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Extra Space Storage

654 hedge funds and large institutions have $25.4B invested in Extra Space Storage in 2023 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 360 increasing their positions, 93 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 93

123% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 65

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

19% more capital invested

Capital invested by funds: $21.3B → $25.4B (+$4.13B)

13% more funds holding

Funds holding: 578654 (+76)

6.95% less ownership

Funds ownership: 105.97%99.02% (-7%)

54% less call options, than puts

Call options by funds: $30M | Put options by funds: $64.9M

Holders
654
Holders Change
+76
Holders Change %
+13.15%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
145
Increased
360
Reduced
93
Closed
65
Calls
$30M
Puts
$64.9M
Net Calls
-$34.9M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.1B +$1.62B +12,055,172 +56%
Capital World Investors
2
Capital World Investors
California
$2.61B +$483M +3,600,612 +20%
BlackRock
3
BlackRock
New York
$2.52B +$964M +7,182,052 +53%
State Street
4
State Street
Massachusetts
$1.64B +$549M +4,088,119 +43%
Cohen & Steers
5
Cohen & Steers
New York
$1.26B +$642M +4,782,795 +85%
Principal Financial Group
6
Principal Financial Group
Iowa
$791M +$158M +1,178,760 +22%
Norges Bank
7
Norges Bank
Norway
$667M +$379M +2,822,774 +106%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$628M +$256M +1,908,773 +58%
Capital International Investors
9
Capital International Investors
California
$513M +$289K +2,154 +0.1%
JP Morgan Chase
10
JP Morgan Chase
New York
$407M +$385M +2,867,657 +600%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$373M +$148M +1,106,099 +56%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$369M +$102M +763,493 +34%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$368M +$292M +2,177,253 +257%
CIM
14
Centersquare Investment Management
Pennsylvania
$355M +$221M +1,648,343 +130%
AAMU
15
APG Asset Management US
New York
$354M +$31.7M +236,170 +9%
Northern Trust
16
Northern Trust
Illinois
$331M +$136M +1,014,041 +59%
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$306M +$81.4M +606,634 +32%
Legal & General Group
18
Legal & General Group
United Kingdom
$292M +$102M +756,363 +46%
Charles Schwab
19
Charles Schwab
California
$261M +$106M +786,658 +58%
Goldman Sachs
20
Goldman Sachs
New York
$257M +$152M +1,130,737 +115%
UBS AM
21
UBS AM
Illinois
$214M +$88.8M +661,351 +60%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$213M +$69.5M +517,624 +42%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$213M -$69.4M -516,613 -23%
Invesco
24
Invesco
Georgia
$211M +$110M +817,521 +89%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$208M -$38M -282,817 -14%

EXR Hedge Fund Activity: Q3 2023 in Review

654 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2023, worth a combined $25.4B — up 19% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new EXR positions and 65 closed out — a net gain of 80 holders — while 360 added to existing stakes and 93 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.62B. The largest seller was Deutsche Bank, cutting an estimated $83.9M.

  • 654 institutional investors held Extra Space Storage (EXR) as of Q3 2023, up from 578 in Q2 2023.
  • Funds reported $25.4B of Extra Space Storage stock for Q3 2023, up 19% quarter-over-quarter.
  • 145 funds opened new Extra Space Storage positions in Q3 2023 and 65 closed out, a net change of +80 holders.
  • The largest Extra Space Storage buyer in Q3 2023 was Vanguard Group, an estimated $1.62B added.
  • The largest Extra Space Storage seller in Q3 2023 was Deutsche Bank, an estimated $83.9M sold.

Based on aggregated 13F filings for Q3 2023.