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Extra Space Storage
EXR

Overview Fund Activity

746 hedge funds and large institutions have $32.1B invested in Extra Space Storage in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 271 increasing their positions, 250 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
+44
Holders Change %
+6.27%
% of All Funds
10.85%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
101
Increased
271
Reduced
250
Closed
45
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.04B
2
Boston Partners
2
Boston Partners
Massachusetts
$419M
3
Citadel Advisors
3
Citadel Advisors
Florida
$89.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$478M
5
HCM
5
Hamlin Capital Management
New York
$82.3M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.36B
2
UBS AM
2
UBS AM
Illinois
$37.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$553M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$99.6M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
376
Brown Financial Advisors
Ohio
$840K +$840K +5,403 New
MYAM
377
Meiji Yasuda Asset Management
Japan
$840K +$53.2K +342 +7%
HCA
378
Harbor Capital Advisors
Illinois
$836K -$6.84K -44 -0.8%
TCM
379
Twin Capital Management
Pennsylvania
$832K +$3.89K +25 +0.5%
MML Investors Services
380
MML Investors Services
Massachusetts
$827K -$370K -2,382 -31%
GT
381
Glenmede Trust
Pennsylvania
$826K +$21.9K +141 +3%
Acadian Asset Management
382
Acadian Asset Management
Massachusetts
$822K +$822K +5,294 New
LWM
383
LJI Wealth Management
Indiana
$813K – – –
WT
384
Washington Trust
Rhode Island
$812K – – –
CCG
385
Cypress Capital Group
Florida
$812K -$155K -999 -16%
AWM
386
Adams Wealth Management
Utah
$798K -$194K -1,245 -20%
CI
387
CacheTech Inc
Utah
$798K +$798K +5,137 New
Wolverine Trading
388
Wolverine Trading
Illinois
$798K +$543K +3,495 +213%
CL
389
Choreo LLC
Illinois
$797K +$797K +5,221 New
FTDI
390
First Trust Direct Indexing
Massachusetts
$793K +$227K +1,462 +40%
PA
391
Paralel Advisors
Colorado
$777K +$777K +5,000 New
SC
392
Savant Capital
Illinois
$765K +$765K +4,925 New
OAM
393
Ostrum Asset Management
France
$753K -$470K -3,025 -38%
IMCOOI
394
Investment Management Corp of Ontario (IMCO)
Canada
$740K +$218K +1,400 +42%
IP
395
Ignite Planners
California
$732K -$6.48K -42 -0.9%
MCC
396
Money Concepts Capital
Florida
$729K +$51.8K +333 +8%
CWP
397
Curated Wealth Partners
California
$722K +$722K +4,649 New
EWA
398
EP Wealth Advisors
California
$718K -$314K -2,020 -30%
DWM
399
Dynasty Wealth Management
Florida
$710K +$710K +4,568 New
AWM
400
Apollon Wealth Management
South Carolina
$708K +$20K +129 +3%
14 15
16
17 18