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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 %
AFG
626
Albion Financial Group
Utah
$2.19K +$2.19K +18 New
FHA
627
First Horizon Advisors
Tennessee
$2.07K +$730 +6 +55%
CTA
628
Colonial Trust Advisors
South Carolina
$1.95K – – –
SCA
629
Stonebridge Capital Advisors
Minnesota
$1.95K +$1.95K +16 New
IHWM
630
Iron Horse Wealth Management
Iowa
$1.82K +$1.82K +15 New
HCM
631
Hollencrest Capital Management
California
$1.58K – – –
HCP
632
Hexagon Capital Partners
Arkansas
$1.46K +$1.46K +12 New
BWM
633
Baystate Wealth Management
Massachusetts
$1.37K +$1.37K +11 New
SIS
634
Sound Income Strategies
Florida
$1.22K – – –
TCA
635
Trifecta Capital Advisors
Illinois
$1.1K +$1.1K +9 New
CP
636
Castleview Partners
Texas
$1.09K +$1.09K +9 New
NC
637
NewSquare Capital
Pennsylvania
$1.09K +$1.09K +9 New
Loomis, Sayles & Company
638
Loomis, Sayles & Company
Massachusetts
$1K -$300 -3 -23%
CA
639
Centerpoint Advisors
Massachusetts
$1K – – –
NS
640
NBC Securities
Alabama
$1K +$1K +13 New
CTWM
641
Cherry Tree Wealth Management
Minnesota
$973 – – –
WWP
642
WR Wealth Planners
Missouri
$973 – – –
PCTC
643
Perkins Coie Trust Company
Washington
$972 +$972 +8 New
NSIM
644
North Star Investment Management
Illinois
$729 – – –
BF
645
BOK Financial
Oklahoma
$622 -$257K -2,480 -100%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
646
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$608 -$974K -8,008 -100%
AAP
647
Arax Advisory Partners
Colorado
$608 – – –
UFF
648
USA Financial Formulas
Michigan
$486 – – –
CPG
649
Cornerstone Planning Group
New Jersey
$243 +$243 +2 New
M
650
MOTCO
Texas
$122 -$3.42K -28 -97%
24 25
26
27 28