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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
PFBT
551
Parkside Financial Bank & Trust
Missouri
$25K +$12.1K +64 +80%
GI
552
Gradient Investments
Minnesota
$24K +$17.4K +92 +200%
GWSG
553
GPS Wealth Strategies Group
Colorado
$23K – – –
PWMG
554
Prestige Wealth Management Group
New Jersey
$22K +$1.32K +7 +6%
APA
555
American Portfolios Advisors
New York
$21.6K +$2.08K +11 +10%
FCA
556
FinTrust Capital Advisors
South Carolina
$21K – – –
EW
557
Evoke Wealth
California
$20K +$7K +37 +47%
FAM
558
Fred Alger Management
New York
$18K -$63.5K -336 -76%
ACM
559
Absolute Capital Management
Pennsylvania
$17.8K +$19.7K +104 New
TAM
560
Tucker Asset Management
Colorado
$17.7K – – –
C
561
Covestor
United Kingdom
$17K -$112K -593 -86%
LS
562
Livforsakringsbolaget Skandia
Sweden
$17K -$75.6K -400 -80%
BAM
563
Byrne Asset Management
New Jersey
$17K – – –
MTIC
564
Missouri Trust & Investment Company
Missouri
$17K – – –
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$17K +$6.81K +36 +58%
GWS
566
Glassman Wealth Services
Virginia
$17K +$7.38K +39 +68%
Bank of Montreal
567
Bank of Montreal
Ontario, Canada
$16.5K -$12.5M -66,337 -43%
UB
568
UMB Bank
Missouri
$16K -$1.89K -10 -10%
CFO
569
CVA Family Office
Colorado
$16K – – –
BIA
570
Bell Investment Advisors
California
$16K +$5.29K +28 +44%
MCM
571
MV Capital Management
Maryland
$16K +$5.29K +28 +44%
BA
572
Bellwether Advisors
Nebraska
$16K +$18.2K +96 New
GRP
573
Global Retirement Partners
California
$15K +$1.51K +8 +11%
ZB
574
Zions Bancorporation
Utah
$14K -$3.59K -19 -19%
RDIA
575
RE Dickinson Investment Advisors
Iowa
$11K – – –
21 22
23
24 25

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.