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Extra Space Storage

578 hedge funds and large institutions have $21.3B invested in Extra Space Storage in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 207 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $7.14M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

6.97% more ownership

Funds ownership: 99%105.97% (+7%)

6% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 207

2% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 64

0% more funds holding

Funds holding: 578578 (0)

1% less capital invested

Capital invested by funds: $21.5B → $21.3B (-$186M)

Holders
578
Holders Change
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
65
Increased
220
Reduced
207
Closed
64
Calls
$18.5M
Puts
$7.14M
Net Calls
+$11.4M
Net Calls Change
-$111K
Name Holding Trade Value Shares
Change
Change in
Stake
PAI
151
Pittenger & Anderson Inc
Nebraska
$6.64M +$2.89M +19,200 +76%
Marshall Wace
152
Marshall Wace
United Kingdom
$6.22M +$1.44M +9,591 +30%
OMC
153
Old Mission Capital
Illinois
$6.07M +$6.13M +40,762 New
MYAM
154
Meiji Yasuda Asset Management
Japan
$6.03M -$68.2K -453 -1%
WBC
155
Westpac Banking Corp
Australia
$5.86M -$29.6M -196,574 -83%
JCM
156
Jacobsen Capital Management
Utah
$5.86M -$25.1K -167 -0.4%
GAM
157
Gotham Asset Management
New York
$5.85M +$1.21M +8,042 +26%
LMGAM
158
Liberty Mutual Group Asset Management
Massachusetts
$5.8M +$2.58M +17,175 +79%
LPL Financial
159
LPL Financial
California
$5.56M +$627K +4,167 +13%
SOMRS
160
State of Michigan Retirement System
Michigan
$5.53M -$211K -1,400 -4%
AIG
161
American International Group
New York
$5.51M +$70.1K +466 +1%
ASRS
162
Arizona State Retirement System
Arizona
$5.48M -$314K -2,090 -5%
AWM
163
Axxcess Wealth Management
California
$5.43M +$779K +5,175 +17%
SMDAM
164
Sumitomo Mitsui DS Asset Management
Japan
$5.42M +$94.6K +629 +2%
Aviva
165
Aviva
United Kingdom
$5.39M -$2.86K -19 -0.1%
Swedbank
166
Swedbank
Sweden
$5.27M +$77.5K +515 +1%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$5.26M -$3.13M -20,831 -37%
SG Americas Securities
168
SG Americas Securities
New York
$5.22M +$4.08M +27,123 +341%
MIM
169
MetLife Investment Management
New Jersey
$5.14M -$90K -598 -2%
ProShare Advisors
170
ProShare Advisors
Maryland
$5.02M -$155K -1,030 -3%
AB
171
Amalgamated Bank
New York
$5.01M -$173K -1,153 -3%
UIM
172
USS Investment Management
United Kingdom
$4.92M +$130K +863 +3%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$4.89M +$518K +3,440 +12%
SLAM
174
Swiss Life Asset Management
$4.79M -$458K -3,044 -9%
FCBT
175
First Citizens Bank & Trust
North Carolina
$4.77M +$1.03M +6,818 +27%

EXR Hedge Fund Activity: Q2 2023 in Review

578 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2023, worth a combined $21.3B — down 0.87% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new EXR positions and 64 closed out — a net gain of 1 holder — while 220 added to existing stakes and 207 trimmed.

The largest buyer was Capital World Investors, adding an estimated $616M. The largest seller was OFI Invest Asset Management, cutting an estimated $260M.

  • 578 institutional investors held Extra Space Storage (EXR) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $21.3B of Extra Space Storage stock for Q2 2023, down 0.87% quarter-over-quarter.
  • 65 funds opened new Extra Space Storage positions in Q2 2023 and 64 closed out, a net change of +1 holder.
  • The largest Extra Space Storage buyer in Q2 2023 was Capital World Investors, an estimated $616M added.
  • The largest Extra Space Storage seller in Q2 2023 was OFI Invest Asset Management, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2023.