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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
CTC
501
Cetera Trust Company
Minnesota
$360K -$4.22K -25 -1%
NP
502
NorthRock Partners
Minnesota
$358K +$14.3K +85 +4%
STA
503
Summit Trail Advisors
New York
$358K +$63.6K +377 +23%
BFG
504
Bleakley Financial Group
New Jersey
$356K +$13K +77 +4%
SCA
505
Snowden Capital Advisors
New York
$350K -$46.1K -273 -12%
GSCM
506
Greenfield Seitz Capital Management
Texas
$350K
BWIA
507
Bryant Woods Investment Advisors
New York
$349K -$583K -3,452 -64%
MAS
508
Meeder Advisory Services
Ohio
$346K +$59.4K +352 +22%
Optiver Holding
509
Optiver Holding
Netherlands
$345K +$323K +1,916 New
FNWM
510
Financial Network Wealth Management
Utah
$344K +$323K +1,911 New
Bank Julius Baer & Co
511
Bank Julius Baer & Co
Switzerland
$343K -$6.41K -38 -2%
SIA
512
Schechter Investment Advisors
Michigan
$341K -$314K -1,861 -50%
MPM
513
MBB Public Markets
Illinois
$341K -$2.24M -13,285 -88%
HNB
514
Huntington National Bank
Ohio
$338K +$17.4K +103 +6%
GT
515
Greenleaf Trust
Michigan
$338K +$5.06K +30 +2%
CGL
516
Clarius Group LLC
Washington
$336K -$12.8K -76 -4%
TWP
517
Tyche Wealth Partners
Texas
$335K
Connor, Clark & Lunn Investment Management (CC&L)
518
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$334K +$313K +1,852 New
NGA
519
Naples Global Advisors
Florida
$332K
SPA
520
Sherbrooke Park Advisers
New York
$332K +$311K +1,840 New
WPC
521
Wedmont Private Capital
Pennsylvania
$330K +$49.6K +294 +18%
B
522
Bailard
California
$327K +$506 +3 +0.2%
MBT
523
Montecito Bank & Trust
California
$326K +$305K +1,808 New
JAFL
524
Jay A. Fishman Ltd
Michigan
$315K
BMC
525
Beaton Management Company
Massachusetts
$315K

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.