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Extra Space Storage
EXR

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: 10 → 12 (+2)

19% more capital invested

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

13% more funds holding

Funds holding: 578 → 654 (+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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.62B
2
BlackRock
BlackRock
New York
+$964M
3
Cohen & Steers
Cohen & Steers
New York
+$642M
4
State Street
State Street
Massachusetts
+$549M
5
Capital World Investors
Capital World Investors
California
+$483M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$83.9M
2
Millennium Management
Millennium Management
New York
-$75.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$69.4M
4
WCP
Waterfront Capital Partners
New York
-$65.3M
5
Renaissance Technologies
Renaissance Technologies
New York
-$52.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
626
Harbor Investment Advisory
Maryland
$2.31K – – –
IRC
627
Investors Research Corp
Georgia
$2.31K – – –
AFG
628
Albion Financial Group
Utah
$2.19K +$2.42K +18 New
FHA
629
First Horizon Advisors
Tennessee
$2.07K +$805 +6 +55%
CTA
630
Colonial Trust Advisors
South Carolina
$1.95K – – –
SCA
631
Stonebridge Capital Advisors
Minnesota
$1.95K +$2.15K +16 New
IHWM
632
Iron Horse Wealth Management
Iowa
$1.82K +$2.01K +15 New
HCM
633
Hollencrest Capital Management
California
$1.58K – – –
HCP
634
Hexagon Capital Partners
Arkansas
$1.46K +$1.61K +12 New
BWM
635
Baystate Wealth Management
Massachusetts
$1.37K +$1.48K +11 New
SIS
636
Sound Income Strategies
Florida
$1.22K – – –
TCA
637
Trifecta Capital Advisors
Illinois
$1.09K +$1.21K +9 New
CP
638
Castleview Partners
Texas
$1.09K +$1.21K +9 New
NC
639
NewSquare Capital
Pennsylvania
$1.09K +$1.21K +9 New
Loomis, Sayles & Company
640
Loomis, Sayles & Company
Massachusetts
$1K -$403 -3 -23%
CA
641
Centerpoint Advisors
Massachusetts
$1K – – –
NS
642
NBC Securities
Alabama
$1K +$1.75K +13 New
CTWM
643
Cherry Tree Wealth Management
Minnesota
$973 – – –
WWP
644
WR Wealth Planners
Missouri
$973 – – –
PCTC
645
Perkins Coie Trust Company
Washington
$972 +$1.07K +8 New
NSIM
646
North Star Investment Management
Illinois
$729 – – –
BF
647
BOK Financial
Oklahoma
$622 -$333K -2,480 -100%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
648
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$608 -$1.07M -8,008 -100%
AAP
649
Arax Advisory Partners
Colorado
$608 – – –
UFF
650
USA Financial Formulas
Michigan
$486 – – –
24 25
26
27 28

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.