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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
EAM
326
Erste Asset Management
Austria
$1.38M +$292K +2,298 +37%
USCWA
327
U.S. Capital Wealth Advisors
Texas
$1.38M +$5.59K +44 +0.5%
EOJOAM
328
E. Ohman J:or Asset Management
Sweden
$1.36M +$636K +5,000 +143%
VA
329
Vident Advisory
Georgia
$1.35M -$58.7K -462 -5%
AIMCA
330
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.32M +$629K +4,950 +150%
Envestnet Portfolio Solutions
331
Envestnet Portfolio Solutions
Illinois
$1.3M +$7.5K +59 +0.7%
PS
332
Pensionfund Sabic
Netherlands
$1.29M
HIC
333
Hartline Investment Corp
Illinois
$1.29M -$11.8K -93 -1%
PCA
334
Pallas Capital Advisors
Massachusetts
$1.29M +$1.02M +8,026 New
Aviva
335
Aviva
United Kingdom
$1.27M -$6.23M -49,027 -86%
OAM
336
Ostrum Asset Management
France
$1.26M -$197K -1,547 -16%
Bessemer Group
337
Bessemer Group
New Jersey
$1.26M -$67.4K -530 -6%
AWS
338
Atria Wealth Solutions
New York
$1.25M +$632K +4,968 +177%
MML Investors Services
339
MML Investors Services
Massachusetts
$1.23M +$236K +1,855 +32%
KRSITF
340
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.21M -$15.5K -122 -2%
WS
341
Wedbush Securities
California
$1.19M -$47K -370 -5%
BCM
342
Brasada Capital Management
Texas
$1.19M -$337K -2,648 -26%
WPP
343
Whalerock Point Partners
Rhode Island
$1.19M +$127K +1,000 +16%
OIAM
344
OFI Invest Asset Management
France
$1.18M -$228K -1,794 -18%
GCM
345
Gallacher Capital Management
Colorado
$1.17M -$80.1K -630 -8%
CS
346
Capital Square
Tennessee
$1.17M -$42K -330 -4%
AI
347
Atria Investments
North Carolina
$1.16M +$924K +7,263 New
DIA
348
Dana Investment Advisors
Wisconsin
$1.16M -$9.41K -74 -1%
BCI
349
Brinker Capital Investments
Pennsylvania
$1.16M +$37.5K +295 +4%
OPS
350
Orion Portfolio Solutions
Nebraska
$1.16M +$37.5K +295 +4%

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.