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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
BHCM
426
Brevan Howard Capital Management
Jersey
$584K -$236K -1,620 -30%
SIA
427
Schechter Investment Advisors
Michigan
$583K +$547K +3,751 New
BWM
428
Buckley Wealth Management
Nevada
$581K -$1.6K -11 -0.3%
Two Sigma Investments
429
Two Sigma Investments
New York
$580K +$217K +1,487 +66%
Capstone Investment Advisors
430
Capstone Investment Advisors
New York
$573K -$31.9K -219 -6%
EF
431
Empowered Funds
Pennsylvania
$569K +$68.8K +472 +15%
Mercer Global Advisors
432
Mercer Global Advisors
Colorado
$568K +$39.4K +270 +8%
VFA
433
Values First Advisors
Tennessee
$563K +$2.19K +15 +0.4%
NA
434
Navellier & Associates
Nevada
$562K +$2.33K +16 +0.4%
MG
435
Mather Group
Illinois
$557K -$3.64K -25 -0.7%
CCM
436
Coldstream Capital Management
Washington
$557K +$73.8K +506 +16%
DWA
437
Douglass Winthrop Advisors
New York
$552K
IF
438
Intrua Financial
Texas
$547K -$35.7K -245 -7%
ACM
439
Alethea Capital Management
Washington
$539K +$506K +3,468 New
FB
440
Fulton Bank
Pennsylvania
$538K +$257K +1,765 +104%
FDCDDQ
441
Federation des caisses Desjardins du Quebec
Quebec, Canada
$529K +$250K +1,712 +101%
CCA
442
Checchi Capital Advisers
California
$525K -$5.98K -41 -1%
NW
443
NewEdge Wealth
Pennsylvania
$524K -$7.73K -53 -2%
VAS
444
Vestmark Advisory Solutions
Massachusetts
$523K -$15.5K -106 -3%
EFS
445
Econ Financial Services
Pennsylvania
$519K +$487K +3,338 New
KPWS
446
Kestra Private Wealth Services
Texas
$517K -$717K -4,920 -60%
PIM
447
Penobscot Investment Management
Massachusetts
$514K -$165K -1,130 -25%
OTL
448
Oak Thistle LLC
New York
$513K +$481K +3,298 New
CIM
449
Cambria Investment Management
California
$511K +$479K +3,289 New
CCC
450
Chesapeake Capital Corp
Florida
$511K +$479K +3,289 New

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.