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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
MCM
326
McDonough Capital Management
Florida
$1.5M +$46.4K +275 +3%
SVWAG
327
Sound View Wealth Advisors Group
Georgia
$1.5M +$284K +1,685 +25%
TC
328
TownSquare Capital
Utah
$1.49M +$330K +1,953 +31%
SLAM
329
Swiss Life Asset Management
$1.49M -$433K -2,564 -24%
CIG
330
Cascade Investment Group
Colorado
$1.49M -$30.4K -180 -2%
UOC
331
UBS O'Connor
Illinois
$1.47M -$2.9M -17,167 -68%
NW
332
NewEdge Wealth
Pennsylvania
$1.47M +$804K +4,761 +141%
CS
333
Capital Square
Tennessee
$1.46M +$80.7K +478 +6%
Aviva
334
Aviva
United Kingdom
$1.44M -$4.73K -28 -0.3%
HCM
335
Howard Capital Management
Georgia
$1.44M +$1.34M +7,965 New
SRL
336
Scientech Research LLC
New Jersey
$1.43M +$1.04M +6,149 +347%
SYBT
337
Stock Yards Bank & Trust
Kentucky
$1.4M -$128K -758 -9%
OAM
338
Oppenheimer Asset Management
New York
$1.4M -$161K -953 -11%
BBVA
339
Banco Bilbao Vizcaya Argentaria
Spain
$1.4M +$55.5K +329 +4%
MCM
340
MAI Capital Management
Ohio
$1.39M -$41.7K -247 -3%
MC
341
Machina Capital
France
$1.39M +$1.3M +7,708 New
GM
342
GeoWealth Management
Illinois
$1.39M -$38.5K -228 -3%
Holocene Advisors
343
Holocene Advisors
New York
$1.36M -$864K -5,121 -40%
NRD
344
Nebula Research & Development
New York
$1.34M +$1.26M +7,457 New
OAC
345
OMERS Administration Corp
Ontario, Canada
$1.33M -$1.7M -10,100 -58%
Janney Montgomery Scott
346
Janney Montgomery Scott
Pennsylvania
$1.31M -$7.93K -47 -0.6%
WS
347
Wedbush Securities
California
$1.31M +$2.19K +13 +0.2%
HIC
348
Hartline Investment Corp
Illinois
$1.26M
NIMI
349
Natixis Investment Managers International
France
$1.26M +$105K +620 +10%
IMCOOI
350
Investment Management Corp of Ontario (IMCO)
Canada
$1.25M +$371K +2,200 +46%

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.