EXR icon

Extra Space Storage
EXR

Overview Fund Activity

746 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, 250 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
+44
Holders Change %
+6.27%
% of All Funds
10.85%
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
250
Closed
45
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.04B
2
Boston Partners
2
Boston Partners
Massachusetts
$419M
3
Citadel Advisors
3
Citadel Advisors
Florida
$89.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$478M
5
HCM
5
Hamlin Capital Management
New York
$82.3M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.36B
2
UBS AM
2
UBS AM
Illinois
$37.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$553M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$99.6M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
501
Mount Yale Investment Advisors
Colorado
$320K +$320K +2,058 New
TSS
502
Two Sigma Securities
New York
$320K +$320K +2,058 New
MSFS
503
Main Street Financial Solutions
Pennsylvania
$320K – – –
QCM
504
QRG Capital Management
Illinois
$317K +$70.6K +454 +29%
Alyeska Investment Group
505
Alyeska Investment Group
Illinois
$317K -$25.1M -161,273 -99%
Northwestern Mutual Wealth Management
506
Northwestern Mutual Wealth Management
Wisconsin
$316K +$6.68K +43 +2%
CSIC
507
Clifford Swan Investment Counsel
California
$315K – – –
CTC
508
Cetera Trust Company
Minnesota
$314K – – –
CGL
509
Clarius Group LLC
Washington
$303K -$20.8K -134 -6%
SWP
510
Stratos Wealth Partners
Ohio
$301K -$45.4K -292 -13%
EGM
511
Engineers Gate Manager
New York
$301K +$301K +1,934 New
VSQM
512
V-Square Quantitative Management
Illinois
$296K -$14.3K -92 -5%
NP
513
NorthRock Partners
Minnesota
$296K +$76.5K +492 +35%
BFG
514
Bleakley Financial Group
New Jersey
$295K +$37.9K +244 +15%
SW
515
Simplicity Wealth
New Jersey
$295K +$40.6K +261 +16%
PI
516
PEAK6 Investments
Illinois
$292K -$2.99M -19,255 -91%
CG
517
Caprock Group
Idaho
$291K -$14.8K -95 -5%
TWP
518
Tyche Wealth Partners
Texas
$289K – – –
GT
519
Greenleaf Trust
Michigan
$287K +$6.53K +42 +2%
NGA
520
Naples Global Advisors
Florida
$286K – – –
Bank Julius Baer & Co
521
Bank Julius Baer & Co
Switzerland
$286K -$11.2K -72 -4%
B
522
Bailard
California
$282K – – –
Walleye Capital
523
Walleye Capital
New York
$278K +$278K +1,788 New
BSW
524
Buckingham Strategic Wealth
Missouri
$276K +$932 +6 +0.3%
HNB
525
Huntington National Bank
Ohio
$276K +$9.79K +63 +4%
19 20
21
22 23