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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 %
TFA
501
Teamwork Financial Advisors
Texas
$272K -$8.02K -50 -3%
FMLI
502
Fukoku Mutual Life Insurance
Japan
$271K – – –
DILIC
503
Dai-ichi Life Insurance Company
Japan
$270K – – –
PCM
504
Parsons Capital Management
Rhode Island
$269K – – –
First Manhattan
505
First Manhattan
New York
$267K +$160 +1 +0.1%
WT
506
Whittier Trust
California
$266K +$11.5K +72 +5%
FFO
507
Fiduciary Family Office
Florida
$265K +$265K +1,654 New
VEA
508
Virtus ETF Advisers
New York
$265K -$180K -1,120 -40%
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$263K – – –
AAIM
510
American Assets Investment Management
California
$258K +$258K +1,610 New
CRIG
511
Charter Research & Investment Group
Connecticut
$258K +$258K +1,610 New
SSWM
512
Sheets Smith Wealth Management
North Carolina
$258K +$258K +1,609 New
Lazard Asset Management
513
Lazard Asset Management
New York
$257K -$335K -2,095 -57%
WC
514
Wexford Capital
Florida
$253K -$232K -1,447 -48%
SWM
515
Spire Wealth Management
Virginia
$252K -$19.1K -130 -7%
HNB
516
Huntington National Bank
Ohio
$249K +$84.5K +527 +51%
T
517
TOBAM
France
$248K -$62.4K -389 -20%
QCM
518
QRG Capital Management
Illinois
$242K +$242K +1,510 New
BCWM
519
Bartlett & Co Wealth Management
Ohio
$242K – – –
SS
520
Simplicity Solutions
Minnesota
$240K -$26.3K -164 -10%
BFG
521
Bleakley Financial Group
New Jersey
$240K -$26.3K -164 -10%
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$240K -$88.5K -552 -27%
BC
523
Bartlett & Co
Ohio
$239K – – –
RAM
524
Ramirez Asset Management
New York
$238K – – –
LNC
525
Lincoln National Corp
Pennsylvania
$234K +$234K +1,460 New
19 20
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