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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
FMC
476
First Merchants Corp
Indiana
$422K
SFA
477
Sequoia Financial Advisors
Ohio
$422K +$47.9K +292 +12%
HVIA
478
Hudson Valley Investment Advisors
New York
$421K -$8.53K -52 -2%
ECM
479
Everence Capital Management
Indiana
$420K -$55.8K -340 -11%
HWM
480
HB Wealth Management
Georgia
$405K -$6.39K -39 -1%
HGWM
481
Horst & Graben Wealth Management
Oregon
$405K +$4.1K +25 +0.9%
SPC
482
Spirepoint Private Client
Florida
$404K +$443K +2,700 New
PAS
483
Point72 Asia (Singapore)
Singapore
$403K +$442K +2,694 New
OTL
484
Oak Thistle LLC
New York
$399K +$437K +2,664 New
VSQM
485
V-Square Quantitative Management
Illinois
$394K +$44.6K +272 +12%
William Blair & Company
486
William Blair & Company
Illinois
$387K +$65.4K +399 +18%
SCP
487
Sandhill Capital Partners
New York
$387K
DCM
488
Delta Capital Management
New Jersey
$372K +$9.84K +60 +2%
WSFS
489
Wilmington Savings Fund Society
Delaware
$370K -$189K -1,155 -32%
PL
490
Perpetual Ltd
Australia
$366K -$1.45M -8,862 -78%
LFAS
491
Level Four Advisory Services
Texas
$364K +$28.4K +173 +8%
LWAM
492
Legacy Wealth Asset Management
Minnesota
$359K
FAM
493
Fairtree Asset Management
South Africa
$356K +$390K +2,380 New
RMCM
494
Reynders McVeigh Capital Management
Massachusetts
$351K
GT
495
Glenview Trust
Kentucky
$350K
SW
496
SMART Wealth
Nebraska
$348K -$430K -2,620 -53%
LIM
497
Leavell Investment Management
Alabama
$344K +$164 +1 +0%
OCM
498
One Capital Management
California
$342K -$749K -4,570 -67%
CNBT
499
Canandaigua National Bank & Trust
New York
$342K
SFI
500
Siemens Fonds Invest
Germany
$342K +$11.2K +68 +3%

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.