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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
ASN
301
Advisory Services Network
Georgia
$1.69M -$15.9K -97 -0.9%
PFA
302
Pathway Financial Advisers
Indiana
$1.68M -$329M -2,007,634 -99%
MSRPS
303
Maryland State Retirement & Pension System
Maryland
$1.67M -$128K -782 -7%
PWA
304
Physician Wealth Advisors
Utah
$1.66M -$19.7K -120 -1%
VI
305
Vestcor Inc
New Brunswick, Canada
$1.66M -$3M -18,307 -62%
AAM
306
Azzad Asset Management
Virginia
$1.65M +$69.4K +423 +4%
NIM
307
NEOS Investment Management
Connecticut
$1.63M +$407K +2,485 +29%
GCM
308
Greenland Capital Management
New York
$1.62M +$790K +4,816 +80%
LSAG
309
Lake Street Advisors Group
New Hampshire
$1.61M +$1.08M +6,612 +159%
SLAM
310
Swiss Life Asset Management
$1.61M +$412K +2,511 +30%
MTC
311
Matrix Trust Company
Colorado
$1.61M +$116K +710 +7%
CIS
312
Capital International Sarl
California
$1.6M +$323K +1,968 +23%
O
313
Ossiam
France
$1.6M +$299K +1,824 +21%
FWCM
314
Ferguson Wellman Capital Management
Oregon
$1.58M -$3.44K -21 -0.2%
EOJOAM
315
E. Ohman J:or Asset Management
Sweden
$1.57M +$328K +2,000 +24%
PS
316
Presima Securities
Quebec, Canada
$1.57M
Corient Private Wealth
317
Corient Private Wealth
Florida
$1.55M +$68.9K +420 +4%
FBB
318
Fulton Breakefield Broenniman
Maryland
$1.51M -$64.9K -396 -4%
TI
319
Tidal Investments
Wisconsin
$1.51M -$414K -2,525 -20%
NMERB
320
New Mexico Educational Retirement Board
New Mexico
$1.51M -$49.2K -300 -3%
ClearBridge Investments
321
ClearBridge Investments
New York
$1.51M
WC
322
Winmill & Co
New York
$1.5M
USCWA
323
U.S. Capital Wealth Advisors
Texas
$1.49M +$199K +1,213 +14%
TC
324
TownSquare Capital
Utah
$1.49M +$278K +1,693 +20%
BFA
325
Brown Financial Advisors
Ohio
$1.45M +$87.2K +532 +6%

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.