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Extra Space Storage

656 hedge funds and large institutions have $26.1B invested in Extra Space Storage in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 268 increasing their positions, 216 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 216

3% more funds holding

Funds holding: 640656 (+16)

0.61% less ownership

Funds ownership: 95.8%95.19% (-0.61%)

10% less capital invested

Capital invested by funds: $29B → $26.1B (-$2.83B)

38% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.3M

Holders
656
Holders Change
+16
Holders Change %
+2.5%
% of All Funds
10.35%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
89
Increased
268
Reduced
216
Closed
62
Calls
$28M
Puts
$45.3M
Net Calls
-$17.3M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
576
Koshinski Asset Management
Illinois
$41.1K
NICM
577
Neo Ivy Capital Management
New York
$38K +$36.6K +184 New
HNB
578
Huntington National Bank
Ohio
$37K -$4.97K -25 -12%
GAM
579
Gemmer Asset Management
California
$36K
RTC
580
Riverview Trust Company
Washington
$32K +$30.6K +154 New
SIC
581
Salem Investment Counselors
North Carolina
$30K -$9.35K -47 -24%
CAL
582
Capital Analysts LLC
Pennsylvania
$30K +$199 +1 +0.7%
GWSG
583
GPS Wealth Strategies Group
Colorado
$27K
FF
584
FourThought Financial
Florida
$27K +$1.59K +8 +6%
FCA
585
FinTrust Capital Advisors
South Carolina
$26K
PWMG
586
Prestige Wealth Management Group
New Jersey
$25K -$199 -1 -0.8%
APA
587
American Portfolios Advisors
New York
$23.2K +$398 +2 +2%
SOW
588
State of Wyoming
Wyoming
$23K -$6.76K -34 -23%
ZB
589
Zions Bancorporation
Utah
$23K +$8.35K +42 +60%
SIC
590
SJS Investment Consulting
Ohio
$22K -$6.76K -34 -24%
HFS
591
Hantz Financial Services
Michigan
$22K +$21.1K +106 New
BAM
592
Byrne Asset Management
New Jersey
$21K
MTIC
593
Missouri Trust & Investment Company
Missouri
$21K
UB
594
UMB Bank
Missouri
$21K
PCG
595
Private Capital Group
Connecticut
$20K -$10.3K -52 -35%
WT
596
Whittier Trust
California
$20K
CFO
597
CVA Family Office
Colorado
$19K
PFBT
598
Parkside Financial Bank & Trust
Missouri
$16K +$5.17K +26 +50%
EW
599
Evoke Wealth
California
$15K +$2.78K +14 +23%
GWS
600
Glassman Wealth Services
Virginia
$15K +$3.78K +19 +37%

EXR Hedge Fund Activity: Q1 2022 in Review

656 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2022, worth a combined $26.1B — down 9.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EXR positions and 62 closed out — a net gain of 27 holders — while 268 added to existing stakes and 216 trimmed.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $331M.

  • 656 institutional investors held Extra Space Storage (EXR) as of Q1 2022, up from 640 in Q4 2021.
  • Funds reported $26.1B of Extra Space Storage stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 89 funds opened new Extra Space Storage positions in Q1 2022 and 62 closed out, a net change of +27 holders.
  • The largest Extra Space Storage buyer in Q1 2022 was Ceredex Value Advisors, an estimated $144M added.
  • The largest Extra Space Storage seller in Q1 2022 was Deutsche Bank, an estimated $331M sold.

Based on aggregated 13F filings for Q1 2022.