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Extra Space Storage

781 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 275 increasing their positions, 272 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $17M

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

2% more funds holding

Funds holding: 768781 (+13)

1% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 272

1.37% less ownership

Funds ownership: 97.67%96.29% (-1.4%)

17% less capital invested

Capital invested by funds: $36.9B → $30.5B (-$6.39B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
781
Holders Change
+13
Holders Change %
+1.69%
% of All Funds
10.29%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
98
Increased
275
Reduced
272
Closed
74
Calls
$22.6M
Puts
$17M
Net Calls
+$5.54M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
251
Mackenzie Financial
Ontario, Canada
$2.75M +$14.8K +90 +0.5%
OPERF
252
Oregon Public Employees Retirement Fund
Oregon
$2.72M +$10.8K +66 +0.4%
PDN
253
Pensionfund DSM Netherlands
Netherlands
$2.67M -$656K -4,000 -18%
VU
254
Vanderbilt University
Tennessee
$2.62M +$36.1K +220 +1%
SCM
255
Shelton Capital Management
Colorado
$2.59M +$58.4K +356 +2%
Cerity Partners
256
Cerity Partners
New York
$2.56M +$191K +1,163 +8%
LM
257
Lincluden Management
Ontario, Canada
$2.52M -$149K -908 -5%
GIBU
258
Gulf International Bank (UK)
United Kingdom
$2.47M -$28.2K -172 -1%
Nordea Investment Management
259
Nordea Investment Management
Sweden
$2.46M +$178K +1,085 +7%
LCM
260
Landscape Capital Management
New Jersey
$2.45M -$717K -4,373 -21%
Point72 Asset Management
261
Point72 Asset Management
Connecticut
$2.41M +$2.64M +16,107 New
Creative Planning
262
Creative Planning
Kansas
$2.36M +$323K +1,972 +14%
TRSOTSOK
263
Teachers Retirement System of the State of Kentucky
Kentucky
$2.35M -$218K -1,329 -8%
CB
264
Commerce Bank
Missouri
$2.35M +$29.4K +179 +1%
Wealth Enhancement Advisory Services
265
Wealth Enhancement Advisory Services
Minnesota
$2.34M +$686K +4,183 +37%
IIM
266
Intact Investment Management
Quebec, Canada
$2.33M
Mariner
267
Mariner
Kansas
$2.28M -$302K -1,839 -11%
DEA
268
DoubleLine ETF Adviser
Florida
$2.28M +$22.6K +138 +0.9%
Kayne Anderson Rudnick Investment Management
269
Kayne Anderson Rudnick Investment Management
California
$2.28M +$76.9K +469 +3%
JIC
270
Johnson Investment Counsel
Ohio
$2.25M +$58.9K +359 +2%
Holocene Advisors
271
Holocene Advisors
New York
$2.25M +$1.23M +7,491 +99%
CIBC Private Wealth Group
272
CIBC Private Wealth Group
Georgia
$2.23M +$190K +1,160 +8%
LCM
273
LRT Capital Management
Texas
$2.21M +$1.45M +8,829 +149%
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$2.19M -$29.8K -182 -1%
KRS
275
Kentucky Retirement Systems
Kentucky
$2.18M -$32.8K -200 -1%

EXR Hedge Fund Activity: Q4 2024 in Review

781 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2024, worth a combined $30.5B — down 17% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXR positions and 74 closed out — a net gain of 24 holders — while 275 added to existing stakes and 272 trimmed.

The largest buyer was Northern Trust, adding an estimated $154M. The largest seller was Pathway Financial Advisers, cutting an estimated $329M.

  • 781 institutional investors held Extra Space Storage (EXR) as of Q4 2024, up from 768 in Q3 2024.
  • Funds reported $30.5B of Extra Space Storage stock for Q4 2024, down 17% quarter-over-quarter.
  • 98 funds opened new Extra Space Storage positions in Q4 2024 and 74 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q4 2024 was Northern Trust, an estimated $154M added.
  • The largest Extra Space Storage seller in Q4 2024 was Pathway Financial Advisers, an estimated $329M sold.

Based on aggregated 13F filings for Q4 2024.