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Extra Space Storage
EXR

Overview Fund Activity

709 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 217 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+57
Holders Change %
+8.74%
% of All Funds
10.39%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
131
Increased
217
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$596M
2
Norges Bank
2
Norges Bank
Norway
$1.02B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$246M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$338M
5
Invesco
5
Invesco
Georgia
$378M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$3.16B
2
LPC
2
Long Pond Capital
New York
$0
3
Northern Trust
3
Northern Trust
Illinois
$335M
4
Citadel Advisors
4
Citadel Advisors
Florida
$25M
5
Capital International Investors
5
Capital International Investors
California
$586M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
351
J.W. Coons Advisors
Ohio
$1.13M +$21K +131 +2%
Wealth Enhancement Advisory Services
352
Wealth Enhancement Advisory Services
Minnesota
$1.13M -$334K -2,086 -23%
BBVA
353
Banco Bilbao Vizcaya Argentaria
Spain
$1.13M +$32.1K +200 +3%
AL
354
ACAS LLC
California
$1.11M -$1.56M -9,744 -59%
AFM
355
Anson Funds Management
Texas
$1.1M +$1.1M +6,865 New
CCM
356
Carderock Capital Management
Maryland
$1.09M +$1.09M +6,799 New
SVWAG
357
Sound View Wealth Advisors Group
Georgia
$1.08M -$322K -2,006 -23%
NMIMC
358
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M +$3.21K +20 +0.3%
AWA
359
Arkadios Wealth Advisors
Georgia
$1.06M +$310K +1,931 +41%
EWA
360
EP Wealth Advisors
California
$1.06M -$233K -1,454 -18%
MCM
361
McDonough Capital Management
Florida
$1.06M -$31.8K -199 -3%
Cerity Partners
362
Cerity Partners
New York
$1.05M +$338K +2,110 +47%
AWM
363
Adams Wealth Management
Utah
$1.04M -$92.2K -575 -8%
SPIA
364
Steward Partners Investment Advisory
New York
$1.04M +$78.6K +490 +8%
PIM
365
Penobscot Investment Management
Massachusetts
$1.03M -$330K -2,058 -24%
UOC
366
UBS O'Connor
Illinois
$1.01M -$12.6M -78,576 -93%
AIC
367
Archer Investment Corporation
Indiana
$1.01M – – –
DI
368
DFPG Investments
Utah
$986K – – –
CW
369
Connectus Wealth
Ohio
$980K – – –
Cetera Investment Advisers
370
Cetera Investment Advisers
Illinois
$961K +$142K +885 +17%
Credit Agricole
371
Credit Agricole
France
$958K +$640K +3,991 +201%
HFAS
372
Hummer Financial Advisory Services
Illinois
$938K – – –
TC
373
TownSquare Capital
Utah
$936K +$170K +1,063 +22%
MFGM
374
Marshall Financial Group (Maryland)
Maryland
$928K +$105K +654 +13%
Squarepoint
375
Squarepoint
New York
$918K -$1.26M -7,852 -58%
13 14
15
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