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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
AA
651
AlphaCentric Advisors
Puerto Rico
– -$226K -1,308 Closed
EPA
652
Element Pointe Advisors
Florida
– -$225K -1,303 Closed
AAM
653
Augustine Asset Management
Florida
– -$220K -1,274 Closed
LNWWM
654
Laird Norton Wetherby Wealth Management
California
– -$214K -1,240 Closed
SIMG
655
Sonora Investment Management Group
Arizona
– -$209K -1,230 Closed
PCS
656
Personal CFO Solutions
New Jersey
– -$212K -1,227 Closed
HFM
657
Harvest Fund Management
China
– -$212K -1,226 Closed
FTDI
658
First Trust Direct Indexing
Massachusetts
– -$209K -1,213 Closed
Baird Financial Group
659
Baird Financial Group
Wisconsin
– -$207K -1,202 Closed
MC
660
Machina Capital
France
– -$207K -1,200 Closed
ZCA
661
Zeke Capital Advisors
Pennsylvania
– -$205K -1,182 Closed
NW
662
NewEdge Wealth
Pennsylvania
– -$203K -1,176 Closed
BFM
663
Boothbay Fund Management
New York
– -$201K -1,163 Closed
CWM
664
C2C Wealth Management
Arizona
– -$201K -1,122 Closed
MCM
665
Manchester Capital Management
Vermont
– -$165K -957 Closed
MAM
666
Meeder Asset Management
Ohio
– -$163K -941 Closed
SIM
667
Sentry Investment Management
Wisconsin
– -$153K -887 Closed
CF
668
Centaurus Financial
California
– -$147K -851 Closed
Acadian Asset Management
669
Acadian Asset Management
Massachusetts
– -$97K -563 Closed
VIA
670
Virtus Investment Advisers
Connecticut
– -$54K -311 Closed
MA
671
MUFG Americas
New York
– -$47K -273 Closed
SIC
672
SJS Investment Consulting
Ohio
– -$35K -201 Closed
EC
673
EdgeRock Capital
Colorado
– -$27K -154 Closed
CA
674
Clearstead Advisors
Ohio
– -$25K -146 Closed
GWSG
675
GPS Wealth Strategies Group
Colorado
– -$23K -133 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.