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Extra Space Storage

750 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, 253 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $9.45M

120% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 46

6% more funds holding

Funds holding: 707750 (+43)

5% more capital invested

Capital invested by funds: $30.5B → $32.1B (+$1.59B)

7% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 253

0.51% less ownership

Funds ownership: 98.23%97.72% (-0.51%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
750
Holders Change
+43
Holders Change %
+6.08%
% of All Funds
10.83%
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
253
Closed
46
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
401
Dynasty Wealth Management
Florida
$710K +$666K +4,568 New
AWM
402
Apollon Wealth Management
South Carolina
$708K +$18.8K +129 +3%
AF
403
Allworth Financial
California
$698K +$213K +1,458 +52%
AFCM
404
Applied Finance Capital Management
Puerto Rico
$684K +$642K +4,404 New
Brown Advisory
405
Brown Advisory
Maryland
$682K +$729 +5 +0.1%
AIM
406
Achmea Investment Management
Netherlands
$675K -$2.55M -17,500 -80%
MCWS
407
McKinley Carter Wealth Services
West Virginia
$672K
CCP
408
Carmel Capital Partners
California
$667K +$17.3K +119 +3%
BWIA
409
Bryant Woods Investment Advisors
New York
$655K +$503K +3,452 +178%
SW
410
SteelPeak Wealth
California
$653K -$1.18M -8,069 -66%
Teacher Retirement System of Texas
411
Teacher Retirement System of Texas
Texas
$639K -$184K -1,260 -23%
VH
412
Visionary Horizons
Tennessee
$636K
Lido Advisors
413
Lido Advisors
California
$636K -$3.35K -23 -0.6%
SW
414
SMART Wealth
Nebraska
$633K +$151K +1,038 +34%
GCP
415
GSA Capital Partners
United Kingdom
$632K +$244K +1,674 +70%
PP
416
Prudential plc
United Kingdom
$621K +$241K +1,650 +70%
AM
417
AGF Management
Ontario, Canada
$617K +$578K +3,968 New
EBT
418
Enterprise Bank & Trust
Massachusetts
$608K
CA
419
Commerzbank Aktiengesellschaft
Germany
$607K +$217K +1,489 +62%
VF
420
Virtu Financial
New York
$604K -$728K -4,993 -56%
PRWA
421
Platte River Wealth Advisors
Colorado
$594K
HWAM
422
Hennion & Walsh Asset Management
New Jersey
$593K +$3.35K +23 +0.6%
LIM
423
Loudon Investment Management
New Hampshire
$589K
PAS
424
Park Avenue Securities
New York
$586K +$11.5K +79 +2%
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$585K +$29.9K +205 +6%

EXR Hedge Fund Activity: Q2 2024 in Review

750 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2024, worth a combined $32.1B — up 5.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EXR positions and 46 closed out — a net gain of 55 holders — while 271 added to existing stakes and 253 trimmed.

The largest buyer was Capital World Investors, adding an estimated $489M. The largest seller was Cohen & Steers, cutting an estimated $280M.

  • 750 institutional investors held Extra Space Storage (EXR) as of Q2 2024, up from 707 in Q1 2024.
  • Funds reported $32.1B of Extra Space Storage stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 101 funds opened new Extra Space Storage positions in Q2 2024 and 46 closed out, a net change of +55 holders.
  • The largest Extra Space Storage buyer in Q2 2024 was Capital World Investors, an estimated $489M added.
  • The largest Extra Space Storage seller in Q2 2024 was Cohen & Steers, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2024.