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Extra Space Storage
EXR

Overview Fund Activity

576 hedge funds and large institutions have $21.3B invested in Extra Space Storage in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 219 increasing their positions, 206 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
–
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
65
Increased
219
Reduced
206
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.66B
2
Capital International Investors
Capital International Investors
California
$628M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$337M
4
Cohen & Steers
Cohen & Steers
New York
$834M
5
Citadel Advisors
Citadel Advisors
Florida
$149M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$1.57M
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$297M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$338M
5
MHI
Miller Howard Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DS
601
DRW Securities
Illinois
– -$272K -1,668 Closed
SS
602
Simplicity Solutions
Minnesota
– -$271K -1,665 Closed
BFG
603
Bleakley Financial Group
New Jersey
– -$271K -1,665 Closed
CAGAS
604
Capital Advisory Group Advisory Services
Minnesota
– -$264K -1,620 Closed
Rockefeller Capital Management
605
Rockefeller Capital Management
New York
– -$247K -1,518 Closed
CG
606
Caprock Group
Idaho
– -$246K -1,510 Closed
DWA
607
Douglass Winthrop Advisors
New York
– -$244K -1,500 Closed
PFO
608
Pathstone Family Office
New Jersey
– -$242K -1,486 Closed
SI
609
Stephens Inc
Arkansas
– -$235K -1,444 Closed
EI
610
Ellevest Inc
New York
– -$233K -1,427 Closed
IC
611
IEQ Capital
California
– -$229K -1,405 Closed
MNBTD
612
Moody National Bank Trust Division
Texas
– -$225K -1,380 Closed
Assenagon Asset Management
613
Assenagon Asset Management
Luxembourg
– -$218K -1,340 Closed
BFS
614
Bradley Foster & Sargent
Connecticut
– -$216K -1,325 Closed
Baird Financial Group
615
Baird Financial Group
Wisconsin
– -$214K -1,311 Closed
FHC
616
First Heartland Consultants
Missouri
– -$214K -1,311 Closed
EPA
617
Element Pointe Advisors
Florida
– -$212K -1,303 Closed
Jacobs Levy Equity Management
618
Jacobs Levy Equity Management
New Jersey
– -$208K -1,278 Closed
LNWWM
619
Laird Norton Wetherby Wealth Management
California
– -$207K -1,269 Closed
SIMG
620
Sonora Investment Management Group
Arizona
– -$205K -1,256 Closed
HWAM
621
Hennion & Walsh Asset Management
New Jersey
– -$204K -1,251 Closed
AAM
622
Augustine Asset Management
Florida
– -$203K -1,248 Closed
BRWA
623
B. Riley Wealth Advisors
Florida
– -$203K -1,245 Closed
BAM
624
Belpointe Asset Management
Nevada
– -$201K -1,231 Closed
FCA
625
Fortis Capital Advisors
Kansas
– -$127K -777 Closed
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