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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
HCM
351
Howard Capital Management
Georgia
$1.2M +$10.3K +63 +0.8%
Aviva
352
Aviva
United Kingdom
$1.19M -$2.95K -18 -0.2%
VEA
353
Virtus ETF Advisers
New York
$1.17M +$236K +1,438 +22%
SCM
354
Sophron Capital Management
New Jersey
$1.16M +$1.27M +7,721 New
GCM
355
Gallacher Capital Management
Colorado
$1.15M -$117K -716 -8%
VWM
356
Venturi Wealth Management
Texas
$1.14M +$158K +961 +14%
MCM
357
MAI Capital Management
Ohio
$1.13M -$20.7K -126 -2%
WS
358
Wedbush Securities
California
$1.13M +$46.9K +286 +4%
AIM
359
Achmea Investment Management
Netherlands
$1.12M +$514K +3,134 +72%
CM
360
Crestline Management
Texas
$1.11M +$1.21M +7,400 New
PCA
361
Pallas Capital Advisors
Massachusetts
$1.1M +$8.2K +50 +0.7%
BCI
362
Brinker Capital Investments
Pennsylvania
$1.1M +$161K +984 +15%
OPS
363
Orion Portfolio Solutions
Nebraska
$1.1M +$161K +984 +15%
OAM
364
Oppenheimer Asset Management
New York
$1.1M -$68.1K -415 -5%
SPIA
365
Steward Partners Investment Advisory
New York
$1.09M +$98.4K +600 +9%
TRCT
366
Tower Research Capital (TRC)
New York
$1.09M -$1.36M -8,280 -53%
MS
367
Madden Securities
Texas
$1.08M +$128K +780 +12%
HIC
368
Hartline Investment Corp
Illinois
$1.04M -$9.51K -58 -0.8%
TMAM
369
Tokio Marine Asset Management
Japan
$1.03M +$78.1K +476 +7%
NMIMC
370
Northwestern Mutual Investment Management Company
Wisconsin
$1.01M +$2.46K +15 +0.2%
JFG
371
Jefferies Financial Group
New York
$995K -$385K -2,347 -26%
DFCM
372
Dark Forest Capital Management
Puerto Rico
$981K +$447K +2,726 +71%
DIA
373
Dana Investment Advisors
Wisconsin
$959K -$24.9K -152 -2%
BCM
374
Brasada Capital Management
Texas
$958K +$118K +722 +12%
BMSSC
375
B. Metzler seel. Sohn & Co
Germany
$950K

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.