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Extra Space Storage
EXR

589 hedge funds and large institutions have $18.9B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 240 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 97.31% → 97.08% (-0.24%)

6% less funds holding

Funds holding: 628 → 589 (-39)

10% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $20.6M

16% less capital invested

Capital invested by funds: $22.5B → $18.9B (-$3.66B)

24% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 240

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
589
Holders Change
-39
Holders Change %
-6.21%
% of All Funds
9.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
75
Increased
182
Reduced
240
Closed
103
Calls
$18.6M
Puts
$20.6M
Net Calls
-$2.07M
Net Calls Change
+$7.08M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$634M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$400M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
4
CVA
Ceredex Value Advisors
Florida
+$61M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$54.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$295M
2
Cohen & Steers
Cohen & Steers
New York
-$146M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$128M
4
Invesco
Invesco
Georgia
-$126M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$90.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
626
IEQ Capital
California
– -$346K -2,006 Closed
CIM
627
Cambria Investment Management
California
– -$345K -2,000 Closed
PAG
628
Private Advisory Group
Washington
– -$326K -1,887 Closed
BRWA
629
B. Riley Wealth Advisors
Florida
– -$315K -1,823 Closed
OSAM
630
O'Shaughnessy Asset Management
Connecticut
– -$292K -1,691 Closed
QI
631
Qtron Investments
Massachusetts
– -$287K -1,661 Closed
IWA
632
IBEX Wealth Advisors
New Jersey
– -$286K -1,657 Closed
HIC
633
Holderness Investments Company
North Carolina
– -$285K -1,652 Closed
BFS
634
Bradley Foster & Sargent
Connecticut
– -$281K -1,627 Closed
I
635
INVST
Indiana
– -$269K -1,623 Closed
BIP
636
Blueprint Investment Partners
North Carolina
– -$272K -1,572 Closed
WFI
637
West Family Investments
California
– -$268K -1,554 Closed
DTL
638
Dynamic Technology Lab
Singapore
– -$261K -1,513 Closed
CFS
639
CRA Financial Services
New Jersey
– -$259K -1,500 Closed
CMI
640
Clare Market Investments
Texas
– -$250K -1,450 Closed
CM
641
Capula Management
Cayman Islands
– -$249K -1,440 Closed
QC
642
Quadrature Capital
United Kingdom
– -$241K -1,395 Closed
SFI
643
Siemens Fonds Invest
Germany
– -$240K -1,390 Closed
HWAM
644
Hennion & Walsh Asset Management
New Jersey
– -$240K -1,388 Closed
BL
645
Balentine LLC
Georgia
– -$238K -1,378 Closed
SACTSONJ
646
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
– -$233K -1,350 Closed
RIA
647
Realta Investment Advisors
Delaware
– -$231K -1,336 Closed
FAFN
648
First Affirmative Financial Network
Colorado
– -$229K -1,327 Closed
NP
649
Ninepoint Partners
Ontario, Canada
– -$228K -1,322 Closed
FHC
650
First Heartland Consultants
Missouri
– -$227 -1,319 Closed
24 25
26
27 28

EXR Hedge Fund Activity: Q4 2022 in Review

589 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2022, worth a combined $18.9B — down 16% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of EXR and 75 opened new positions — a net loss of 28 holders — while 240 trimmed existing stakes and 182 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was Ameriprise, cutting an estimated $295M.

  • 589 institutional investors held Extra Space Storage (EXR) as of Q4 2022, down from 628 in Q3 2022.
  • Funds reported $18.9B of Extra Space Storage stock for Q4 2022, down 16% quarter-over-quarter.
  • 75 funds opened new Extra Space Storage positions in Q4 2022 and 103 closed out, a net change of -28 holders.
  • The largest Extra Space Storage buyer in Q4 2022 was Capital World Investors, an estimated $634M added.
  • The largest Extra Space Storage seller in Q4 2022 was Ameriprise, an estimated $295M sold.

Based on aggregated 13F filings for Q4 2022.