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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
WC
301
Winmill & Co
New York
$1.81M
Corient Private Wealth
302
Corient Private Wealth
Florida
$1.8M -$478K -2,833 -22%
CC
303
Courier Capital
New York
$1.78M -$143K -846 -8%
ASN
304
Advisory Services Network
Georgia
$1.77M
UCFA
305
United Capital Financial Advisors
Texas
$1.76M +$123K +729 +8%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$1.75M -$37.1K -220 -2%
A
307
Allianz
Germany
$1.73M
Luther King Capital Management (LKCM)
308
Luther King Capital Management (LKCM)
Texas
$1.72M -$1.01K -6 -0.1%
Envestnet Portfolio Solutions
309
Envestnet Portfolio Solutions
Illinois
$1.7M +$8.27K +49 +0.5%
BFA
310
Brown Financial Advisors
Ohio
$1.65M +$630K +3,731 +69%
VA
311
Vident Advisory
Georgia
$1.64M +$171K +1,012 +13%
PS
312
Pensionfund Sabic
Netherlands
$1.63M -$253K -1,500 -14%
EAM
313
Erste Asset Management
Austria
$1.63M +$118K +700 +8%
JFG
314
Jefferies Financial Group
New York
$1.62M
PAM
315
Panagora Asset Management
Massachusetts
$1.62M -$169 -1 -0%
MFS
316
Mattson Financial Services
Michigan
$1.61M -$11.8K -70 -0.7%
JWCA
317
J.W. Coons Advisors
Ohio
$1.6M -$7.26K -43 -0.5%
CM
318
Capital Management
Virginia
$1.59M
O
319
Ossiam
France
$1.59M -$30.9K -183 -2%
SF
320
Symphony Financial
Texas
$1.59M -$38.8K -230 -2%
USCWA
321
U.S. Capital Wealth Advisors
Texas
$1.58M
CIS
322
Capital International Sarl
California
$1.58M +$483K +2,860 +49%
EOJOAM
323
E. Ohman J:or Asset Management
Sweden
$1.53M
NIM
324
NEOS Investment Management
Connecticut
$1.52M +$274K +1,624 +24%
GCM
325
Gallacher Capital Management
Colorado
$1.52M +$168K +997 +13%

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.