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Extra Space Storage

654 hedge funds and large institutions have $25.4B invested in Extra Space Storage in 2023 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 360 increasing their positions, 93 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 93

123% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 65

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

19% more capital invested

Capital invested by funds: $21.3B → $25.4B (+$4.13B)

13% more funds holding

Funds holding: 578654 (+76)

6.95% less ownership

Funds ownership: 105.97%99.02% (-7%)

54% less call options, than puts

Call options by funds: $30M | Put options by funds: $64.9M

Holders
654
Holders Change
+76
Holders Change %
+13.15%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
145
Increased
360
Reduced
93
Closed
65
Calls
$30M
Puts
$64.9M
Net Calls
-$34.9M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
601
Gould Capital
Washington
$6.56K
NIC
602
Northwest Investment Counselors
Oregon
$6.44K
PMFA
603
Plante Moran Financial Advisors
Michigan
$6.2K +$6.85K +51 New
CIA
604
Cape Investment Advisory
Georgia
$6.19K
PWMG
605
Provence Wealth Management Group
California
$6.08K +$6.71K +50 New
EA
606
Evolution Advisers
Virginia
$6K
DWA
607
Delos Wealth Advisors
Texas
$5.79K
ANBT
608
American National Bank & Trust
Texas
$5.71K -$14.1K -105 -69%
CT
609
Colonial Trust
South Carolina
$5.37K +$3.62K +27 New
BAAM
610
Baker Avenue Asset Management
California
$5.35K -$2.28K -17 -28%
ADL
611
Asset Dedication LLC
California
$5K +$5.37K +40 +1,000%
VNA
612
Valley National Advisers
Pennsylvania
$5K +$5.37K +40 +800%
RTL
613
Red Tortoise LLC
Georgia
$4.99K +$3.49K +26 +173%
SL
614
Salomon & Ludwin
Virginia
$4.99K +$5.5K +41 New
IA
615
IFP Advisors
Florida
$4.74K -$24.7K -184 -83%
JPWM
616
Jamison Private Wealth Management
Georgia
$4.26K +$4.7K +35 New
TWC
617
TD Waterhouse Canada
Ontario, Canada
$3.98K +$3.49K +26 New
BWL
618
Bogart Wealth LLC
Virginia
$3.65K
CFB
619
Cullen/Frost Bankers
Texas
$3.65K
VCM
620
Versant Capital Management
Arizona
$3.65K +$3.22K +24 +400%
KFI
621
Key Financial Inc
Pennsylvania
$3.53K +$3.89K +29 New
EBA
622
Eagle Bay Advisors
New York
$3.32K -$1.48K -11 -29%
WWM
623
Wolff Wiese Magana
California
$3.28K +$1.34K +10 +59%
AWM
624
Abound Wealth Management
Tennessee
$2.68K +$134 +1 +5%
CSC
625
Caldwell Sutter Capital
California
$2.55K -$13.4K -100 -83%

EXR Hedge Fund Activity: Q3 2023 in Review

654 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2023, worth a combined $25.4B — up 19% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new EXR positions and 65 closed out — a net gain of 80 holders — while 360 added to existing stakes and 93 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.62B. The largest seller was Deutsche Bank, cutting an estimated $83.9M.

  • 654 institutional investors held Extra Space Storage (EXR) as of Q3 2023, up from 578 in Q2 2023.
  • Funds reported $25.4B of Extra Space Storage stock for Q3 2023, up 19% quarter-over-quarter.
  • 145 funds opened new Extra Space Storage positions in Q3 2023 and 65 closed out, a net change of +80 holders.
  • The largest Extra Space Storage buyer in Q3 2023 was Vanguard Group, an estimated $1.62B added.
  • The largest Extra Space Storage seller in Q3 2023 was Deutsche Bank, an estimated $83.9M sold.

Based on aggregated 13F filings for Q3 2023.