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Extra Space Storage

750 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, 253 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $9.45M

120% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 46

6% more funds holding

Funds holding: 707750 (+43)

5% more capital invested

Capital invested by funds: $30.5B → $32.1B (+$1.59B)

7% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 253

0.51% less ownership

Funds ownership: 98.23%97.72% (-0.51%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
750
Holders Change
+43
Holders Change %
+6.08%
% of All Funds
10.83%
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
253
Closed
46
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
276
Holocene Advisors
New York
$1.97M -$1.89M -12,931 -51%
NW
277
Naviter Wealth
Arkansas
$1.95M +$142K +972 +8%
PCM
278
Penserra Capital Management
California
$1.92M +$124K +848 +7%
SAM
279
Securian Asset Management
Minnesota
$1.87M -$51.2K -351 -3%
LSERS
280
Louisiana State Employees Retirement System
Louisiana
$1.86M -$43.7K -300 -2%
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$1.86M +$724K +4,969 +71%
CS
282
Candriam SCA
Luxembourg
$1.86M +$107K +732 +7%
TCM
283
Tran Capital Management
California
$1.85M
Wealth Enhancement Advisory Services
284
Wealth Enhancement Advisory Services
Minnesota
$1.82M +$598K +4,102 +54%
OCBCO
285
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.8M -$655K -4,490 -28%
PWA
286
Physician Wealth Advisors
Utah
$1.78M +$5.83K +40 +0.4%
KeyBank National Association
287
KeyBank National Association
Ohio
$1.78M -$219K -1,505 -12%
ASN
288
Advisory Services Network
Georgia
$1.77M -$37.2K -255 -2%
SCM
289
Shelton Capital Management
Colorado
$1.76M
HF
290
HRT Financial
New York
$1.76M +$872K +5,982 +112%
PFA
291
Pathway Financial Advisers
Indiana
$1.74M +$25.8K +177 +2%
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$1.73M +$1.36M +9,328 +506%
MWM
293
Modern Wealth Management
Kansas
$1.7M +$130K +891 +9%
SLAM
294
Swiss Life Asset Management
$1.68M -$279K -1,916 -15%
LSAG
295
Lake Street Advisors Group
New Hampshire
$1.67M +$6.27K +43 +0.4%
FWCM
296
Ferguson Wellman Capital Management
Oregon
$1.67M -$106K -730 -6%
CC
297
Courier Capital
New York
$1.67M -$149K -1,025 -9%
NMERB
298
New Mexico Educational Retirement Board
New Mexico
$1.65M
PS
299
Pensionfund Sabic
Netherlands
$1.64M
MFS
300
Mattson Financial Services
Michigan
$1.62M +$1.52M +10,418 New

EXR Hedge Fund Activity: Q2 2024 in Review

750 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2024, worth a combined $32.1B — up 5.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EXR positions and 46 closed out — a net gain of 55 holders — while 271 added to existing stakes and 253 trimmed.

The largest buyer was Capital World Investors, adding an estimated $489M. The largest seller was Cohen & Steers, cutting an estimated $280M.

  • 750 institutional investors held Extra Space Storage (EXR) as of Q2 2024, up from 707 in Q1 2024.
  • Funds reported $32.1B of Extra Space Storage stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 101 funds opened new Extra Space Storage positions in Q2 2024 and 46 closed out, a net change of +55 holders.
  • The largest Extra Space Storage buyer in Q2 2024 was Capital World Investors, an estimated $489M added.
  • The largest Extra Space Storage seller in Q2 2024 was Cohen & Steers, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2024.