We are live on ! Find out more
EXR icon

Extra Space Storage

768 hedge funds and large institutions have $36.9B invested in Extra Space Storage in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 278 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $62.3M | Put options by funds: $14.5M

39% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 61

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more capital invested

Capital invested by funds: $32.1B → $36.9B (+$4.79B)

2% more funds holding

Funds holding: 750768 (+18)

0.06% less ownership

Funds ownership: 97.72%97.67% (-0.06%)

5% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 278

Holders
768
Holders Change
+18
Holders Change %
+2.4%
% of All Funds
11.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
85
Increased
264
Reduced
278
Closed
61
Calls
$62.3M
Puts
$14.5M
Net Calls
+$47.8M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
476
Delta Capital Management
New Jersey
$437K
LWAM
477
Legacy Wealth Asset Management
Minnesota
$432K +$8.61K +51 +2%
GSEP
478
Golden State Equity Partners
California
$430K +$402K +2,384 New
VSQM
479
V-Square Quantitative Management
Illinois
$426K +$77.3K +458 +24%
CIA
480
Choate Investment Advisors
Massachusetts
$424K +$7.09K +42 +2%
RMCM
481
Reynders McVeigh Capital Management
Massachusetts
$423K
GT
482
Glenview Trust
Kentucky
$422K
PI
483
PEAK6 Investments
Illinois
$414K +$70.9K +420 +22%
LIM
484
Leavell Investment Management
Alabama
$414K
CNBT
485
Canandaigua National Bank & Trust
New York
$412K
GWM
486
Geneos Wealth Management
Colorado
$410K -$4.22K -25 -1%
HGERS
487
Householder Group Estate & Retirement Specialist
Arizona
$409K +$3.54K +21 +0.9%
SFI
488
Siemens Fonds Invest
Germany
$406K
FB
489
Fulton Bank
Pennsylvania
$404K -$207K -1,224 -35%
William Blair & Company
490
William Blair & Company
Illinois
$394K +$129K +765 +54%
CI
491
Cigna Investments
Connecticut
$394K -$5.57K -33 -1%
AIS
492
American Investment Services
Massachusetts
$392K
DWM
493
Dynasty Wealth Management
Florida
$391K -$405K -2,399 -53%
AIP
494
Ameritas Investment Partners
Nebraska
$387K -$13.7K -81 -4%
EWM
495
Empirical Wealth Management
Washington
$385K
FG
496
Fiduciary Group
Georgia
$375K -$1.01K -6 -0.3%
LFAS
497
Level Four Advisory Services
Texas
$370K +$8.44K +50 +2%
CSIC
498
Clifford Swan Investment Counsel
California
$365K
MSFS
499
Main Street Financial Solutions
Pennsylvania
$365K -$5.23K -31 -2%
CG
500
Cynosure Group
Utah
$362K -$67.7K -401 -17%

EXR Hedge Fund Activity: Q3 2024 in Review

768 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2024, worth a combined $36.9B — up 15% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EXR positions and 61 closed out — a net gain of 24 holders — while 264 added to existing stakes and 278 trimmed.

The largest buyer was Capital World Investors, adding an estimated $429M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 768 institutional investors held Extra Space Storage (EXR) as of Q3 2024, up from 750 in Q2 2024.
  • Funds reported $36.9B of Extra Space Storage stock for Q3 2024, up 15% quarter-over-quarter.
  • 85 funds opened new Extra Space Storage positions in Q3 2024 and 61 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q3 2024 was Capital World Investors, an estimated $429M added.
  • The largest Extra Space Storage seller in Q3 2024 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2024.