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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
TFCM
276
Taylor Frigon Capital Management
Arizona
$2.24M -$63.1K -374 -3%
PA
277
Paralel Advisors
Colorado
$2.23M +$1.24M +7,350 +147%
EGM
278
Engineers Gate Manager
New York
$2.19M +$1.72M +10,205 +528%
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$2.15M -$704K -4,171 -26%
TCM
280
Tran Capital Management
California
$2.15M
LSERS
281
Louisiana State Employees Retirement System
Louisiana
$2.14M -$16.9K -100 -0.8%
RIM
282
Rakuten Investment Management
Japan
$2.13M +$505K +2,991 +33%
NW
283
Naviter Wealth
Arkansas
$2.12M -$134K -796 -6%
KeyBank National Association
284
KeyBank National Association
Ohio
$2.11M +$42K +249 +2%
MWM
285
Modern Wealth Management
Kansas
$2.1M +$121K +716 +7%
SAM
286
Securian Asset Management
Minnesota
$2.09M -$75.3K -446 -4%
Wealth Enhancement Advisory Services
287
Wealth Enhancement Advisory Services
Minnesota
$2.06M -$49.3K -292 -2%
PL
288
Perpetual Ltd
Australia
$2.04M -$703K -4,168 -27%
AWS
289
Atria Wealth Solutions
New York
$1.98M -$2.23M -13,191 -54%
BHCM
290
Brevan Howard Capital Management
Jersey
$1.97M +$1.21M +7,152 +190%
PWA
291
Physician Wealth Advisors
Utah
$1.92M +$72.7K +431 +4%
AAM
292
Azzad Asset Management
Virginia
$1.91M +$68.2K +404 +4%
FWCM
293
Ferguson Wellman Capital Management
Oregon
$1.9M -$32.2K -191 -2%
FBB
294
Fulton Breakefield Broenniman
Maryland
$1.9M -$10.3M -61,304 -85%
PS
295
Presima Securities
Quebec, Canada
$1.89M -$743K -4,400 -30%
Verition Fund Management
296
Verition Fund Management
Connecticut
$1.88M -$14.3M -84,802 -89%
NMERB
297
New Mexico Educational Retirement Board
New Mexico
$1.87M -$33.8K -200 -2%
AC
298
Allstate Corporation
Illinois
$1.83M -$1.54M -9,128 -47%
ClearBridge Investments
299
ClearBridge Investments
New York
$1.82M
MTC
300
Matrix Trust Company
Colorado
$1.81M +$559K +3,315 +49%

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.