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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
YIH
351
Y-Intercept (HK)
Hong Kong
$1.24M +$94K +557 +9%
OCM
352
One Capital Management
California
$1.24M +$215K +1,276 +23%
PCA
353
Pallas Capital Advisors
Massachusetts
$1.23M -$38.8K -230 -3%
NMIMC
354
Northwestern Mutual Investment Management Company
Wisconsin
$1.21M -$3.71K -22 -0.3%
SPIA
355
Steward Partners Investment Advisory
New York
$1.21M +$844 +5 +0.1%
VWM
356
Venturi Wealth Management
Texas
$1.2M +$35.6K +211 +3%
DIA
357
Dana Investment Advisors
Wisconsin
$1.18M -$16.4K -97 -1%
MS
358
Madden Securities
Texas
$1.16M
VEA
359
Virtus ETF Advisers
New York
$1.16M +$864K +5,117 +395%
AssetMark Inc
360
AssetMark Inc
California
$1.16M +$46.8K +277 +5%
BCI
361
Brinker Capital Investments
Pennsylvania
$1.15M -$26.5K -157 -2%
OPS
362
Orion Portfolio Solutions
Nebraska
$1.15M -$26.5K -157 -2%
TMAM
363
Tokio Marine Asset Management
Japan
$1.15M +$30.7K +182 +3%
BMSSC
364
B. Metzler seel. Sohn & Co
Germany
$1.14M
RFC
365
Regions Financial Corp
Alabama
$1.14M +$74.9K +444 +8%
KRSITF
366
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.13M -$93.5K -554 -8%
FTDI
367
First Trust Direct Indexing
Massachusetts
$1.11M +$176K +1,040 +20%
AIC
368
Archer Investment Corporation
Indiana
$1.1M
RJT
369
Raymond James Trust
Florida
$1.1M -$58.4K -346 -5%
IC
370
IEQ Capital
California
$1.09M +$104K +618 +11%
GCM
371
Greenland Capital Management
New York
$1.08M -$3.54M -21,000 -78%
MML Investors Services
372
MML Investors Services
Massachusetts
$1.08M +$113K +672 +13%
PA
373
Profund Advisors
Maryland
$1.07M +$449K +2,663 +81%
LCM
374
LRT Capital Management
Texas
$1.07M +$1M +5,933 New
HFAS
375
Hummer Financial Advisory Services
Illinois
$1.07M +$11.8K +70 +1%

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.