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Extra Space Storage
EXR

Overview Fund Activity

746 hedge funds and large institutions have $32.1B invested in Extra Space Storage in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 271 increasing their positions, 250 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
+44
Holders Change %
+6.27%
% of All Funds
10.85%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
101
Increased
271
Reduced
250
Closed
45
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.04B
2
Boston Partners
2
Boston Partners
Massachusetts
$419M
3
Citadel Advisors
3
Citadel Advisors
Florida
$89.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$478M
5
HCM
5
Hamlin Capital Management
New York
$82.3M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.36B
2
UBS AM
2
UBS AM
Illinois
$37.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$553M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$99.6M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
276
Naviter Wealth
Arkansas
$1.95M +$151K +972 +8%
PCM
277
Penserra Capital Management
California
$1.92M +$132K +848 +7%
SAM
278
Securian Asset Management
Minnesota
$1.87M -$54.5K -351 -3%
LSERS
279
Louisiana State Employees Retirement System
Louisiana
$1.86M -$46.6K -300 -2%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$1.86M +$772K +4,969 +71%
CS
281
Candriam SCA
Luxembourg
$1.86M +$114K +732 +7%
TCM
282
Tran Capital Management
California
$1.85M – – –
Wealth Enhancement Advisory Services
283
Wealth Enhancement Advisory Services
Minnesota
$1.82M +$638K +4,102 +54%
OCBCO
284
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.8M -$698K -4,490 -28%
PWA
285
Physician Wealth Advisors
Utah
$1.78M +$6.59K +40 +0.4%
KeyBank National Association
286
KeyBank National Association
Ohio
$1.78M -$234K -1,505 -12%
ASN
287
Advisory Services Network
Georgia
$1.77M -$39.6K -255 -2%
SCM
288
Shelton Capital Management
Colorado
$1.76M – – –
HF
289
HRT Financial
New York
$1.76M +$929K +5,982 +112%
PFA
290
Pathway Financial Advisers
Indiana
$1.74M +$27.4K +177 +2%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$1.73M +$1.44M +9,328 +506%
MWM
292
Modern Wealth Management
Kansas
$1.7M +$138K +891 +9%
LSAG
293
Lake Street Advisors Group
New Hampshire
$1.67M +$6.68K +43 +0.4%
FWCM
294
Ferguson Wellman Capital Management
Oregon
$1.67M -$113K -730 -6%
CC
295
Courier Capital
New York
$1.67M -$159K -1,025 -9%
NMERB
296
New Mexico Educational Retirement Board
New Mexico
$1.65M – – –
PS
297
Pensionfund Sabic
Netherlands
$1.64M – – –
MFS
298
Mattson Financial Services
Michigan
$1.62M +$1.62M +10,418 New
Cerity Partners
299
Cerity Partners
New York
$1.6M -$516K -3,323 -24%
BCM
300
Bayesian Capital Management
New York
$1.59M +$1.59M +10,253 New
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