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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
EF
451
Empowered Funds
Pennsylvania
$407K +$47.9K +377 +17%
SWP
452
Stratos Wealth Partners
Ohio
$398K -$23.7K -186 -7%
NA
453
NewEdge Advisors
Louisiana
$394K -$35.1K -276 -9%
HGERS
454
Householder Group Estate & Retirement Specialist
Arizona
$394K
Federated Hermes
455
Federated Hermes
Pennsylvania
$387K +$108K +847 +54%
DCM
456
Delta Capital Management
New Jersey
$382K -$3.81K -30 -1%
CNBT
457
Canandaigua National Bank & Trust
New York
$382K -$42.3K -333 -12%
CGL
458
Clarius Group LLC
Washington
$379K +$38.1K +300 +15%
AIS
459
American Investment Services
Massachusetts
$378K
CCG
460
Cypress Capital Group
Florida
$378K +$27.2K +214 +10%
SFI
461
Siemens Fonds Invest
Germany
$377K +$299K +2,350 New
AIP
462
Ameritas Investment Partners
Nebraska
$376K -$11.4K -90 -4%
RMCM
463
Reynders McVeigh Capital Management
Massachusetts
$376K
GT
464
Glenview Trust
Kentucky
$375K +$5.09K +40 +2%
GWM
465
Geneos Wealth Management
Colorado
$369K -$14.4K -113 -5%
PS
466
Principal Securities
Iowa
$368K +$292K +2,297 New
EWM
467
Empirical Wealth Management
Washington
$368K -$135K -1,060 -32%
JFGIW
468
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$367K +$291K +2,292 New
IIM
469
INTECH Investment Management
Florida
$363K -$275K -2,159 -49%
LIM
470
Leavell Investment Management
Alabama
$362K
CI
471
Cigna Investments
Connecticut
$361K +$3.81K +30 +1%
WCM
472
Windham Capital Management
Massachusetts
$352K +$2.8K +22 +1%
LWAM
473
Legacy Wealth Asset Management
Minnesota
$350K +$277K +2,180 New
BPA
474
Beacon Pointe Advisors
California
$341K +$47.4K +373 +21%
LFAS
475
Level Four Advisory Services
Texas
$341K -$254 -2 -0.1%

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.