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Extra Space Storage

578 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, 220 increasing their positions, 207 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $7.14M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

6.97% more ownership

Funds ownership: 99%105.97% (+7%)

6% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 207

2% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 64

0% more funds holding

Funds holding: 578578 (0)

1% less capital invested

Capital invested by funds: $21.5B → $21.3B (-$186M)

Holders
578
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
220
Reduced
207
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K
Name Holding Trade Value Shares
Change
Change in
Stake
PMA
601
Prudent Man Advisors
Illinois
-$309K -1,897 Closed
AG
602
Appleton Group
Wisconsin
-$291K -1,787 Closed
DS
603
DRW Securities
Illinois
-$272K -1,668 Closed
BFG
604
Bleakley Financial Group
New Jersey
-$271K -1,665 Closed
SS
605
Simplicity Solutions
Minnesota
-$271K -1,665 Closed
CAGAS
606
Capital Advisory Group Advisory Services
Minnesota
-$264K -1,620 Closed
Rockefeller Capital Management
607
Rockefeller Capital Management
New York
-$247K -1,518 Closed
CG
608
Caprock Group
Idaho
-$246K -1,510 Closed
DWA
609
Douglass Winthrop Advisors
New York
-$244K -1,500 Closed
PFO
610
Pathstone Family Office
New Jersey
-$242K -1,486 Closed
SI
611
Stephens Inc
Arkansas
-$235K -1,444 Closed
EI
612
Ellevest Inc
New York
-$233K -1,427 Closed
IC
613
IEQ Capital
California
-$229K -1,405 Closed
MNBTD
614
Moody National Bank Trust Division
Texas
-$225K -1,380 Closed
Assenagon Asset Management
615
Assenagon Asset Management
Luxembourg
-$218K -1,340 Closed
BFS
616
Bradley Foster & Sargent
Connecticut
-$216K -1,325 Closed
Baird Financial Group
617
Baird Financial Group
Wisconsin
-$214K -1,311 Closed
FHC
618
First Heartland Consultants
Missouri
-$214K -1,311 Closed
EPA
619
Element Pointe Advisors
Florida
-$212K -1,303 Closed
Jacobs Levy Equity Management
620
Jacobs Levy Equity Management
New Jersey
-$208K -1,278 Closed
LNWWM
621
Laird Norton Wetherby Wealth Management
California
-$207K -1,269 Closed
SIMG
622
Sonora Investment Management Group
Arizona
-$205K -1,256 Closed
HWAM
623
Hennion & Walsh Asset Management
New Jersey
-$204K -1,251 Closed
AAM
624
Augustine Asset Management
Florida
-$203K -1,248 Closed
BRWA
625
B. Riley Wealth Advisors
Florida
-$203K -1,245 Closed

EXR Hedge Fund Activity: Q2 2023 in Review

578 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2023, worth a combined $21.3B — down 0.87% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new EXR positions and 64 closed out — a net gain of 1 holder — while 220 added to existing stakes and 207 trimmed.

The largest buyer was Capital World Investors, adding an estimated $616M. The largest seller was OFI Invest Asset Management, cutting an estimated $260M.

  • 578 institutional investors held Extra Space Storage (EXR) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $21.3B of Extra Space Storage stock for Q2 2023, down 0.87% quarter-over-quarter.
  • 65 funds opened new Extra Space Storage positions in Q2 2023 and 64 closed out, a net change of +1 holder.
  • The largest Extra Space Storage buyer in Q2 2023 was Capital World Investors, an estimated $616M added.
  • The largest Extra Space Storage seller in Q2 2023 was OFI Invest Asset Management, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2023.