We are live on ! Find out more
EXR icon

Extra Space Storage

713 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 219 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $27.9M

96% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 68

33% more capital invested

Capital invested by funds: $25.4B → $33.8B (+$8.42B)

9% more funds holding

Funds holding: 654713 (+59)

0.98% more ownership

Funds ownership: 99.02%100% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

19% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 269

Holders
713
Holders Change
+59
Holders Change %
+9.02%
% of All Funds
10.4%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
133
Increased
219
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
Shelton Capital Management
Colorado
$1.82M -$2.17M -17,100 -60%
NMERB
302
New Mexico Educational Retirement Board
New Mexico
$1.76M
MCM
303
MAI Capital Management
Ohio
$1.76M -$44.9K -353 -3%
O
304
Ossiam
France
$1.75M -$13.5M -105,841 -91%
Tudor Investment Corp
305
Tudor Investment Corp
Connecticut
$1.7M +$1.35M +10,594 New
QCM
306
Quantinno Capital Management
New York
$1.69M -$822K -6,466 -38%
AAM
307
Azzad Asset Management
Virginia
$1.67M +$402K +3,161 +44%
IG
308
ING Group
Netherlands
$1.64M +$305K +2,401 +31%
WC
309
Winmill & Co
New York
$1.61M
PWA
310
Physician Wealth Advisors
Utah
$1.59M +$4.83K +38 +0.4%
CS
311
Candriam SCA
Luxembourg
$1.58M +$106K +837 +9%
SYBT
312
Stock Yards Bank & Trust
Kentucky
$1.57M -$243K -1,914 -16%
PFC
313
Phocas Financial Corp
California
$1.56M -$265K -2,082 -18%
Luther King Capital Management (LKCM)
314
Luther King Capital Management (LKCM)
Texas
$1.55M -$14.1K -111 -1%
AWM
315
Apollon Wealth Management
South Carolina
$1.54M +$242K +1,903 +25%
Schroder Investment Management Group
316
Schroder Investment Management Group
United Kingdom
$1.53M +$128K +1,003 +12%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$1.51M -$415K -3,260 -26%
CIG
318
Cascade Investment Group
Colorado
$1.5M -$10.8K -85 -0.9%
NW
319
Naviter Wealth
Arkansas
$1.5M +$195K +1,531 +20%
OAM
320
Oppenheimer Asset Management
New York
$1.47M -$37.4K -294 -3%
UCFA
321
United Capital Financial Advisors
Texas
$1.46M +$128K +1,009 +13%
SF
322
Symphony Financial
Texas
$1.42M -$359K -2,826 -23%
TFCM
323
Taylor Frigon Capital Management
Arizona
$1.42M -$7.76K -61 -0.7%
CM
324
Capital Management
Virginia
$1.42M
BHCM
325
Brevan Howard Capital Management
Jersey
$1.4M +$1.11M +8,709 New

EXR Hedge Fund Activity: Q4 2023 in Review

713 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2023, worth a combined $33.8B — up 33% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXR positions and 68 closed out — a net gain of 65 holders — while 219 added to existing stakes and 269 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $262M. The largest seller was Capital World Investors, cutting an estimated $228M.

  • 713 institutional investors held Extra Space Storage (EXR) as of Q4 2023, up from 654 in Q3 2023.
  • Funds reported $33.8B of Extra Space Storage stock for Q4 2023, up 33% quarter-over-quarter.
  • 133 funds opened new Extra Space Storage positions in Q4 2023 and 68 closed out, a net change of +65 holders.
  • The largest Extra Space Storage buyer in Q4 2023 was Morgan Stanley, an estimated $262M added.
  • The largest Extra Space Storage seller in Q4 2023 was Capital World Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2023.