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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
AACA
126
American Assets Capital Advisers
California
$9.53M -$78.5K -491 -0.8%
VLKIM
127
Van Lanschot Kempen Investment Management
Netherlands
$9.37M -$885K -5,535 -8%
MLL
128
Moody Lynn & Lieberson
Massachusetts
$8.79M -$789K -4,934 -8%
CWM
129
CIBC World Markets
New York
$8.68M +$340K +2,128 +4%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$8.58M -$2.4K -15 -0%
Fidelity International
131
Fidelity International
Bermuda
$8.52M -$1.32M -8,250 -12%
CM
132
Churchill Management
California
$8.4M -$309K -1,934 -3%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$7.74M -$350K -2,191 -4%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$7.73M +$35K +219 +0.4%
SAM
135
Storebrand Asset Management
Norway
$7.65M -$5.33M -33,342 -39%
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$7.59M – – –
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$7.55M +$7.77M +48,609 +1,830%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$7.48M +$7.39M +46,224 +1,002%
DSA
139
Davis Selected Advisers
Arizona
$7.41M – – –
Marshall Wace
140
Marshall Wace
United Kingdom
$7.14M +$7.45M +46,631 +2,467%
Victory Capital Management
141
Victory Capital Management
Texas
$7.13M -$25.1M -157,011 -76%
VanEck Associates
142
VanEck Associates
New York
$6.89M +$215K +1,345 +3%
AAF
143
Andra AP-fonden
Sweden
$6.86M +$927K +5,800 +14%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$6.34M -$3.67M -22,975 -35%
Tudor Investment Corp
145
Tudor Investment Corp
Connecticut
$6.33M +$6.66M +41,692 +3,200%
ProShare Advisors
146
ProShare Advisors
Maryland
$6.25M +$442K +2,765 +7%
Connor, Clark & Lunn Investment Management (CC&L)
147
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.11M +$6.01M +37,585 +960%
Jane Street
148
Jane Street
New York
$6.1M +$6.62M +41,430 New
Los Angeles Capital Management
149
Los Angeles Capital Management
California
$5.95M -$54.5M -340,821 -89%
JCM
150
Jacobsen Capital Management
Utah
$5.78M -$639 -4 -0%
4 5
6
7 8

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.