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Extra Space Storage

656 hedge funds and large institutions have $26.1B invested in Extra Space Storage in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 268 increasing their positions, 216 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 216

3% more funds holding

Funds holding: 640656 (+16)

0.61% less ownership

Funds ownership: 95.8%95.19% (-0.61%)

10% less capital invested

Capital invested by funds: $29B → $26.1B (-$2.83B)

38% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.3M

Holders
656
Holders Change
+16
Holders Change %
+2.5%
% of All Funds
10.35%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
89
Increased
268
Reduced
216
Closed
62
Calls
$28M
Puts
$45.3M
Net Calls
-$17.3M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
626
HHM Wealth Advisors
Tennessee
$6K +$5.37K +27 New
BWA
627
BDO Wealth Advisors
Florida
$5K
FMP
628
Financial Management Professionals
Texas
$5K +$398 +2 +9%
HIA
629
Harbor Investment Advisory
Maryland
$4K -$12.5K -63 -77%
IRC
630
Investors Research Corp
Georgia
$4K +$3.78K +19 New
ED
631
Exane Derivatives
France
$3.5K -$172K -865 -98%
FPS
632
Fieldpoint Private Securities
Connecticut
$3K -$994 -5 -25%
CWC
633
Carolinas Wealth Consulting
North Carolina
$3K
SBL
634
Sargent Bickham Lagudis
Colorado
$3K
TFO
635
Tarbox Family Office
California
$3K
GKIM
636
GW&K Investment Management
Massachusetts
$3K +$2.58K +13 New
Loomis, Sayles & Company
637
Loomis, Sayles & Company
Massachusetts
$2K -$35.4K -178 -94%
ZIG
638
Zullo Investment Group
Pennsylvania
$2K -$19.5K -98 -90%
WWM
639
Wolff Wiese Magana
California
$2K
EWA
640
EverSource Wealth Advisors
Alabama
$2K +$1.59K +8 +400%
LPWM
641
Lake Point Wealth Management
Texas
$2K +$1.99K +10 New
CIBC Private Wealth Group
642
CIBC Private Wealth Group
Georgia
$2K +$2.19K +11 New
WWP
643
WR Wealth Planners
Missouri
$1.65K +$1.59K +8 New
UFF
644
USA Financial Formulas
Michigan
$1K -$1.27M -6,392 -100%
STCOSD
645
Sageworth Trust Company of South Dakota
South Dakota
$1K -$4.37K -22 -81%
AA
646
Addison Advisors
Vermont
$1K
BA
647
Bivin & Associates
Oklahoma
$1K
CAC
648
Core Alternative Capital
Georgia
$1K
TSWM
649
Tyler-Stone Wealth Management
Ohio
$1K
VCM
650
Versant Capital Management
Arizona
$1K

EXR Hedge Fund Activity: Q1 2022 in Review

656 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2022, worth a combined $26.1B — down 9.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EXR positions and 62 closed out — a net gain of 27 holders — while 268 added to existing stakes and 216 trimmed.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $331M.

  • 656 institutional investors held Extra Space Storage (EXR) as of Q1 2022, up from 640 in Q4 2021.
  • Funds reported $26.1B of Extra Space Storage stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 89 funds opened new Extra Space Storage positions in Q1 2022 and 62 closed out, a net change of +27 holders.
  • The largest Extra Space Storage buyer in Q1 2022 was Ceredex Value Advisors, an estimated $144M added.
  • The largest Extra Space Storage seller in Q1 2022 was Deutsche Bank, an estimated $331M sold.

Based on aggregated 13F filings for Q1 2022.