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Extra Space Storage
EXR

Overview Fund Activity

702 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 258 increasing their positions, 251 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
10.18%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
66
Increased
258
Reduced
251
Closed
64
Calls
$26.9M
Puts
$40.2M
Net Calls
-$13.3M
Net Calls Change
-$57.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$685M
2
Invesco
Invesco
Georgia
$572M
3
Boston Partners
Boston Partners
Massachusetts
$131M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$370M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$407M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.39B
2
Morgan Stanley
Morgan Stanley
New York
$245M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$149M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$253M
5
State Street
State Street
Massachusetts
$1.98B
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
476
Freedom Investment Management
Connecticut
$308K +$308K +2,095 New
CGL
477
Clarius Group LLC
Washington
$306K -$41K -279 -12%
FG
478
Fiduciary Group
Georgia
$303K – – –
MSFS
479
Main Street Financial Solutions
Pennsylvania
$302K +$1.76K +12 +0.6%
SFA
480
Sequoia Financial Advisors
Ohio
$298K -$157K -1,066 -34%
CSIC
481
Clifford Swan Investment Counsel
California
$298K – – –
CTC
482
Cetera Trust Company
Minnesota
$297K +$44.8K +305 +18%
CCI
483
Credit Capital Investments
New Jersey
$294K +$294K +2,000 New
VSQM
484
V-Square Quantitative Management
Illinois
$294K – – –
Northwestern Mutual Wealth Management
485
Northwestern Mutual Wealth Management
Wisconsin
$292K -$9.11K -62 -3%
CG
486
Caprock Group
Idaho
$289K +$289K +1,967 New
BWIA
487
Bryant Woods Investment Advisors
New York
$285K -$290K -1,972 -50%
CWA
488
CM Wealth Advisors
Ohio
$281K +$281K +1,959 New
Bank Julius Baer & Co
489
Bank Julius Baer & Co
Switzerland
$280K +$9.55K +65 +4%
SI
490
Stephens Inc
Arkansas
$279K +$1.47K +10 +0.5%
TWP
491
Tyche Wealth Partners
Texas
$273K – – –
SPC
492
Sigma Planning Corp
Michigan
$271K +$271K +1,846 New
CIBC Private Wealth Group
493
CIBC Private Wealth Group
Georgia
$271K +$20.1K +137 +8%
SWM
494
Spire Wealth Management
Virginia
$271K +$18.5K +126 +7%
NGA
495
Naples Global Advisors
Florida
$270K -$6.47K -44 -2%
WSTAM
496
Wilbanks Smith & Thomas Asset Management
Virginia
$270K +$735 +5 +0.3%
B
497
Bailard
California
$267K -$110K -750 -29%
GT
498
Greenleaf Trust
Michigan
$265K -$4.26K -29 -2%
BSW
499
Buckingham Strategic Wealth
Missouri
$260K -$25K -170 -9%
Los Angeles Capital Management
500
Los Angeles Capital Management
California
$259K -$2.39M -16,269 -90%
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