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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 %
HIA
551
Harbor Investment Advisory
Maryland
$2.83K – – –
IRC
552
Investors Research Corp
Georgia
$2.83K – – –
WP
553
WealthPLAN Partners
Nebraska
$2.83K +$2.83K +19 New
WWM
554
Wolff Wiese Magana
California
$2.53K – – –
CTA
555
Colonial Trust Advisors
South Carolina
$2.38K – – –
RTL
556
Red Tortoise LLC
Georgia
$2.23K – – –
Loomis, Sayles & Company
557
Loomis, Sayles & Company
Massachusetts
$2K – – –
CWC
558
Carolinas Wealth Consulting
North Carolina
$1.94K – – –
HCM
559
Hollencrest Capital Management
California
$1.94K – – –
FHA
560
First Horizon Advisors
Tennessee
$1.64K -$20.8K -140 -93%
SIS
561
Sound Income Strategies
Florida
$1.49K – – –
QC
562
Quent Capital
New York
$1.34K – – –
WWP
563
WR Wealth Planners
Missouri
$1.19K – – –
CTWM
564
Cherry Tree Wealth Management
Minnesota
$1.19K +$1.19K +8 New
AF
565
Advisornet Financial
Minnesota
$1.04K -$2.38K -16 -70%
ADL
566
Asset Dedication LLC
California
$1K – – –
CA
567
Centerpoint Advisors
Massachusetts
$1K – – –
BG
568
Bollard Group
Massachusetts
$1K +$1K +5 New
VNA
569
Valley National Advisers
Pennsylvania
$1K +$1K +5 New
NSIM
570
North Star Investment Management
Illinois
$893 – – –
VCM
571
Versant Capital Management
Arizona
$893 +$298 +2 +50%
AAG
572
Armstrong Advisory Group
Massachusetts
$745 – – –
AAP
573
Arax Advisory Partners
Colorado
$745 +$149 +1 +25%
UFF
574
USA Financial Formulas
Michigan
$595 – – –
SS
575
Sunbelt Securities
Texas
$298 – – –
21 22
23
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