We are live on ! Find out more
EXR icon

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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$268M -$4.68M -36,827 -2%
First Eagle Investment Management
27
First Eagle Investment Management
New York
$264M +$41M +322,333 +24%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$252M -$23.1M -181,431 -10%
Capital Research Global Investors
29
Capital Research Global Investors
California
$246M +$103M +810,158 +111%
Bank of America
30
Bank of America
North Carolina
$215M -$25.5M -200,459 -13%
PI
31
PGGM Investments
Netherlands
$214M +$15.9M +125,397 +10%
N
32
Nuveen
North Carolina
$190M -$15.2M -119,526 -9%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$174M +$11M +86,500 +9%
APG Asset Management
34
APG Asset Management
Netherlands
$171M +$19.4M +152,753 +15%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$165M -$25.1M -197,735 -16%
Pictet Asset Management
36
Pictet Asset Management
Switzerland
$141M +$11.6M +90,873 +12%
ACM
37
AEW Capital Management
Massachusetts
$137M -$4.84M -38,070 -4%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$131M +$18.4M +144,546 +22%
Prudential Financial
39
Prudential Financial
New Jersey
$121M -$5.46M -42,930 -5%
Barclays
40
Barclays
United Kingdom
$120M +$47.9M +376,705 +101%
Ameriprise
41
Ameriprise
Minnesota
$111M +$15.6M +123,004 +21%
Swiss National Bank
42
Swiss National Bank
Switzerland
$106M -$2.39M -18,800 -3%
Amundi
43
Amundi
France
$102M +$25.6M +201,305 +45%
SEI Investments
44
SEI Investments
Pennsylvania
$99.9M +$16M +125,813 +25%
RC
45
Resolution Capital
Australia
$93.6M +$74.2M +583,853 New
LIMS
46
Lasalle Investment Management Securities
Maryland
$87.7M -$33.8M -265,895 -33%
AllianceBernstein
47
AllianceBernstein
Tennessee
$86M -$5.98M -47,006 -8%
HRES
48
Heitman Real Estate Securities
Illinois
$85.6M -$13.4M -105,743 -17%
UBS Group
49
UBS Group
Switzerland
$84.4M +$13.8M +108,151 +26%
VNIM
50
Vaughan Nelson Investment Management
Texas
$81.2M +$64.3M +505,908 +80,945%

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.