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Extra Space Storage

768 hedge funds and large institutions have $36.9B invested in Extra Space Storage in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 278 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $62.3M | Put options by funds: $14.5M

39% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 61

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more capital invested

Capital invested by funds: $32.1B → $36.9B (+$4.79B)

2% more funds holding

Funds holding: 750768 (+18)

0.06% less ownership

Funds ownership: 97.72%97.67% (-0.06%)

5% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 278

Holders
768
Holders Change
+18
Holders Change %
+2.4%
% of All Funds
11.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
85
Increased
264
Reduced
278
Closed
61
Calls
$62.3M
Puts
$14.5M
Net Calls
+$47.8M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
251
Tower Research Capital (TRC)
New York
$2.8M -$705K -4,175 -21%
CB
252
Commerce Bank
Missouri
$2.79M -$160K -946 -6%
Nordea Investment Management
253
Nordea Investment Management
Sweden
$2.77M -$4.73K -28 -0.2%
SOAMC
254
Spirit of America Management Corp
New York
$2.75M
DEA
255
DoubleLine ETF Adviser
Florida
$2.72M +$2.55M +15,113 New
EI
256
Ethic Inc
New York
$2.71M -$46.4K -275 -1%
Truist Financial
257
Truist Financial
North Carolina
$2.67M -$3.3M -19,535 -57%
KRS
258
Kentucky Retirement Systems
Kentucky
$2.66M -$201K -1,191 -7%
Kayne Anderson Rudnick Investment Management
259
Kayne Anderson Rudnick Investment Management
California
$2.66M -$34.4K -204 -1%
JIC
260
Johnson Investment Counsel
Ohio
$2.65M +$34.6K +205 +1%
Cerity Partners
261
Cerity Partners
New York
$2.6M +$694K +4,114 +40%
AAF
262
Andra AP-fonden
Sweden
$2.54M +$2.38M +14,100 New
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$2.54M +$483K +2,863 +24%
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$2.51M -$119K -704 -5%
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$2.51M +$463K +2,746 +25%
CGH
266
Crossmark Global Holdings
Texas
$2.5M -$59.2K -351 -2%
PCM
267
Penserra Capital Management
California
$2.48M +$245K +1,449 +12%
Creative Planning
268
Creative Planning
Kansas
$2.48M -$2.38M -14,085 -51%
AAM
269
Advisors Asset Management
Colorado
$2.48M -$690K -4,087 -23%
MSU
270
Mizuho Securities USA
New York
$2.48M -$437K -2,587 -16%
IMPI
271
Ilmarinen Mutual Pension Insurance
Finland
$2.47M
HIMCH
272
Hartford Investment Management Co (HIMCO)
Connecticut
$2.41M -$36.1K -214 -2%
CS
273
Candriam SCA
Luxembourg
$2.39M +$225K +1,336 +11%
Pathstone Holdings
274
Pathstone Holdings
New Jersey
$2.35M +$25K +148 +1%
TI
275
Tidal Investments
Wisconsin
$2.28M +$546K +3,234 +34%

EXR Hedge Fund Activity: Q3 2024 in Review

768 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2024, worth a combined $36.9B — up 15% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EXR positions and 61 closed out — a net gain of 24 holders — while 264 added to existing stakes and 278 trimmed.

The largest buyer was Capital World Investors, adding an estimated $429M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 768 institutional investors held Extra Space Storage (EXR) as of Q3 2024, up from 750 in Q2 2024.
  • Funds reported $36.9B of Extra Space Storage stock for Q3 2024, up 15% quarter-over-quarter.
  • 85 funds opened new Extra Space Storage positions in Q3 2024 and 61 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q3 2024 was Capital World Investors, an estimated $429M added.
  • The largest Extra Space Storage seller in Q3 2024 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2024.