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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
AssetMark Inc
376
AssetMark Inc
California
$947K -$13.9K -85 -1%
KAS
377
Kestra Advisory Services
Texas
$942K +$762K +4,649 +282%
HCA
378
Harbor Capital Advisors
Illinois
$932K +$97.7K +596 +11%
AWA
379
Arkadios Wealth Advisors
Georgia
$925K +$87.6K +534 +9%
MML Investors Services
380
MML Investors Services
Massachusetts
$920K +$25.7K +157 +3%
AIC
381
Archer Investment Corporation
Indiana
$914K
Capstone Investment Advisors
382
Capstone Investment Advisors
New York
$897K +$430K +2,625 +78%
HFAS
383
Hummer Financial Advisory Services
Illinois
$886K
Janney Montgomery Scott
384
Janney Montgomery Scott
Pennsylvania
$858K -$255K -1,552 -21%
Wolverine Trading
385
Wolverine Trading
Illinois
$838K +$35.9K +219 +4%
AWM
386
Adams Wealth Management
Utah
$834K +$153K +936 +20%
CI
387
CacheTech Inc
Utah
$834K +$153K +936 +20%
PCM
388
Penserra Capital Management
California
$826K -$1.35M -8,251 -60%
OIAM
389
OFI Invest Asset Management
France
$813K +$922K +5,624 New
AL
390
ACAS LLC
California
$807K -$5.9K -36 -0.7%
MYAM
391
Meiji Yasuda Asset Management
Japan
$803K +$47.6K +290 +6%
WPP
392
Whalerock Point Partners
Rhode Island
$785K
LWM
393
LJI Wealth Management
Indiana
$782K
WT
394
Washington Trust
Rhode Island
$782K
BBVA
395
Banco Bilbao Vizcaya Argentaria
Spain
$778K -$419K -2,554 -33%
SC
396
Savant Capital
Illinois
$771K +$15.4K +94 +2%
RFC
397
Regions Financial Corp
Alabama
$770K -$194K -1,182 -19%
WCM
398
Wedge Capital Management
North Carolina
$769K +$11.2K +68 +1%
MC
399
Machina Capital
France
$766K -$425K -2,591 -34%
AFM
400
Anson Funds Management
Texas
$765K +$839K +5,116 New

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.