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

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.36B
2
UBS AM
UBS AM
Illinois
$37.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$553M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$99.6M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
401
Allworth Financial
California
$698K +$239K +1,458 +52%
AFCM
402
Applied Finance Capital Management
Puerto Rico
$684K +$684K +4,404 New
Brown Advisory
403
Brown Advisory
Maryland
$682K +$777 +5 +0.1%
AIM
404
Achmea Investment Management
Netherlands
$675K -$2.72M -17,500 -80%
MCWS
405
McKinley Carter Wealth Services
West Virginia
$672K – – –
CCP
406
Carmel Capital Partners
California
$667K +$18.5K +119 +3%
BWIA
407
Bryant Woods Investment Advisors
New York
$655K +$420K +3,452 +178%
SW
408
SteelPeak Wealth
California
$653K -$1.25M -8,069 -66%
Teacher Retirement System of Texas
409
Teacher Retirement System of Texas
Texas
$639K -$196K -1,260 -23%
VH
410
Visionary Horizons
Tennessee
$636K – – –
Lido Advisors
411
Lido Advisors
California
$636K -$3.58K -23 -0.6%
SW
412
SMART Wealth
Nebraska
$633K +$161K +1,038 +34%
GCP
413
GSA Capital Partners
United Kingdom
$632K +$260K +1,674 +70%
PP
414
Prudential plc
United Kingdom
$621K +$256K +1,650 +70%
AM
415
AGF Management
Ontario, Canada
$617K +$617K +3,968 New
EBT
416
Enterprise Bank & Trust
Massachusetts
$608K – – –
CA
417
Commerzbank Aktiengesellschaft
Germany
$607K +$231K +1,489 +62%
VF
418
Virtu Financial
New York
$604K -$776K -4,993 -56%
PRWA
419
Platte River Wealth Advisors
Colorado
$594K – – –
HWAM
420
Hennion & Walsh Asset Management
New Jersey
$593K +$3.57K +23 +0.6%
LIM
421
Loudon Investment Management
New Hampshire
$589K – – –
PAS
422
Park Avenue Securities
New York
$586K +$12.3K +79 +2%
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$585K +$31.9K +205 +6%
BHCM
424
Brevan Howard Capital Management
Jersey
$584K -$252K -1,620 -30%
SIA
425
Schechter Investment Advisors
Michigan
$583K +$583K +3,751 New
15 16
17
18 19