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Extra Space Storage

656 hedge funds and large institutions have $26.1B invested in Extra Space Storage in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 268 increasing their positions, 216 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 216

3% more funds holding

Funds holding: 640656 (+16)

0.61% less ownership

Funds ownership: 95.8%95.19% (-0.61%)

10% less capital invested

Capital invested by funds: $29B → $26.1B (-$2.83B)

38% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.3M

Holders
656
Holders Change
+16
Holders Change %
+2.5%
% of All Funds
10.35%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
89
Increased
268
Reduced
216
Closed
62
Calls
$28M
Puts
$45.3M
Net Calls
-$17.3M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.59B +$77.2M +388,156 +2%
BlackRock
2
BlackRock
New York
$3B -$116M -585,469 -4%
State Street
3
State Street
Massachusetts
$1.87B +$122M +612,842 +7%
Cohen & Steers
4
Cohen & Steers
New York
$1.24B +$45.2M +227,391 +4%
Principal Financial Group
5
Principal Financial Group
Iowa
$979M +$23.2M +116,729 +3%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$645M +$35.8M +179,873 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$631M +$14.4M +72,267 +2%
AAMU
8
APG Asset Management US
New York
$595M -$4.37M -21,984 -0.8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$514M -$25.3M -127,114 -5%
Ameriprise
10
Ameriprise
Minnesota
$513M -$44.8M -225,497 -8%
Northern Trust
11
Northern Trust
Illinois
$460M -$21.3M -107,075 -5%
Invesco
12
Invesco
Georgia
$429M +$70.2M +352,913 +20%
PAMS
13
Pictet Asset Management (Switzerland)
Switzerland
$422M +$75.4M +379,463 +23%
Norges Bank
14
Norges Bank
Norway
$405M +$6.08M +30,567 +2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$394M -$5.09M -25,579 -1%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$392M +$90.4M +454,573 +31%
Legal & General Group
17
Legal & General Group
United Kingdom
$344M +$9.68M +48,674 +3%
N
18
Nuveen
North Carolina
$302M +$18.4M +92,779 +6%
Charles Schwab
19
Charles Schwab
California
$270M +$6.36M +31,987 +2%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$253M -$50.8M -255,691 -17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$250M +$17.1M +85,925 +8%
APG Asset Management
22
APG Asset Management
Netherlands
$240M -$20.4M -102,830 -7%
UBS AM
23
UBS AM
Illinois
$240M -$2.69M -13,523 -1%
Bank of America
24
Bank of America
North Carolina
$237M -$370K -1,859 -0.2%
Capital World Investors
25
Capital World Investors
California
$203M -$196M -985,608 -50%

EXR Hedge Fund Activity: Q1 2022 in Review

656 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2022, worth a combined $26.1B — down 9.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EXR positions and 62 closed out — a net gain of 27 holders — while 268 added to existing stakes and 216 trimmed.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $144M. The largest seller was Deutsche Bank, cutting an estimated $331M.

  • 656 institutional investors held Extra Space Storage (EXR) as of Q1 2022, up from 640 in Q4 2021.
  • Funds reported $26.1B of Extra Space Storage stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 89 funds opened new Extra Space Storage positions in Q1 2022 and 62 closed out, a net change of +27 holders.
  • The largest Extra Space Storage buyer in Q1 2022 was Ceredex Value Advisors, an estimated $144M added.
  • The largest Extra Space Storage seller in Q1 2022 was Deutsche Bank, an estimated $331M sold.

Based on aggregated 13F filings for Q1 2022.