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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
HIA
601
Harbor Investment Advisory
Maryland
$3K – – –
IRC
602
Investors Research Corp
Georgia
$3K – – –
WWM
603
Wolff Wiese Magana
California
$3K – – –
FGAM
604
Financial Gravity Asset Management
Texas
$2.29K +$523K +2,768 New
CWC
605
Carolinas Wealth Consulting
North Carolina
$2K – – –
FHA
606
First Horizon Advisors
Tennessee
$2K – – –
Loomis, Sayles & Company
607
Loomis, Sayles & Company
Massachusetts
$2K – – –
ZIG
608
Zullo Investment Group
Pennsylvania
$2K – – –
VCM
609
Versant Capital Management
Arizona
$2K +$1.14K +6 +150%
SIS
610
Sound Income Strategies
Florida
$2K +$1.89K +10 New
CYG
611
Clean Yield Group
Vermont
$2K +$2.65K +14 New
AWM
612
Abound Wealth Management
Tennessee
$1.56K +$1.7K +9 New
WWP
613
WR Wealth Planners
Missouri
$1.38K – – –
CFB
614
Cullen/Frost Bankers
Texas
$1K -$55.6K -294 -98%
AAP
615
Arax Advisory Partners
Colorado
$1K -$378 -2 -33%
AA
616
Addison Advisors
Vermont
$1K – – –
CAC
617
Core Alternative Capital
Georgia
$1K – – –
UFF
618
USA Financial Formulas
Michigan
$1K – – –
WTC
619
WhitTier Trust Company
Nevada
$1K – – –
NC
620
NewSquare Capital
Pennsylvania
$1K +$567 +3 New
AWM
621
Activest Wealth Management
Florida
$1K +$946 +5 New
AIP
622
Almanack Investment Partners
Pennsylvania
$1K +$946 +5 New
GC
623
Gould Capital
Washington
$1K +$946 +5 New
PFPT
624
Pinnacle Financial Partners (Tennessee)
Tennessee
$1K +$946 +5 New
CCM
625
Covington Capital Management
California
$1K +$1.32K +7 New
23 24
25
26 27

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.