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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
CS
276
Candriam SCA
Luxembourg
$2.17M +$201K +1,228 +9%
VA
277
Vident Advisory
Georgia
$2.13M +$845K +5,155 +57%
Osaic Holdings
278
Osaic Holdings
Arizona
$2.11M -$1.52M -9,294 -36%
Truist Financial
279
Truist Financial
North Carolina
$2.08M -$157K -957 -6%
Pathstone Holdings
280
Pathstone Holdings
New Jersey
$2.07M +$131K +798 +6%
IMPI
281
Ilmarinen Mutual Pension Insurance
Finland
$2.05M
NW
282
Naviter Wealth
Arkansas
$2.03M +$292K +1,782 +15%
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
$2.02M -$68.9K -420 -3%
AWS
284
Atria Wealth Solutions
New York
$1.99M +$380K +2,317 +21%
HIMCH
285
Hartford Investment Management Co (HIMCO)
Connecticut
$1.96M -$41.7K -254 -2%
SOAMC
286
Spirit of America Management Corp
New York
$1.96M -$361K -2,200 -14%
CGH
287
Crossmark Global Holdings
Texas
$1.9M -$195K -1,189 -9%
RLH
288
RD Lewis Holdings
Florida
$1.89M +$1.99M +12,134 New
Envestnet Portfolio Solutions
289
Envestnet Portfolio Solutions
Illinois
$1.88M +$511K +3,117 +33%
GCM
290
Graham Capital Management
Connecticut
$1.85M +$2.03M +12,379 New
PA
291
Paralel Advisors
Colorado
$1.85M
TFCM
292
Taylor Frigon Capital Management
Arizona
$1.82M -$49.7K -303 -2%
Squarepoint
293
Squarepoint
New York
$1.81M +$1.05M +6,395 +112%
TCM
294
Tran Capital Management
California
$1.78M
Man Group
295
Man Group
United Kingdom
$1.76M -$965K -5,883 -33%
MWM
296
Modern Wealth Management
Kansas
$1.71M -$39K -238 -2%
LSERS
297
Louisiana State Employees Retirement System
Louisiana
$1.71M -$82K -500 -4%
SAM
298
Securian Asset Management
Minnesota
$1.7M -$36.1K -220 -2%
KeyBank National Association
299
KeyBank National Association
Ohio
$1.69M -$65.8K -401 -3%
AAM
300
Advisors Asset Management
Colorado
$1.69M -$407K -2,480 -18%

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.