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Extra Space Storage
EXR

589 hedge funds and large institutions have $18.9B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 240 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 97.31% → 97.08% (-0.24%)

6% less funds holding

Funds holding: 628 → 589 (-39)

10% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $20.6M

16% less capital invested

Capital invested by funds: $22.5B → $18.9B (-$3.66B)

24% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 240

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
589
Holders Change
-39
Holders Change %
-6.21%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
75
Increased
182
Reduced
240
Closed
103
Calls
$18.6M
Puts
$20.6M
Net Calls
-$2.07M
Net Calls Change
+$7.08M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$634M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$400M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
4
CVA
Ceredex Value Advisors
Florida
+$61M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$54.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$295M
2
Cohen & Steers
Cohen & Steers
New York
-$146M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$128M
4
Invesco
Invesco
Georgia
-$126M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$90.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
QT
601
Quantamental Technologies
New York
– -$1.86M -10,793 Closed
MWM
602
MinichMacGregor Wealth Management
New York
– -$1.85M -10,729 Closed
AI
603
Atria Investments
North Carolina
– -$1.75M -10,133 Closed
FC
604
FORA Capital
Florida
– -$1.74M -10,053 Closed
TPM
605
Triasima Portfolio Management
Quebec, Canada
– -$1.72M -9,978 Closed
Two Sigma Investments
606
Two Sigma Investments
New York
– -$1.57M -9,073 Closed
NWM
607
Nicola Wealth Management
British Columbia, Canada
– -$1.47M -8,500 Closed
AWM
608
Avitas Wealth Management
California
– -$1.4M -8,081 Closed
HIM
609
Hanlon Investment Management
New Jersey
– -$1.2M -6,955 Closed
QCM
610
Quantinno Capital Management
New York
– -$1.19M -6,913 Closed
Wolverine Trading
611
Wolverine Trading
Illinois
– -$960K -6,006 Closed
VEA
612
Virtus ETF Advisers
New York
– -$669K -3,873 Closed
JCIA
613
Jackson Creek Investment Advisors
Colorado
– -$609K -3,526 Closed
GDP
614
Great Diamond Partners
Maine
– -$554K -3,211 Closed
FGAM
615
Financial Gravity Asset Management
Texas
– -$2.29K -2,768 Closed
AIMCA
616
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$468K -2,712 Closed
ECM
617
Everence Capital Management
Indiana
– -$466K -2,700 Closed
VU
618
Vanderbilt University
Tennessee
– -$459K -2,657 Closed
MSFS
619
Main Street Financial Solutions
Pennsylvania
– -$420K -2,429 Closed
FIM
620
Freedom Investment Management
Connecticut
– -$385K -2,229 Closed
BCM
621
Brookstone Capital Management
Illinois
– -$370K -2,220 Closed
GI
622
GAMCO Investors
Connecticut
– -$380K -2,200 Closed
HBT
623
Heartland Bank & Trust
Illinois
– -$368K -2,130 Closed
SC
624
Schiavi & Co
Delaware
– -$364K -2,107 Closed
ECM
625
Element Capital Management
New York
– -$349K -2,021 Closed
23 24
25
26 27

EXR Hedge Fund Activity: Q4 2022 in Review

589 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2022, worth a combined $18.9B — down 16% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of EXR and 75 opened new positions — a net loss of 28 holders — while 240 trimmed existing stakes and 182 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was Ameriprise, cutting an estimated $295M.

  • 589 institutional investors held Extra Space Storage (EXR) as of Q4 2022, down from 628 in Q3 2022.
  • Funds reported $18.9B of Extra Space Storage stock for Q4 2022, down 16% quarter-over-quarter.
  • 75 funds opened new Extra Space Storage positions in Q4 2022 and 103 closed out, a net change of -28 holders.
  • The largest Extra Space Storage buyer in Q4 2022 was Capital World Investors, an estimated $634M added.
  • The largest Extra Space Storage seller in Q4 2022 was Ameriprise, an estimated $295M sold.

Based on aggregated 13F filings for Q4 2022.