We are live on ! Find out more
EXR icon

Extra Space Storage

637 hedge funds and large institutions have $21.9B invested in Extra Space Storage in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 230 increasing their positions, 231 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 95.19%95.62% (+0.44%)

0% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 231

1% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $19.5M

3% less funds holding

Funds holding: 656637 (-19)

10% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 86

16% less capital invested

Capital invested by funds: $26.1B → $21.9B (-$4.27B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
637
Holders Change
-19
Holders Change %
-2.9%
% of All Funds
10.73%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
77
Increased
230
Reduced
231
Closed
86
Calls
$19.2M
Puts
$19.5M
Net Calls
-$244K
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
576
CVA Family Office
Colorado
$15K
PFBT
577
Parkside Financial Bank & Trust
Missouri
$14K +$371 +2 +3%
EW
578
Evoke Wealth
California
$14K +$741 +4 +5%
GRP
579
Global Retirement Partners
California
$13K +$6.48K +35 +88%
CWM
580
Curi Wealth Management
North Carolina
$11K
MCM
581
MV Capital Management
Maryland
$11K +$2.96K +16 +34%
MPWT
582
MassMutual Private Wealth & Trust
Connecticut
$11K +$4.63K +25 +68%
BIA
583
Bell Investment Advisors
California
$11K +$11.9K +64 New
GWS
584
Glassman Wealth Services
Virginia
$10K -$2.59K -14 -20%
EARNEST Partners
585
EARNEST Partners
Georgia
$10K
NIC
586
Northwest Investment Counselors
Oregon
$10K
JFA
587
JNBA Financial Advisors
Minnesota
$9K
VRM
588
Vectors Research Management
New York
$9K
GEA
589
Glen Eagle Advisors
New Jersey
$8.17K
GI
590
Gradient Investments
Minnesota
$8K -$3.15K -17 -27%
DWA
591
Delos Wealth Advisors
Texas
$8K
EA
592
Evolution Advisers
Virginia
$8K
LFG
593
Larson Financial Group
Missouri
$8K +$8.71K +47 New
EBA
594
Eagle Bay Advisors
New York
$7.17K +$7.78K +42 New
VCM
595
Vigilant Capital Management
Maine
$7K
AF
596
Advisornet Financial
Minnesota
$7K +$6.3K +34 +486%
ANBT
597
American National Bank & Trust
Texas
$6K
IBOK
598
Independence Bank of Kentucky
Kentucky
$6K +$6.67K +36 New
TWA
599
TCI Wealth Advisors
Arizona
$5K -$185 -1 -3%
HWA
600
HHM Wealth Advisors
Tennessee
$5K

EXR Hedge Fund Activity: Q2 2022 in Review

637 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2022, worth a combined $21.9B — down 16% from $26.1B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of EXR and 77 opened new positions — a net loss of 9 holders — while 231 trimmed existing stakes and 230 added.

The largest buyer was Zimmer Partners, adding an estimated $174M. The largest seller was Wellington Management Group, cutting an estimated $109M.

  • 637 institutional investors held Extra Space Storage (EXR) as of Q2 2022, down from 656 in Q1 2022.
  • Funds reported $21.9B of Extra Space Storage stock for Q2 2022, down 16% quarter-over-quarter.
  • 77 funds opened new Extra Space Storage positions in Q2 2022 and 86 closed out, a net change of -9 holders.
  • The largest Extra Space Storage buyer in Q2 2022 was Zimmer Partners, an estimated $174M added.
  • The largest Extra Space Storage seller in Q2 2022 was Wellington Management Group, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2022.