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Extra Space Storage
EXR

589 hedge funds and large institutions have $18.9B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 240 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 97.31% → 97.08% (-0.24%)

6% less funds holding

Funds holding: 628 → 589 (-39)

10% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $20.6M

16% less capital invested

Capital invested by funds: $22.5B → $18.9B (-$3.66B)

24% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 240

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
589
Holders Change
-39
Holders Change %
-6.21%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
75
Increased
182
Reduced
240
Closed
103
Calls
$18.6M
Puts
$20.6M
Net Calls
-$2.07M
Net Calls Change
+$7.08M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$634M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$400M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
4
CVA
Ceredex Value Advisors
Florida
+$61M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$54.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$295M
2
Cohen & Steers
Cohen & Steers
New York
-$146M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$128M
4
Invesco
Invesco
Georgia
-$126M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$90.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
576
North Star Investment Management
Illinois
$883 +$959 +6 New
GC
577
Gould Capital
Washington
$736 – – –
CPG
578
Cornerstone Planning Group
New Jersey
$600 +$639 +4 New
AA
579
Addison Advisors
Vermont
$589 – – –
AAP
580
Arax Advisory Partners
Colorado
$589 – – –
MPCL
581
My Personal CFO LLC
Washington
$589 +$639 +4 New
EE
582
EWG Elevate
California
$442 +$479 +3 New
FSWA
583
Financial Synergies Wealth Advisors
Texas
$295 – – –
VCM
584
Versant Capital Management
Arizona
$294 -$1.28K -8 -80%
BWM
585
BerganKDV Wealth Management
Minnesota
$294 +$320 +2 New
DFCM
586
Dark Forest Capital Management
Puerto Rico
$147 +$160 +1 New
RCM
587
Raleigh Capital Management
North Carolina
$81 -$4.32K -27 -96%
WIM
588
Westside Investment Management
California
$50 – – –
MAM
589
Martingale Asset Management
Massachusetts
– -$24.4M -141,025 Closed
ZP
590
Zimmer Partners
New York
– -$13M -75,000 Closed
UOC
591
UBS O'Connor
Illinois
– -$12.4M -71,926 Closed
RGREA
592
Ranger Global Real Estate Advisors
Colorado
– -$32.8M -57,691 Closed
SFI
593
Susquehanna Fundamental Investments
Pennsylvania
– -$8.62M -49,896 Closed
Renaissance Technologies
594
Renaissance Technologies
New York
– -$7.81M -45,200 Closed
MNG
595
Manning & Napier Group
New York
– -$4.11M -23,810 Closed
ACA
596
Aptus Capital Advisors
Alabama
– -$3.25M -18,814 Closed
WAM
597
Wakefield Asset Management
Colorado
– -$2.58M -14,949 Closed
ACM
598
AlphaCrest Capital Management
New York
– -$2.09M -12,107 Closed
BWM
599
BNC Wealth Management
Oregon
– -$2.03M -11,749 Closed
LP
600
LMR Partners
United Kingdom
– -$1.92M -11,123 Closed
22 23
24
25 26

EXR Hedge Fund Activity: Q4 2022 in Review

589 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2022, worth a combined $18.9B — down 16% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of EXR and 75 opened new positions — a net loss of 28 holders — while 240 trimmed existing stakes and 182 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was Ameriprise, cutting an estimated $295M.

  • 589 institutional investors held Extra Space Storage (EXR) as of Q4 2022, down from 628 in Q3 2022.
  • Funds reported $18.9B of Extra Space Storage stock for Q4 2022, down 16% quarter-over-quarter.
  • 75 funds opened new Extra Space Storage positions in Q4 2022 and 103 closed out, a net change of -28 holders.
  • The largest Extra Space Storage buyer in Q4 2022 was Capital World Investors, an estimated $634M added.
  • The largest Extra Space Storage seller in Q4 2022 was Ameriprise, an estimated $295M sold.

Based on aggregated 13F filings for Q4 2022.