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Extra Space Storage
EXR

628 hedge funds and large institutions have $22.5B invested in Extra Space Storage in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 244 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

1.69% more ownership

Funds ownership: 95.62% → 97.31% (+1.7%)

3% more capital invested

Capital invested by funds: $21.9B → $22.5B (+$650M)

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 637 → 628 (-9)

12% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 244

25% less call options, than puts

Call options by funds: $27M | Put options by funds: $36.1M

Holders
628
Holders Change
-9
Holders Change %
-1.41%
% of All Funds
10.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
67
Increased
215
Reduced
244
Closed
68
Calls
$27M
Puts
$36.1M
Net Calls
-$9.15M
Net Calls Change
-$8.91M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.45B
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$38.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$27.6M
4
Goldman Sachs
Goldman Sachs
New York
+$26M
5
BA
Bridgewater Associates
Connecticut
+$24.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$187M
2
ZP
Zimmer Partners
New York
-$173M
3
BlackRock
BlackRock
New York
-$84.2M
4
Ameriprise
Ameriprise
Minnesota
-$61.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EARNEST Partners
576
EARNEST Partners
Georgia
$10K – – –
HWA
577
HHM Wealth Advisors
Tennessee
$10K +$5.86K +31 +115%
AA
578
AlphaMark Advisors
Kentucky
$10K +$11.3K +60 New
GEA
579
Glen Eagle Advisors
New Jersey
$9.15K +$946 +5 +10%
NIC
580
Northwest Investment Counselors
Oregon
$9K -$1.51K -8 -13%
QC
581
Quent Capital
New York
$9K +$8.32K +44 +489%
DWA
582
Delos Wealth Advisors
Texas
$8K – – –
EA
583
Evolution Advisers
Virginia
$8K – – –
LFG
584
Larson Financial Group
Missouri
$8K – – –
AF
585
Advisornet Financial
Minnesota
$8K +$756 +4 +10%
ANBT
586
American National Bank & Trust
Texas
$8K +$2.46K +13 +39%
EBA
587
Eagle Bay Advisors
New York
$7K – – –
VCM
588
Vigilant Capital Management
Maine
$7K – – –
FMP
589
Financial Management Professionals
Texas
$7K +$3.03K +16 +62%
IBOK
590
Independence Bank of Kentucky
Kentucky
$6K – – –
TWA
591
TCI Wealth Advisors
Arizona
$6K – – –
TCOV
592
Trust Company of Vermont
Vermont
$6K – – –
BWL
593
Bogart Wealth LLC
Virginia
$5K – – –
CA
594
Crewe Advisors
Utah
$5K – – –
TFS
595
TrustCore Financial Services
Tennessee
$5K – – –
RCM
596
Raleigh Capital Management
North Carolina
$5K +$5.29K +28 New
BWA
597
BDO Wealth Advisors
Florida
$4K – – –
EWA
598
EverSource Wealth Advisors
Alabama
$4K +$2.65K +14 +156%
CAL
599
Capital Advisors Ltd
Ohio
$4K +$4.35K +23 New
SBL
600
Sargent Bickham Lagudis
Colorado
$3K -$1.89K -10 -40%
22 23
24
25 26

EXR Hedge Fund Activity: Q3 2022 in Review

628 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2022, worth a combined $22.5B — up 3% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of EXR and 67 opened new positions — a net loss of 1 holder — while 244 trimmed existing stakes and 215 added.

The largest buyer was Capital World Investors, adding an estimated $1.45B. The largest seller was Cohen & Steers, cutting an estimated $187M.

  • 628 institutional investors held Extra Space Storage (EXR) as of Q3 2022, down from 637 in Q2 2022.
  • Funds reported $22.5B of Extra Space Storage stock for Q3 2022, up 3% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q3 2022 and 68 closed out, a net change of -1 holder.
  • The largest Extra Space Storage buyer in Q3 2022 was Capital World Investors, an estimated $1.45B added.
  • The largest Extra Space Storage seller in Q3 2022 was Cohen & Steers, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2022.