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Extra Space Storage

768 hedge funds and large institutions have $36.9B invested in Extra Space Storage in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 278 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $62.3M | Put options by funds: $14.5M

39% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 61

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more capital invested

Capital invested by funds: $32.1B → $36.9B (+$4.79B)

2% more funds holding

Funds holding: 750768 (+18)

0.06% less ownership

Funds ownership: 97.72%97.67% (-0.06%)

5% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 278

Holders
768
Holders Change
+18
Holders Change %
+2.4%
% of All Funds
11.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
85
Increased
264
Reduced
278
Closed
61
Calls
$62.3M
Puts
$14.5M
Net Calls
+$47.8M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
426
CWA Asset Management Group
Florida
$693K +$649K +3,848 New
DFCM
427
Dark Forest Capital Management
Puerto Rico
$690K +$647K +3,832 New
PRWA
428
Platte River Wealth Advisors
Colorado
$689K
BWM
429
Buckley Wealth Management
Nevada
$687K +$12K +71 +2%
LIM
430
Loudon Investment Management
New Hampshire
$683K
TCM
431
Twin Capital Management
Pennsylvania
$677K -$269K -1,593 -30%
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$670K -$7.43K -44 -1%
HWAM
433
Hennion & Walsh Asset Management
New Jersey
$669K -$17.9K -106 -3%
CFG
434
Copley Financial Group
California
$659K +$618K +3,660 New
WSFS
435
Wilmington Savings Fund Society
Delaware
$654K +$612K +3,629 New
VFA
436
Values First Advisors
Tennessee
$652K -$1.01K -6 -0.2%
MG
437
Mather Group
Illinois
$649K -$32.4K -192 -5%
Mercer Global Advisors
438
Mercer Global Advisors
Colorado
$644K +$1.86K +11 +0.3%
PAS
439
Park Avenue Securities
New York
$640K -$37K -219 -6%
DWA
440
Douglass Winthrop Advisors
New York
$640K
Two Sigma Investments
441
Two Sigma Investments
New York
$639K -$31.9K -189 -5%
CCA
442
Checchi Capital Advisers
California
$608K -$169 -1 -0%
Capstone Investment Advisors
443
Capstone Investment Advisors
New York
$608K -$52.5K -311 -8%
GFP
444
Gryphon Financial Partners
Ohio
$608K +$20.9K +124 +4%
VAS
445
Vestmark Advisory Solutions
Massachusetts
$607K +$506 +3 +0.1%
Simplex Trading
446
Simplex Trading
Illinois
$593K +$555K +3,291 New
IF
447
Intrua Financial
Texas
$571K -$59.1K -350 -10%
ECM
448
Everence Capital Management
Indiana
$568K
AA
449
Auxano Advisors
Washington
$566K +$506 +3 +0.1%
CCC
450
Chesapeake Capital Corp
Florida
$558K -$32.1K -190 -6%

EXR Hedge Fund Activity: Q3 2024 in Review

768 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2024, worth a combined $36.9B — up 15% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EXR positions and 61 closed out — a net gain of 24 holders — while 264 added to existing stakes and 278 trimmed.

The largest buyer was Capital World Investors, adding an estimated $429M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 768 institutional investors held Extra Space Storage (EXR) as of Q3 2024, up from 750 in Q2 2024.
  • Funds reported $36.9B of Extra Space Storage stock for Q3 2024, up 15% quarter-over-quarter.
  • 85 funds opened new Extra Space Storage positions in Q3 2024 and 61 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q3 2024 was Capital World Investors, an estimated $429M added.
  • The largest Extra Space Storage seller in Q3 2024 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2024.