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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
EGM
651
Engineers Gate Manager
New York
– -$551K -3,239 Closed
WC
652
Wexford Capital
Florida
– -$527 -3,100 Closed
ETC
653
Exchange Traded Concepts
Oklahoma
– -$508K -2,989 Closed
Group One Trading
654
Group One Trading
Illinois
– -$538K -2,845 Closed
WP
655
WealthSource Partners
California
– -$477K -2,803 Closed
FRM
656
Fox Run Management
Connecticut
– -$455K -2,672 Closed
GCP
657
GSA Capital Partners
United Kingdom
– -$434K -2,549 Closed
FC
658
FCA Corp
Texas
– -$425K -2,500 Closed
ESCM
659
Echo Street Capital Management
New York
– -$400K -2,352 Closed
CA
660
Capitolis Advisors
New York
– -$367K -2,158 Closed
PAG
661
Private Advisor Group
New Jersey
– -$304K -1,789 Closed
Vontobel Holding
662
Vontobel Holding
Switzerland
– -$303K -1,781 Closed
SWP
663
Stratos Wealth Partners
Ohio
– -$287K -1,689 Closed
William Blair & Company
664
William Blair & Company
Illinois
– -$275K -1,619 Closed
KFA
665
Krane Funds Advisors
New York
– -$271K -1,594 Closed
WJA
666
Willis Johnson & Associates
Texas
– -$245K -1,440 Closed
AG
667
Ascent Group
Virginia
– -$264K -1,393 Closed
GVAG
668
Great Valley Advisor Group
Delaware
– -$223K -1,311 Closed
SPC
669
Sigma Planning Corp
Michigan
– -$219K -1,288 Closed
IAA
670
Independent Advisor Alliance
North Carolina
– -$219K -1,286 Closed
CA
671
Cetera Advisors
Colorado
– -$213K -1,251 Closed
FA
672
FDx Advisors
Illinois
– -$212K -1,246 Closed
CC
673
Centiva Capital
New York
– -$209K -1,230 Closed
FG
674
Fiduciary Group
Georgia
– -$242K -1,168 Closed
WAM
675
Wolverine Asset Management
Illinois
– -$121K -716 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.