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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.22B -$107M -708,058 -3%
Capital World Investors
2
Capital World Investors
California
$2.66B +$616M +4,096,408 +30%
BlackRock
3
BlackRock
New York
$2.02B -$35.2M -233,863 -2%
State Street
4
State Street
Massachusetts
$1.4B +$3.57M +23,698 +0.3%
Cohen & Steers
5
Cohen & Steers
New York
$834M +$159M +1,054,442 +23%
Principal Financial Group
6
Principal Financial Group
Iowa
$793M +$25.1M +166,625 +3%
Capital International Investors
7
Capital International Investors
California
$628M +$315M +2,094,409 +99%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$485M +$12.8M +84,872 +3%
AAMU
9
APG Asset Management US
New York
$399M +$4.8M +31,931 +1%
Norges Bank
10
Norges Bank
Norway
$396M +$7.74M +51,454 +2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$338M -$57M -379,038 -14%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$337M +$178M +1,184,087 +110%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$297M -$93M -618,331 -24%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$292M +$3.35M +22,268 +1%
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$284M +$45M +298,833 +19%
Northern Trust
16
Northern Trust
Illinois
$255M +$7.04M +46,797 +3%
Legal & General Group
17
Legal & General Group
United Kingdom
$245M +$1.88M +12,476 +0.8%
Bank of America
18
Bank of America
North Carolina
$227M -$21.4M -142,143 -9%
Charles Schwab
19
Charles Schwab
California
$202M +$3.23M +21,491 +2%
CIM
20
Centersquare Investment Management
Pennsylvania
$189M +$102M +674,874 +113%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$184M -$2.05M -13,601 -1%
N
22
Nuveen
North Carolina
$184M +$2.88M +19,158 +2%
UBS AM
23
UBS AM
Illinois
$179M
Morgan Stanley
24
Morgan Stanley
New York
$159M +$25.9M +172,338 +19%
PAMS
25
Pictet Asset Management (Switzerland)
Switzerland
$152M -$43.9M -291,629 -22%

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.