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Extra Space Storage

713 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 219 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $27.9M

96% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 68

33% more capital invested

Capital invested by funds: $25.4B → $33.8B (+$8.42B)

9% more funds holding

Funds holding: 654713 (+59)

0.98% more ownership

Funds ownership: 99.02%100% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

19% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 269

Holders
713
Holders Change
+59
Holders Change %
+9.02%
% of All Funds
10.4%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
133
Increased
219
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
226
Bank of Nova Scotia
Ontario, Canada
$4.23M +$824K +6,484 +33%
Holocene Advisors
227
Holocene Advisors
New York
$4.16M +$3.3M +25,931 New
CC
228
Courier Capital
New York
$4.14M -$266K -2,095 -8%
Janus Henderson Group
229
Janus Henderson Group
United Kingdom
$4.09M +$43.1K +339 +1%
Public Sector Pension Investment Board (PSP Investments)
230
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.06M -$2.26M -17,740 -41%
US Bancorp
231
US Bancorp
Minnesota
$3.93M -$523K -4,112 -14%
BCIM
232
British Columbia Investment Management
British Columbia, Canada
$3.9M +$648K +5,099 +27%
Balyasny Asset Management
233
Balyasny Asset Management
Illinois
$3.74M +$2.97M +23,323 New
ACM
234
Alta Capital Management
Utah
$3.7M +$962K +7,567 +49%
AWM
235
AE Wealth Management
Kansas
$3.61M +$2.26M +17,758 +264%
MGP
236
Metis Global Partners
California
$3.6M +$93.6K +736 +3%
LOIM
237
Liberty One Investment Management
Illinois
$3.54M +$2.81M +22,080 New
II
238
Inspire Investing
Idaho
$3.52M -$93.6K -736 -3%
AIM
239
Achmea Investment Management
Netherlands
$3.5M -$1.14M -8,934 -29%
CG
240
Castellan Group
Kentucky
$3.48M -$130K -1,026 -5%
PAG
241
Private Advisor Group
New Jersey
$3.46M -$23K -181 -0.8%
BFM
242
Boothbay Fund Management
New York
$3.42M -$175K -1,377 -6%
CM
243
Cercano Management
Washington
$3.38M
RJFSA
244
Raymond James Financial Services Advisors
Florida
$3.32M +$347K +2,730 +15%
GWMIA
245
Global Wealth Management Investment Advisory
Florida
$3.31M +$2.63M +20,653 New
Cambridge Investment Research Advisors
246
Cambridge Investment Research Advisors
Iowa
$3.31M +$94.7K +745 +4%
GCP
247
GSA Capital Partners
United Kingdom
$3.3M +$2.62M +20,610 New
PL
248
Perpetual Ltd
Australia
$3.15M -$64.6K -508 -3%
EI
249
Ethic Inc
New York
$3.12M +$185K +1,456 +8%
HW
250
Hancock Whitney
Mississippi
$3.11M -$816K -6,421 -25%

EXR Hedge Fund Activity: Q4 2023 in Review

713 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2023, worth a combined $33.8B — up 33% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXR positions and 68 closed out — a net gain of 65 holders — while 219 added to existing stakes and 269 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $262M. The largest seller was Capital World Investors, cutting an estimated $228M.

  • 713 institutional investors held Extra Space Storage (EXR) as of Q4 2023, up from 654 in Q3 2023.
  • Funds reported $33.8B of Extra Space Storage stock for Q4 2023, up 33% quarter-over-quarter.
  • 133 funds opened new Extra Space Storage positions in Q4 2023 and 68 closed out, a net change of +65 holders.
  • The largest Extra Space Storage buyer in Q4 2023 was Morgan Stanley, an estimated $262M added.
  • The largest Extra Space Storage seller in Q4 2023 was Capital World Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2023.