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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
IC
326
IEQ Capital
California
$1.44M +$586K +3,576 +59%
CC
327
Courier Capital
New York
$1.43M -$51K -311 -3%
Luther King Capital Management (LKCM)
328
Luther King Capital Management (LKCM)
Texas
$1.43M
IMCOOI
329
Investment Management Corp of Ontario (IMCO)
Canada
$1.43M +$423K +2,579 +37%
A
330
Allianz
Germany
$1.42M
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$1.41M -$46.7K -285 -3%
GM
332
GeoWealth Management
Illinois
$1.41M +$285K +1,740 +23%
NW
333
NewEdge Wealth
Pennsylvania
$1.39M +$186K +1,137 +14%
EAM
334
Erste Asset Management
Austria
$1.36M
PS
335
Pensionfund Sabic
Netherlands
$1.35M
MCM
336
McDonough Capital Management
Florida
$1.34M +$105K +639 +8%
UCFA
337
United Capital Financial Advisors
Texas
$1.34M -$137K -834 -9%
Lido Advisors
338
Lido Advisors
California
$1.34M +$776K +4,731 +113%
OAC
339
OMERS Administration Corp
Ontario, Canada
$1.32M +$245K +1,493 +20%
CM
340
Capital Management
Virginia
$1.32M
JWCA
341
J.W. Coons Advisors
Ohio
$1.32M -$8.36K -51 -0.6%
BAMF
342
BI Asset Management Fondsmaeglerselskab
Denmark
$1.31M +$559K +3,410 +64%
HW
343
Hancock Whitney
Mississippi
$1.3M -$1.15M -6,995 -45%
SYBT
344
Stock Yards Bank & Trust
Kentucky
$1.27M +$116K +709 +9%
SSA
345
Schonfeld Strategic Advisors
New York
$1.27M -$27.9M -169,907 -95%
VI
346
Versor Investments
New York
$1.25M +$630K +3,844 +85%
SF
347
Symphony Financial
Texas
$1.24M -$133K -814 -9%
CS
348
Capital Square
Tennessee
$1.24M +$6.56K +40 +0.5%
QC
349
Quadrature Capital
United Kingdom
$1.24M +$1.35M +8,260 New
CIG
350
Cascade Investment Group
Colorado
$1.2M -$33.1K -202 -2%

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.