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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
DIP
576
DT Investment Partners
Pennsylvania
$17.3K +$19.1K +142 New
NFSG
577
Newbridge Financial Services Group
Florida
$17K
HI
578
Harbour Investments
Wisconsin
$16.9K +$4.16K +31 +29%
BONH
579
Bank of New Hampshire
New Hampshire
$16.8K +$18.5K +138 New
GWSG
580
GPS Wealth Strategies Group
Colorado
$16.3K
FCA
581
FinTrust Capital Advisors
South Carolina
$15.2K
MCM
582
MV Capital Management
Maryland
$15.2K +$10.2K +76 +155%
SS
583
Sunbelt Securities
Texas
$13.8K +$14.9K +111 +5,550%
PWMG
584
Prestige Wealth Management Group
New Jersey
$13.5K +$2.15K +16 +17%
LS
585
Livforsakringsbolaget Skandia
Sweden
$12.2K
MTIC
586
Missouri Trust & Investment Company
Missouri
$12.2K
PA
587
PSI Advisors
Florida
$12.2K
LFA
588
LGT Financial Advisors
Texas
$12K +$13.3K +99 New
BAM
589
Byrne Asset Management
New Jersey
$12K
HWA
590
HHM Wealth Advisors
Tennessee
$10.1K
EARNEST Partners
591
EARNEST Partners
Georgia
$10.1K +$3.22K +24 +41%
TFGT
592
TS Financial Group (TSFG)
Illinois
$9K
RDIA
593
RE Dickinson Investment Advisors
Iowa
$8K
GKIM
594
GW&K Investment Management
Massachusetts
$8K +$1.75K +13 +23%
CWC
595
Carolinas Wealth Consulting
North Carolina
$7.87K +$8.46K +63 +485%
JWM
596
Janiczek Wealth Management
Colorado
$7.29K +$8.05K +60 New
GEA
597
Glen Eagle Advisors
New Jersey
$7.17K +$805 +6 +11%
AA
598
AlphaMark Advisors
Kentucky
$7K
MHR
599
Matthew Hamilton Rosenberg
$6.93K
BIA
600
Bell Investment Advisors
California
$6.57K -$4.56K -34 -39%

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.