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Extra Space Storage
EXR

Overview Fund Activity

626 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, 214 increasing their positions, 243 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
-9
Holders Change %
-1.42%
% 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
214
Reduced
243
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
$1.57B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$70.4M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$359M
4
Goldman Sachs
Goldman Sachs
New York
$171M
5
BA
Bridgewater Associates
Connecticut
$32.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$953M
2
ZP
Zimmer Partners
New York
$13M
3
BlackRock
BlackRock
New York
$2.38B
4
Ameriprise
Ameriprise
Minnesota
$374M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
601
Investors Research Corp
Georgia
$3K – – –
FGAM
602
Financial Gravity Asset Management
Texas
$2.29K +$2.29K +2,768 New
CWC
603
Carolinas Wealth Consulting
North Carolina
$2K – – –
Loomis, Sayles & Company
604
Loomis, Sayles & Company
Massachusetts
$2K – – –
FHA
605
First Horizon Advisors
Tennessee
$2K – – –
ZIG
606
Zullo Investment Group
Pennsylvania
$2K – – –
VCM
607
Versant Capital Management
Arizona
$2K +$1.2K +6 +150%
SIS
608
Sound Income Strategies
Florida
$2K +$2K +10 New
CYG
609
Clean Yield Group
Vermont
$2K +$2K +14 New
AWM
610
Abound Wealth Management
Tennessee
$1.56K +$1.56K +9 New
WWP
611
WR Wealth Planners
Missouri
$1.38K – – –
CFB
612
Cullen/Frost Bankers
Texas
$1K -$49K -294 -98%
AAP
613
Arax Advisory Partners
Colorado
$1K -$500 -2 -33%
UFF
614
USA Financial Formulas
Michigan
$1K – – –
WTC
615
WhitTier Trust Company
Nevada
$1K – – –
CAC
616
Core Alternative Capital
Georgia
$1K – – –
AA
617
Addison Advisors
Vermont
$1K – – –
NC
618
NewSquare Capital
Pennsylvania
$1K +$1K +3 New
AIP
619
Almanack Investment Partners
Pennsylvania
$1K +$1K +5 New
GC
620
Gould Capital
Washington
$1K +$1K +5 New
PFP
621
Pinnacle Financial Partners
Tennessee
$1K +$1K +5 New
AWM
622
Activest Wealth Management
Florida
$1K +$1K +5 New
CCM
623
Covington Capital Management
California
$1K +$1K +7 New
FSWA
624
Financial Synergies Wealth Advisors
Texas
$346 – – –
FHC
625
First Heartland Consultants
Missouri
$227 +$1 +4 +0.3%
23 24
25
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