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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
AF
401
Aviso Financial
Ontario, Canada
$758K +$831K +5,066 New
MCC
402
Money Concepts Capital
Florida
$758K +$34.3K +209 +4%
FDCDDQ
403
Federation des caisses Desjardins du Quebec
Quebec, Canada
$748K +$133K +810 +19%
GT
404
Glenmede Trust
Pennsylvania
$745K -$98.2K -599 -11%
BFM
405
Boothbay Fund Management
New York
$743K +$814K +4,964 New
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$740K +$202K +1,229 +33%
CWP
407
Curated Wealth Partners
California
$724K +$27.9K +170 +4%
IP
408
Ignite Planners
California
$720K +$29.7K +181 +4%
AAS
409
Ameritas Advisory Services
Nebraska
$717K +$785K +4,790 New
AWM
410
Apollon Wealth Management
South Carolina
$710K +$88.2K +538 +13%
OAM
411
Ostrum Asset Management
France
$705K -$32K -195 -4%
BC
412
Bridgefront Capital
Texas
$703K +$771K +4,702 New
PW
413
Paladin Wealth
Minnesota
$702K +$82K +500 +12%
DILIC
414
Dai-ichi Life Insurance Company
Japan
$701K
BEI
415
Benjamin Edwards Inc
Missouri
$695K +$1.97K +12 +0.3%
PAM
416
Panagora Asset Management
Massachusetts
$669K -$742K -4,525 -50%
EI
417
Ethic Inc
New York
$663K -$2.3M -14,025 -76%
CCP
418
Carmel Capital Partners
California
$661K +$27.9K +170 +4%
AI
419
Atria Investments
North Carolina
$659K -$16.9K -103 -2%
IMRF
420
Illinois Municipal Retirement Fund
Illinois
$652K +$715K +4,360 New
Brown Advisory
421
Brown Advisory
Maryland
$651K +$820 +5 +0.1%
MCWS
422
McKinley Carter Wealth Services
West Virginia
$646K
PAS
423
Park Avenue Securities
New York
$639K +$118K +719 +20%
EF
424
Empowered Funds
Pennsylvania
$636K +$53K +323 +8%
AF
425
Allworth Financial
California
$602K -$28.9K -176 -4%

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.