We are live on ! Find out more
EXR icon

Extra Space Storage
EXR

628 hedge funds and large institutions have $22.5B invested in Extra Space Storage in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 244 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

1.69% more ownership

Funds ownership: 95.62% → 97.31% (+1.7%)

3% more capital invested

Capital invested by funds: $21.9B → $22.5B (+$650M)

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 637 → 628 (-9)

12% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 244

25% less call options, than puts

Call options by funds: $27M | Put options by funds: $36.1M

Holders
628
Holders Change
-9
Holders Change %
-1.41%
% of All Funds
10.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
67
Increased
215
Reduced
244
Closed
68
Calls
$27M
Puts
$36.1M
Net Calls
-$9.15M
Net Calls Change
-$8.91M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.45B
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$38.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$27.6M
4
Goldman Sachs
Goldman Sachs
New York
+$26M
5
BA
Bridgewater Associates
Connecticut
+$24.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$187M
2
ZP
Zimmer Partners
New York
-$173M
3
BlackRock
BlackRock
New York
-$84.2M
4
Ameriprise
Ameriprise
Minnesota
-$61.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
626
Financial Synergies Wealth Advisors
Texas
$346 – – –
FHC
627
First Heartland Consultants
Missouri
$227 +$756 +4 +0.3%
WIM
628
Westside Investment Management
California
$59 – – –
CGM
629
Capital Growth Management
Massachusetts
– -$6.8M -40,000 Closed
BCM
630
Bridgeway Capital Management
Texas
– -$5.96M -35,050 Closed
SAM
631
Synergy Asset Management
Washington
– -$5.18M -30,475 Closed
JF
632
Jump Financial
Illinois
– -$4.55M -26,749 Closed
IG
633
ING Group
Netherlands
– -$4.3M -25,269 Closed
PHK
634
Point72 Hong Kong
Hong Kong
– -$4.06M -23,843 Closed
EP
635
Edgestream Partners
New Jersey
– -$3M -17,620 Closed
CC
636
Cipher Capital
New York
– -$2.19M -12,885 Closed
1832 Asset Management
637
1832 Asset Management
Ontario, Canada
– -$2.15M -12,619 Closed
BAM
638
Blueshift Asset Management
New Jersey
– -$1.71M -10,055 Closed
MSRPS
639
Maryland State Retirement & Pension System
Maryland
– -$1.7M -9,993 Closed
Balyasny Asset Management
640
Balyasny Asset Management
Illinois
– -$1.8M -9,504 Closed
DF
641
Donoghue Forlines
Massachusetts
– -$1.55M -9,133 Closed
TCM
642
Twin Capital Management
Pennsylvania
– -$1.47M -8,620 Closed
SW
643
SteelPeak Wealth
California
– -$1.39M -8,187 Closed
PA
644
Paragon Advisors
Texas
– -$1.32M -7,790 Closed
QT
645
Quantbot Technologies
New York
– -$1.32M -7,745 Closed
EWA
646
EP Wealth Advisors
California
– -$1.15M -6,738 Closed
APP
647
Alpha Paradigm Partners
Illinois
– -$741K -4,355 Closed
Jane Street
648
Jane Street
New York
– -$817K -4,318 Closed
Twin Tree Management
649
Twin Tree Management
Texas
– -$792K -4,187 Closed
CL
650
CPWM LLC
Washington
– -$592K -3,478 Closed
24 25
26
27 28

EXR Hedge Fund Activity: Q3 2022 in Review

628 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2022, worth a combined $22.5B — up 3% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of EXR and 67 opened new positions — a net loss of 1 holder — while 244 trimmed existing stakes and 215 added.

The largest buyer was Capital World Investors, adding an estimated $1.45B. The largest seller was Cohen & Steers, cutting an estimated $187M.

  • 628 institutional investors held Extra Space Storage (EXR) as of Q3 2022, down from 637 in Q2 2022.
  • Funds reported $22.5B of Extra Space Storage stock for Q3 2022, up 3% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q3 2022 and 68 closed out, a net change of -1 holder.
  • The largest Extra Space Storage buyer in Q3 2022 was Capital World Investors, an estimated $1.45B added.
  • The largest Extra Space Storage seller in Q3 2022 was Cohen & Steers, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2022.