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Extra Space Storage

713 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 219 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $27.9M

96% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 68

33% more capital invested

Capital invested by funds: $25.4B → $33.8B (+$8.42B)

9% more funds holding

Funds holding: 654713 (+59)

0.98% more ownership

Funds ownership: 99.02%100% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

19% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 269

Holders
713
Holders Change
+59
Holders Change %
+9.02%
% of All Funds
10.4%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
133
Increased
219
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
426
Mercer Global Advisors
Colorado
$542K +$14K +110 +3%
CCA
427
Checchi Capital Advisers
California
$519K +$18.1K +142 +5%
SAM
428
Shell Asset Management
Netherlands
$518K -$242K -1,902 -37%
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$505K -$116K -912 -22%
ECM
430
Everence Capital Management
Indiana
$505K +$401K +3,150 New
SFA
431
Sequoia Financial Advisors
Ohio
$496K +$393K +3,094 New
RJT
432
Raymond James Trust
Florida
$496K +$41.2K +324 +12%
FCBT
433
First Citizens Bank & Trust
North Carolina
$492K -$124K -976 -24%
HI
434
Horizon Investments
North Carolina
$487K +$19.7K +155 +5%
CCM
435
Coldstream Capital Management
Washington
$480K -$2.9M -22,772 -88%
NIM
436
NEOS Investment Management
Connecticut
$480K +$381K +2,994 New
FFB
437
First Financial Bankshares
Texas
$473K +$375K +2,953 New
AA
438
Auxano Advisors
Washington
$465K +$120K +941 +48%
TCOT
439
Trust Company of Toledo
Ohio
$459K +$102K +800 +39%
HVIA
440
Hudson Valley Investment Advisors
New York
$458K
CA
441
CoreCap Advisors
Michigan
$454K -$13.1K -103 -4%
Assenagon Asset Management
442
Assenagon Asset Management
Luxembourg
$454K -$17.9K -141 -5%
FMC
443
First Merchants Corp
Indiana
$452K
SCP
444
Sandhill Capital Partners
New York
$449K
SCA
445
Snowden Capital Advisors
New York
$444K +$22.8K +179 +7%
IC
446
IEQ Capital
California
$431K -$102K -800 -23%
HGWM
447
Horst & Graben Wealth Management
Oregon
$430K -$127 -1 -0%
FTDI
448
First Trust Direct Indexing
Massachusetts
$420K +$105K +826 +46%
BFEC
449
Benjamin F. Edwards & Company
Missouri
$412K +$327K +2,572 New
B
450
Bailard
California
$411K

EXR Hedge Fund Activity: Q4 2023 in Review

713 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2023, worth a combined $33.8B — up 33% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXR positions and 68 closed out — a net gain of 65 holders — while 219 added to existing stakes and 269 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $262M. The largest seller was Capital World Investors, cutting an estimated $228M.

  • 713 institutional investors held Extra Space Storage (EXR) as of Q4 2023, up from 654 in Q3 2023.
  • Funds reported $33.8B of Extra Space Storage stock for Q4 2023, up 33% quarter-over-quarter.
  • 133 funds opened new Extra Space Storage positions in Q4 2023 and 68 closed out, a net change of +65 holders.
  • The largest Extra Space Storage buyer in Q4 2023 was Morgan Stanley, an estimated $262M added.
  • The largest Extra Space Storage seller in Q4 2023 was Capital World Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2023.