We are live on ! Find out more
EXR icon

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
AM
451
AGF Management
Ontario, Canada
$554K -$151K -896 -23%
JF
452
Jump Financial
Illinois
$543K -$532K -3,154 -51%
TSW
453
Three Seasons Wealth
Utah
$541K +$506K +3,000 New
HI
454
Horizon Investments
North Carolina
$522K -$14.5K -86 -3%
NA
455
Navellier & Associates
Nevada
$518K -$125K -742 -21%
HVIA
456
Hudson Valley Investment Advisors
New York
$516K
TCOT
457
Trust Company of Toledo
Ohio
$513K -$5.91K -35 -1%
FM
458
Foster & Motley
Ohio
$510K -$25.7K -152 -5%
FMC
459
First Merchants Corp
Indiana
$508K
JFGIW
460
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$505K +$473K +2,800 New
QCM
461
QRG Capital Management
Illinois
$499K +$123K +727 +36%
HWM
462
HB Wealth Management
Georgia
$495K +$50.3K +298 +12%
GI
463
GAMMA Investing
California
$493K +$112K +664 +32%
PWMG
464
Prestige Wealth Management Group
New Jersey
$493K +$445K +2,634 +2,557%
HGWM
465
Horst & Graben Wealth Management
Oregon
$483K
Group One Trading
466
Group One Trading
Illinois
$483K +$434K +2,573 +2,427%
CA
467
Clearstead Advisors
Ohio
$474K +$6.58K +39 +2%
PS
468
Principal Securities
Iowa
$469K +$25.1K +149 +6%
SCP
469
Sandhill Capital Partners
New York
$466K
CCIA
470
Campbell & Co Investment Adviser
Maryland
$461K +$432K +2,561 New
GWMR
471
GC Wealth Management RIA
Massachusetts
$457K +$66.7K +395 +18%
SFA
472
Sequoia Financial Advisors
Ohio
$455K +$21.8K +129 +5%
FCBT
473
First Citizens Bank & Trust
North Carolina
$447K -$20.6K -122 -5%
AAIS
474
ABN AMRO Investment Solutions
$445K +$49.1K +291 +13%
EH
475
Equitable Holdings
New York
$439K -$44.6K -264 -10%

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.