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Extra Space Storage

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: 1012 (+2)

19% more capital invested

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

13% more funds holding

Funds holding: 578654 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
701
MRA Advisory Group
New Jersey
-$217K -1,459 Closed
EP
702
Edgestream Partners
New Jersey
-$217K -1,455 Closed
MSFS
703
Main Street Financial Solutions
Pennsylvania
-$213K -1,431 Closed
NRD
704
Nebula Research & Development
New York
-$212K -1,421 Closed
MIM
705
Marco Investment Management
Georgia
-$207K -1,390 Closed
FWTB
706
First Western Trust Bank
Colorado
-$206K -1,387 Closed
SACTSONJ
707
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
-$201K -1,350 Closed
CMBA
708
C.M. Bidwell & Associates
Hawaii
-$129K -867 Closed
Simplex Trading
709
Simplex Trading
Illinois
-$79.1K -589 Closed
NICM
710
Neo Ivy Capital Management
New York
-$38K -252 Closed
SSG
711
Summit Securities Group
New York
-$26K -177 Closed
CFO
712
CVA Family Office
Colorado
-$24.6K -165 Closed
CFD
713
Creative Financial Designs
Indiana
-$22.9K -154 Closed
WP
714
WealthPLAN Partners
Nebraska
-$2.83K -19 Closed
AF
715
Advisornet Financial
Minnesota
-$1.04K -7 Closed
BG
716
Bollard Group
Massachusetts
-$1K -5 Closed
IFAM
717
Institutional & Family Asset Management
Colorado
-$149 -1 Closed
PVH
718
Psagot Value Holdings
Israel
+$268 +2 New
CAM
719
ClariVest Asset Management
California
+$537 +4 New

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.