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Extra Space Storage

750 hedge funds and large institutions have $32.1B invested in Extra Space Storage in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 271 increasing their positions, 253 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $9.45M

120% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 46

6% more funds holding

Funds holding: 707750 (+43)

5% more capital invested

Capital invested by funds: $30.5B → $32.1B (+$1.59B)

7% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 253

0.51% less ownership

Funds ownership: 98.23%97.72% (-0.51%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
750
Holders Change
+43
Holders Change %
+6.08%
% of All Funds
10.83%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
101
Increased
271
Reduced
253
Closed
46
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
476
TD Private Client Wealth
New York
$381K +$340K +2,331 +1,895%
HWM
477
HB Wealth Management
Georgia
$380K +$133K +910 +59%
DCM
478
Delta Capital Management
New Jersey
$377K +$5.83K +40 +2%
CG
479
Cynosure Group
Utah
$375K +$25.8K +177 +8%
SFA
480
Sequoia Financial Advisors
Ohio
$372K +$53.8K +369 +18%
ET
481
Entropy Technologies
New York
$371K -$712K -4,882 -67%
CA
482
CoreCap Advisors
Michigan
$370K -$96.5K -662 -22%
RMCM
483
Reynders McVeigh Capital Management
Massachusetts
$365K
LWAM
484
Legacy Wealth Asset Management
Minnesota
$365K +$14K +96 +4%
GT
485
Glenview Trust
Kentucky
$364K
CIA
486
Choate Investment Advisors
Massachusetts
$359K +$583 +4 +0.2%
GWM
487
Geneos Wealth Management
Colorado
$357K
LIM
488
Leavell Investment Management
Alabama
$357K +$5.83K +40 +2%
CNBT
489
Canandaigua National Bank & Trust
New York
$355K -$12.2K -84 -4%
SFI
490
Siemens Fonds Invest
Germany
$350K
HGERS
491
Householder Group Estate & Retirement Specialist
Arizona
$349K +$6.85K +47 +2%
AIP
492
Ameritas Investment Partners
Nebraska
$346K -$17.5K -120 -5%
CI
493
Cigna Investments
Connecticut
$345K
SCA
494
Snowden Capital Advisors
New York
$344K -$92.9K -637 -22%
LFAS
495
Level Four Advisory Services
Texas
$344K +$12.8K +88 +4%
AAIS
496
ABN AMRO Investment Solutions
$339K +$318K +2,179 New
AIS
497
American Investment Services
Massachusetts
$338K -$27.1K -186 -8%
GWMR
498
GC Wealth Management RIA
Massachusetts
$332K +$312K +2,139 New
EWM
499
Empirical Wealth Management
Washington
$332K -$23.5K -161 -7%
FG
500
Fiduciary Group
Georgia
$324K +$4.23K +29 +1%

EXR Hedge Fund Activity: Q2 2024 in Review

750 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2024, worth a combined $32.1B — up 5.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EXR positions and 46 closed out — a net gain of 55 holders — while 271 added to existing stakes and 253 trimmed.

The largest buyer was Capital World Investors, adding an estimated $489M. The largest seller was Cohen & Steers, cutting an estimated $280M.

  • 750 institutional investors held Extra Space Storage (EXR) as of Q2 2024, up from 707 in Q1 2024.
  • Funds reported $32.1B of Extra Space Storage stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 101 funds opened new Extra Space Storage positions in Q2 2024 and 46 closed out, a net change of +55 holders.
  • The largest Extra Space Storage buyer in Q2 2024 was Capital World Investors, an estimated $489M added.
  • The largest Extra Space Storage seller in Q2 2024 was Cohen & Steers, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2024.