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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
WTC
551
WhitTier Trust Company
Nevada
$55.3K +$31K +231 +103%
LTI
552
Laffer Tengler Investments
Tennessee
$53K +$58.5K +436 New
LC
553
Lindbrook Capital
California
$49.4K +$33.4K +249 +159%
PFBT
554
Parkside Financial Bank & Trust
Missouri
$48.1K +$32.2K +240 +154%
MPWT
555
MassMutual Private Wealth & Trust
Connecticut
$44.6K +$34.6K +258 +237%
WIM
556
Westside Investment Management
California
$41.9K
FDCDDQ
557
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41K
RTC
558
Riverview Trust Company
Washington
$38.2K +$42.2K +314 New
BTI
559
Blue Trust Inc
Georgia
$38K +$2.28K +17 +7%
ST
560
Smithfield Trust
Pennsylvania
$38K +$11K +82 +35%
FFA
561
Farther Finance Advisors
California
$37.9K +$22.6K +168 +117%
CA
562
Clearstead Advisors
Ohio
$33.1K +$33.3K +248 +1,033%
SWA
563
Sutton Wealth Advisors
Florida
$31.9K +$4.16K +31 +13%
GWS
564
Glassman Wealth Services
Virginia
$31.9K +$21.9K +163 +165%
AGWCA
565
Annis Gardner Whiting Capital Advisors
Florida
$31.7K +$35K +261 New
AIM
566
Anchor Investment Management
South Carolina
$31K -$3.36K -25 -9%
EWA
567
EverSource Wealth Advisors
Alabama
$28.1K +$19.2K +143 +163%
ZB
568
Zions Bancorporation
Utah
$25.8K +$20.1K +150 +242%
TPCW
569
TD Private Client Wealth
New York
$25.4K +$16K +119 +132%
HFS
570
HBC Financial Services
Washington
$24K +$26.8K +200 New
QC
571
Quent Capital
New York
$21K +$22K +164 +1,822%
GRP
572
Global Retirement Partners
California
$20.8K +$10.7K +80 +81%
FMP
573
Financial Management Professionals
Texas
$19K +$2.69K +20 +15%
CAL
574
Capital Advisors Ltd
Ohio
$19K +$20.9K +156 New
HPC
575
HM Payson & Co
Maine
$18.2K

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.