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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
ST
551
Smithfield Trust
Pennsylvania
$41K
SWA
552
Sutton Wealth Advisors
Florida
$41K +$2.78K +15 +7%
Pacer Advisors
553
Pacer Advisors
Pennsylvania
$36K -$1.23M -6,649 -97%
BTI
554
Blue Trust Inc
Georgia
$35K +$31.5K +170 New
SPIA
555
Steward Partners Investment Advisory
New York
$33K -$2.59K -14 -7%
HIIFS
556
Harel Insurance Investments & Financial Services
Israel
$29K +$31.3K +169 New
SOW
557
State of Wyoming
Wyoming
$28K +$9.08K +49 +43%
Bank of Montreal
558
Bank of Montreal
Ontario, Canada
$27.1K +$16.4M +88,624 +132%
RTC
559
Riverview Trust Company
Washington
$26K
CAL
560
Capital Analysts LLC
Pennsylvania
$25K
SIC
561
Salem Investment Counselors
North Carolina
$25K
FF
562
FourThought Financial
Florida
$25K +$2.41K +13 +10%
GWSG
563
GPS Wealth Strategies Group
Colorado
$23K +$185 +1 +0.8%
FCA
564
FinTrust Capital Advisors
South Carolina
$22K
PWMG
565
Prestige Wealth Management Group
New Jersey
$21K
CA
566
Clearstead Advisors
Ohio
$21K +$23K +124 New
LC
567
Lindbrook Capital
California
$20K -$52.2K -282 -71%
APA
568
American Portfolios Advisors
New York
$19.4K +$185 +1 +0.9%
BMD
569
Better Money Decisions
New Mexico
$19K +$20.4K +110 New
UB
570
UMB Bank
Missouri
$18K
TAM
571
Tucker Asset Management
Colorado
$17K +$18.5K +100 New
ZB
572
Zions Bancorporation
Utah
$17K -$2.04K -11 -10%
BAM
573
Byrne Asset Management
New Jersey
$17K
MTIC
574
Missouri Trust & Investment Company
Missouri
$17K
PCG
575
Private Capital Group
Connecticut
$15K -$1.48K -8 -8%

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.