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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
Prudential Financial
26
Prudential Financial
New Jersey
$216M +$52.5M +320,083 +29%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$212M -$346K -2,107 -0.1%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$201M -$10.8M -65,870 -5%
JP Morgan Chase
29
JP Morgan Chase
New York
$200M -$114M -693,714 -34%
PI
30
PGGM Investments
Netherlands
$197M
CIMLRA
31
CBRE Investment Management Listed Real Assets
Pennsylvania
$163M +$85.3M +519,934 +91%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$161M -$157M -955,472 -47%
HCM
33
Hamlin Capital Management
New York
$127M +$13.9M +84,757 +11%
Amundi
34
Amundi
France
$123M +$61.2M +373,274 +82%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$121M +$1.33M +8,090 +1%
MNA
36
Manning & Napier Advisors
New York
$117M +$118M +718,266 +1,127%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$107M +$118M +718,270 New
HSBC Holdings
38
HSBC Holdings
United Kingdom
$98.2M -$6.98M -42,569 -6%
Deutsche Bank
39
Deutsche Bank
Germany
$90.2M +$8.83M +53,851 +10%
Swiss National Bank
40
Swiss National Bank
Switzerland
$89.6M -$4.87M -29,700 -5%
Bank of America
41
Bank of America
North Carolina
$83.9M -$24.2M -147,373 -21%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$81.1M -$24.8M -151,238 -22%
Ameriprise
43
Ameriprise
Minnesota
$79.3M -$14.8M -90,202 -14%
UBS Group
44
UBS Group
Switzerland
$77.7M -$15.8M -96,048 -16%
Universal-Beteiligungs- und Servicegesellschaft
45
Universal-Beteiligungs- und Servicegesellschaft
Germany
$75M +$82.2M +501,227 New
Pictet Asset Management
46
Pictet Asset Management
Switzerland
$74.8M +$626K +3,820 +0.8%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$72.8M +$7.28M +44,382 +10%
Macquarie Group
48
Macquarie Group
Australia
$68.5M +$359K +2,190 +0.5%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$67.8M -$1.45M -8,871 -2%
Citadel Advisors
50
Citadel Advisors
Florida
$67.3M +$62.6M +381,839 +561%

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.