Investment Management
Texas
$76K
UB
542
UMB Bank
Missouri
$75.1K +$72.4K +539 +682%
Bank Julius Baer & Co
543
Bank Julius Baer & Co
Switzerland
$72K +$24.8K +185 +45%
BBHC
544
Brown Brothers Harriman & Co
New York
$70K +$29.5K +220 +62%
CTC
545
Central Trust Company
Missouri
$68.8K +$2.15K +16 +3%
MC
546
Muzinich & Co
New York
$66.6K
PTC
547
Private Trust Company
Ohio
$66.3K +$671 +5 +0.9%
AAG
548
Armstrong Advisory Group
Massachusetts
$66K +$72.2K +538 +10,760%
AA
549
Alta Advisers
United Kingdom
$60.8K
MCM
550
Manchester Capital Management
Vermont
$59.5K

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.