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Extra Space Storage
EXR

Overview Fund Activity

709 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 217 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+57
Holders Change %
+8.74%
% of All Funds
10.39%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
131
Increased
217
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$596M
2
Norges Bank
Norges Bank
Norway
$1.02B
3
Capital Research Global Investors
Capital Research Global Investors
California
$246M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$338M
5
Invesco
Invesco
Georgia
$378M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$3.16B
2
LPC
Long Pond Capital
New York
$0
3
Northern Trust
Northern Trust
Illinois
$335M
4
Citadel Advisors
Citadel Advisors
Florida
$25M
5
Capital International Investors
Capital International Investors
California
$586M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
476
Main Street Financial Solutions
Pennsylvania
$328K +$328K +2,045 New
CSIC
477
Clifford Swan Investment Counsel
California
$325K -$48.1K -300 -13%
VSQM
478
V-Square Quantitative Management
Illinois
$320K – – –
AS
479
Altshuler Shaham
Israel
$312K +$312K +1,948 New
Wolverine Trading
480
Wolverine Trading
Illinois
$312K -$746K -4,654 -71%
BSW
481
Buckingham Strategic Wealth
Missouri
$311K -$28.4K -177 -8%
FNWM
482
Financial Network Wealth Management
Utah
$311K -$48.1K -300 -13%
SI
483
Stephens Inc
Arkansas
$303K +$303K +1,891 New
NGA
484
Naples Global Advisors
Florida
$302K -$75.2K -469 -20%
FAIM
485
Financial Advocates Investment Management
Washington
$301K +$301K +1,877 New
TWP
486
Tyche Wealth Partners
Texas
$298K +$298K +1,858 New
KPWS
487
Kestra Private Wealth Services
Texas
$297K +$297K +1,855 New
CAG
488
Curtis Advisory Group
California
$296K -$134K -837 -31%
Bank Julius Baer & Co
489
Bank Julius Baer & Co
Switzerland
$295K +$200K +1,248 +210%
GT
490
Greenleaf Trust
Michigan
$294K -$120K -750 -29%
WSTAM
491
Wilbanks Smith & Thomas Asset Management
Virginia
$293K -$6.57K -41 -2%
BMC
492
Beaton Management Company
Massachusetts
$281K – – –
JAFL
493
Jay A. Fishman Ltd
Michigan
$281K – – –
FMTC
494
Farmers & Merchants Trust Company
California
$280K – – –
LCM
495
Logan Capital Management
Pennsylvania
$277K – – –
DFG
496
Demars Financial Group
Washington
$277K -$4.15M -25,905 -94%
CTC
497
Cetera Trust Company
Minnesota
$275K +$275K +1,716 New
LA
498
LVW Advisors
New York
$274K +$274K +1,707 New
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$274K +$5.77K +36 +2%
FB
500
Fulton Bank
Pennsylvania
$273K -$35.3K -220 -11%
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