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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
COPPSERS
201
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.51M +$128K +850 +4%
YCM
202
Yousif Capital Management
Michigan
$3.47M +$93.1K +619 +3%
CCM
203
Coldstream Capital Management
Washington
$3.46M -$7.82K -52 -0.2%
DnB Asset Management
204
DnB Asset Management
Norway
$3.43M -$165K -1,099 -5%
URS
205
Utah Retirement Systems
Utah
$3.4M -$105K -700 -3%
VRS
206
Virginia Retirement Systems
Virginia
$3.25M -$406K -2,700 -11%
CCM
207
Carderock Capital Management
Maryland
$3.2M +$150K +998 +5%
NYLIM
208
New York Life Investment Management
New York
$3.15M +$9.48K +63 +0.3%
CM
209
Cercano Management
Washington
$3.14M -$7.94M -52,765 -71%
Osaic Holdings
210
Osaic Holdings
Arizona
$3.14M +$1.14M +7,589 +56%
State of Tennessee, Department of Treasury
211
State of Tennessee, Department of Treasury
Tennessee
$3.07M -$3.11M -20,654 -50%
First Trust Advisors
212
First Trust Advisors
Illinois
$3.06M -$780K -5,185 -20%
M&T Bank
213
M&T Bank
New York
$3.06M +$45.9K +305 +2%
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$2.96M -$28.3K -188 -0.9%
US Bancorp
215
US Bancorp
Minnesota
$2.93M -$129K -858 -4%
BPCE
216
Bank Pictet & Cie (Europe)
Germany
$2.92M +$2.95M +19,619 New
MOACM
217
Mutual of America Capital Management
New York
$2.89M -$553K -3,678 -16%
PAG
218
Private Advisor Group
New Jersey
$2.87M +$2.9M +19,246 +1,546%
TYCC
219
Texas Yale Capital Corp
Florida
$2.83M +$77.9K +518 +3%
CG
220
Colony Group
Massachusetts
$2.81M -$13.7K -91 -0.5%
PGFC
221
Peapack-Gladstone Financial Corp
New Jersey
$2.74M +$112K +744 +4%
NB
222
Norinchukin Bank
Japan
$2.73M +$502K +3,337 +22%
X
223
Xponance
Pennsylvania
$2.72M -$72.7K -483 -3%
RJFSA
224
Raymond James Financial Services Advisors
Florida
$2.7M +$889K +5,912 +48%
CII
225
Capital International Inc
California
$2.67M +$2.39M +15,889 +770%

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.