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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
Cerity Partners
301
Cerity Partners
New York
$1.6M -$484K -3,323 -24%
BCM
302
Bayesian Capital Management
New York
$1.59M +$1.49M +10,253 New
AAM
303
Azzad Asset Management
Virginia
$1.58M -$94.5K -648 -6%
ClearBridge Investments
304
ClearBridge Investments
New York
$1.57M -$20.7M -142,268 -93%
WC
305
Winmill & Co
New York
$1.56M
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$1.55M +$19K +130 +1%
XT
307
XTX Topco
Cayman Islands
$1.54M +$1.44M +9,884 New
A
308
Allianz
Germany
$1.49M
Luther King Capital Management (LKCM)
309
Luther King Capital Management (LKCM)
Texas
$1.48M +$14.1K +97 +1%
TI
310
Tidal Investments
Wisconsin
$1.46M -$519K -3,561 -27%
Envestnet Portfolio Solutions
311
Envestnet Portfolio Solutions
Illinois
$1.46M +$68.2K +468 +5%
SF
312
Symphony Financial
Texas
$1.43M -$95.6K -656 -7%
FRM
313
Fox Run Management
Connecticut
$1.42M +$1.33M +9,118 New
UCFA
314
United Capital Financial Advisors
Texas
$1.41M +$21.4K +147 +2%
RIM
315
Rakuten Investment Management
Japan
$1.4M +$486K +3,332 +59%
O
316
Ossiam
France
$1.4M +$241K +1,656 +22%
JFG
317
Jefferies Financial Group
New York
$1.4M +$1.31M +9,000 New
PAM
318
Panagora Asset Management
Massachusetts
$1.4M -$589K -4,040 -31%
JWCA
319
J.W. Coons Advisors
Ohio
$1.39M +$311K +2,132 +31%
CM
320
Capital Management
Virginia
$1.38M
USCWA
321
U.S. Capital Wealth Advisors
Texas
$1.36M +$57K +391 +5%
OAM
322
Oppenheimer Asset Management
New York
$1.35M -$23.5K -161 -2%
SWS
323
SYSTM Wealth Solutions
Illinois
$1.34M +$1.08M +7,442 +636%
SYBT
324
Stock Yards Bank & Trust
Kentucky
$1.33M -$94K -645 -7%
EAM
325
Erste Asset Management
Austria
$1.32M

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.