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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
RBC
551
Romano Brothers & Co
Illinois
$3.97K +$4.32K +27 New
EWA
552
EverSource Wealth Advisors
Alabama
$3.83K +$479 +3 +13%
BWA
553
BDO Wealth Advisors
Florida
$3.68K – – –
CTA
554
Colonial Trust Advisors
South Carolina
$2.94K +$3.2K +20 New
AWM
555
Abound Wealth Management
Tennessee
$2.8K +$1.6K +10 +111%
HIA
556
Harbor Investment Advisory
Maryland
$2.8K – – –
IRC
557
Investors Research Corp
Georgia
$2.8K – – –
BHWM
558
Beaird Harris Wealth Management
Texas
$2.8K +$3.04K +19 New
WWM
559
Wolff Wiese Magana
California
$2.5K – – –
SBL
560
Sargent Bickham Lagudis
Colorado
$2.21K – – –
RTL
561
Red Tortoise LLC
Georgia
$2.21K +$2.4K +15 New
Loomis, Sayles & Company
562
Loomis, Sayles & Company
Massachusetts
$2K – – –
CWC
563
Carolinas Wealth Consulting
North Carolina
$1.91K – – –
HCM
564
Hollencrest Capital Management
California
$1.91K +$2.08K +13 New
OIS
565
Okabena Investment Services
Minnesota
$1.91K +$2.08K +13 New
TC
566
Truvestments Capital
Florida
$1.91K +$2.08K +13 New
AF
567
Advisornet Financial
Minnesota
$1.77K -$5.27K -33 -73%
FHA
568
First Horizon Advisors
Tennessee
$1.62K – – –
ZIG
569
Zullo Investment Group
Pennsylvania
$1.62K – – –
SIS
570
Sound Income Strategies
Florida
$1.47K – – –
QC
571
Quent Capital
New York
$1.32K -$7.03K -44 -83%
WWP
572
WR Wealth Planners
Missouri
$1.18K – – –
CAL
573
Capital Advisors Ltd
Ohio
$1K -$3.04K -19 -83%
ADL
574
Asset Dedication LLC
California
$1K +$639 +4 New
CFB
575
Cullen/Frost Bankers
Texas
$883 – – –
21 22
23
24 25

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.