We are live on ! Find out more
EXR icon

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
PP
351
Prudential plc
United Kingdom
$1.16M +$194K +1,523 +27%
VI
352
Vestcor Inc
New Brunswick, Canada
$1.15M -$19.5K -153 -2%
JWCA
353
J.W. Coons Advisors
Ohio
$1.13M +$16.7K +131 +2%
Wealth Enhancement Advisory Services
354
Wealth Enhancement Advisory Services
Minnesota
$1.13M -$265K -2,086 -23%
BBVA
355
Banco Bilbao Vizcaya Argentaria
Spain
$1.13M +$25.4K +200 +3%
AL
356
ACAS LLC
California
$1.11M -$1.24M -9,744 -59%
AFM
357
Anson Funds Management
Texas
$1.1M +$873K +6,865 New
CCM
358
Carderock Capital Management
Maryland
$1.09M +$865K +6,799 New
SVWAG
359
Sound View Wealth Advisors Group
Georgia
$1.08M -$255K -2,006 -23%
NMIMC
360
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M +$2.54K +20 +0.3%
AWA
361
Arkadios Wealth Advisors
Georgia
$1.06M +$246K +1,931 +41%
EWA
362
EP Wealth Advisors
California
$1.06M -$185K -1,454 -18%
MCM
363
McDonough Capital Management
Florida
$1.06M -$25.3K -199 -3%
Cerity Partners
364
Cerity Partners
New York
$1.05M +$268K +2,110 +47%
AWM
365
Adams Wealth Management
Utah
$1.04M -$73.1K -575 -8%
SPIA
366
Steward Partners Investment Advisory
New York
$1.04M +$62.3K +490 +8%
PIM
367
Penobscot Investment Management
Massachusetts
$1.03M -$262K -2,058 -24%
UOC
368
UBS O'Connor
Illinois
$1.01M -$9.99M -78,576 -93%
AIC
369
Archer Investment Corporation
Indiana
$1.01M
DI
370
DFPG Investments
Utah
$986K
CW
371
Connectus Wealth
Ohio
$980K
Cetera Investment Advisers
372
Cetera Investment Advisers
Illinois
$961K +$113K +885 +17%
Credit Agricole
373
Credit Agricole
France
$958K +$507K +3,991 +201%
HFAS
374
Hummer Financial Advisory Services
Illinois
$938K
TC
375
TownSquare Capital
Utah
$936K +$135K +1,063 +22%

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.