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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
CWM
601
Cranbrook Wealth Management
Michigan
$14K
PFS
602
Prospera Financial Services
Texas
$14K +$13.9K +70 New
GI
603
Gradient Investments
Minnesota
$13K -$1.79K -9 -13%
CWM
604
Curi Wealth Management
North Carolina
$13K
RDIA
605
RE Dickinson Investment Advisors
Iowa
$13K
TSW
606
Thompson Siegel & Walmsley
Virginia
$13K
NIC
607
Northwest Investment Counselors
Oregon
$13K +$1.59K +8 +15%
EARNEST Partners
608
EARNEST Partners
Georgia
$12K
JFA
609
JNBA Financial Advisors
Minnesota
$11K
VRM
610
Vectors Research Management
New York
$11K +$9.94K +50 +1,250%
SSG
611
Summit Securities Group
New York
$11K +$10.9K +55 New
MCM
612
MV Capital Management
Maryland
$10K -$398 -2 -4%
EA
613
Evolution Advisers
Virginia
$10K
GEA
614
Glen Eagle Advisors
New Jersey
$9.87K
DWA
615
Delos Wealth Advisors
Texas
$9K
VCM
616
Vigilant Capital Management
Maine
$9K
MPWT
617
MassMutual Private Wealth & Trust
Connecticut
$8K -$199 -1 -3%
T
618
TCWP
Ohio
$8K +$8.15K +41 New
ANBT
619
American National Bank & Trust
Texas
$7K +$6.56K +33 New
HCP
620
Hexagon Capital Partners
Arkansas
$7K +$6.96K +35 New
GRP
621
Global Retirement Partners
California
$7K +$7.95K +40 New
AS
622
Altshuler Shaham
Israel
$6K -$1.59K -8 -22%
TWA
623
TCI Wealth Advisors
Arizona
$6K
TFS
624
TrustCore Financial Services
Tennessee
$6K
FHA
625
First Horizon Advisors
Tennessee
$6K +$398 +2 +7%

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.