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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
TFS
601
TrustCore Financial Services
Tennessee
$5K
BWL
602
Bogart Wealth LLC
Virginia
$5K +$5.56K +30 New
CA
603
Crewe Advisors
Utah
$5K +$5.74K +31 New
TCOV
604
Trust Company of Vermont
Vermont
$5K +$5.93K +32 New
BWA
605
BDO Wealth Advisors
Florida
$4K
FMP
606
Financial Management Professionals
Texas
$4K +$185 +1 +4%
SBL
607
Sargent Bickham Lagudis
Colorado
$4K +$1.85K +10 +67%
CT
608
Cambridge Trust
Massachusetts
$4K +$4.63K +25 New
HIA
609
Harbor Investment Advisory
Maryland
$3K
IRC
610
Investors Research Corp
Georgia
$3K
WWM
611
Wolff Wiese Magana
California
$3K +$926 +5 +42%
FHA
612
First Horizon Advisors
Tennessee
$2K -$3.33K -18 -62%
FPS
613
Fieldpoint Private Securities
Connecticut
$2K -$926 -5 -33%
GKIM
614
GW&K Investment Management
Massachusetts
$2K -$185 -1 -8%
CWC
615
Carolinas Wealth Consulting
North Carolina
$2K
LPWM
616
Lake Point Wealth Management
Texas
$2K
Loomis, Sayles & Company
617
Loomis, Sayles & Company
Massachusetts
$2K
ZIG
618
Zullo Investment Group
Pennsylvania
$2K
QC
619
Quent Capital
New York
$2K +$1.67K +9 New
BC
620
Burleson & Co
California
$2K +$1.85K +10 New
HS
621
Horan Securities
United States
$2K +$2.22K +12 New
WWP
622
WR Wealth Planners
Missouri
$1.36K
EWA
623
EverSource Wealth Advisors
Alabama
$1K -$185 -1 -10%
AA
624
Addison Advisors
Vermont
$1K
CAC
625
Core Alternative Capital
Georgia
$1K

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.