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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
PP
426
Prudential plc
United Kingdom
$598K
VH
427
Visionary Horizons
Tennessee
$590K -$24.6K -150 -4%
EWA
428
EP Wealth Advisors
California
$589K -$104K -634 -14%
EBT
429
Enterprise Bank & Trust
Massachusetts
$585K +$328 +2 +0.1%
BWM
430
Buckley Wealth Management
Nevada
$585K +$16.2K +99 +3%
NA
431
Navellier & Associates
Nevada
$577K +$161K +979 +34%
GFM
432
GF Fund Management
China
$576K +$632K +3,851 New
BCM
433
Bayesian Capital Management
New York
$570K +$625K +3,813 New
CAMG
434
CWA Asset Management Group
Florida
$568K -$7.87K -48 -1%
NRD
435
Nebula Research & Development
New York
$567K -$601K -3,665 -49%
CCM
436
Coldstream Capital Management
Washington
$566K -$19.8K -121 -3%
CCG
437
Cypress Capital Group
Florida
$565K -$218K -1,331 -26%
BAM
438
Blueshift Asset Management
New Jersey
$563K +$617K +3,763 New
LAM
439
LECAP Asset Management
United Kingdom
$563K +$617K +3,762 New
AM
440
AGF Management
Ontario, Canada
$562K +$113K +688 +22%
VFA
441
Values First Advisors
Tennessee
$557K +$18K +110 +3%
TCM
442
Twin Capital Management
Pennsylvania
$557K -$6.23K -38 -1%
TWP
443
Tempus Wealth Planning
California
$554K +$608K +3,706 New
LIM
444
Loudon Investment Management
New Hampshire
$552K -$16.4K -100 -3%
CFG
445
Copley Financial Group
California
$547K -$820 -5 -0.1%
Assenagon Asset Management
446
Assenagon Asset Management
Luxembourg
$547K -$54.3K -331 -8%
DWA
447
Douglass Winthrop Advisors
New York
$531K
MG
448
Mather Group
Illinois
$522K -$18.2K -111 -3%
CCA
449
Checchi Capital Advisers
California
$516K +$12.3K +75 +2%
CPCPP
450
Canada Post Corporation Pension Plan
Canada
$513K +$563K +3,432 New

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.