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Extra Space Storage
EXR

Overview Fund Activity

652 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, 359 increasing their positions, 92 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+76
Holders Change %
+13.19%
% of All Funds
10.4%
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
359
Reduced
92
Closed
65
Calls
$30M
Puts
$64.9M
Net Calls
-$34.9M
Net Calls Change
-$46.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.1B
2
BlackRock
BlackRock
New York
$2.52B
3
Cohen & Steers
Cohen & Steers
New York
$1.26B
4
State Street
State Street
Massachusetts
$1.64B
5
Capital World Investors
Capital World Investors
California
$2.61B

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$42.9M
2
Millennium Management
Millennium Management
New York
$40.9M
3
WCP
Waterfront Capital Partners
New York
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$213M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
601
Plante Moran Financial Advisors
Michigan
$6.2K +$6.2K +51 New
CIA
602
Cape Investment Advisory
Georgia
$6.19K – – –
PWMG
603
Provence Wealth Management Group
California
$6.08K +$6.08K +50 New
EA
604
Evolution Advisers
Virginia
$6K – – –
DWA
605
Delos Wealth Advisors
Texas
$5.79K – – –
ANBT
606
American National Bank & Trust
Texas
$5.71K -$12.8K -105 -69%
CT
607
Colonial Trust
South Carolina
$5.37K +$5.37K +27 New
BAAM
608
Baker Avenue Asset Management
California
$5.35K -$2.07K -17 -28%
ADL
609
Asset Dedication LLC
California
$5K +$4.55K +40 +1,000%
VNA
610
Valley National Advisers
Pennsylvania
$5K +$4.44K +40 +800%
RTL
611
Red Tortoise LLC
Georgia
$4.99K +$3.16K +26 +173%
SL
612
Salomon & Ludwin
Virginia
$4.99K +$4.99K +41 New
IA
613
IFP Advisors
Florida
$4.74K -$22.4K -184 -83%
JPWM
614
Jamison Private Wealth Management
Georgia
$4.26K +$4.26K +35 New
TWC
615
TD Waterhouse Canada
Ontario, Canada
$3.98K +$3.98K +26 New
BWL
616
Bogart Wealth LLC
Virginia
$3.65K – – –
CFB
617
Cullen/Frost Bankers
Texas
$3.65K – – –
VCM
618
Versant Capital Management
Arizona
$3.65K +$2.92K +24 +400%
KFI
619
Key Financial Inc
Pennsylvania
$3.53K +$3.53K +29 New
EBA
620
Eagle Bay Advisors
New York
$3.32K -$1.35K -11 -29%
WWM
621
Wolff Wiese Magana
California
$3.28K +$1.22K +10 +59%
AWM
622
Abound Wealth Management
Tennessee
$2.68K +$122 +1 +5%
CSC
623
Caldwell Sutter Capital
California
$2.55K -$12.2K -100 -83%
HIA
624
Harbor Investment Advisory
Maryland
$2.31K – – –
IRC
625
Investors Research Corp
Georgia
$2.31K – – –
23 24
25
26 27