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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
GWM
501
Geneos Wealth Management
Colorado
$340K
HNB
502
Huntington National Bank
Ohio
$337K +$61K +372 +20%
MAS
503
Meeder Advisory Services
Ohio
$334K +$51.3K +313 +16%
CIA
504
Choate Investment Advisors
Massachusetts
$334K -$20.2K -123 -5%
QCM
505
QRG Capital Management
Illinois
$331K -$91.7K -559 -20%
AA
506
Auxano Advisors
Washington
$329K -$154K -941 -30%
FCBT
507
First Citizens Bank & Trust
North Carolina
$327K -$47.9K -292 -12%
AAIS
508
ABN AMRO Investment Solutions
$327K -$46.6K -284 -11%
AIS
509
American Investment Services
Massachusetts
$325K
GT
510
Greenleaf Trust
Michigan
$323K +$46.2K +282 +15%
KPWS
511
Kestra Private Wealth Services
Texas
$321K -$298K -1,815 -46%
CI
512
Cigna Investments
Connecticut
$321K -$6.89K -42 -2%
EWM
513
Empirical Wealth Management
Washington
$317K -$2.3K -14 -0.7%
IAA
514
Independent Advisor Alliance
North Carolina
$315K +$93.6K +571 +37%
DBRC
515
D.B. Root & Company
Pennsylvania
$313K +$343K +2,092 New
P
516
&Partners
Tennessee
$312K +$81.8K +499 +31%
EH
517
Equitable Holdings
New York
$309K -$61.3K -374 -15%
AIP
518
Ameritas Investment Partners
Nebraska
$309K -$13.4K -82 -4%
FG
519
Fiduciary Group
Georgia
$305K -$7.54K -46 -2%
CSIC
520
Clifford Swan Investment Counsel
California
$303K
FHB
521
First Hawaiian Bank
Hawaii
$302K +$66.6K +406 +25%
Lazard Asset Management
522
Lazard Asset Management
New York
$300K +$311K +1,899 +1,711%
Baird Financial Group
523
Baird Financial Group
Wisconsin
$299K +$161K +983 +97%
LI
524
LVZ Inc
Michigan
$296K +$55.4K +338 +21%
GSCM
525
Greenfield Seitz Capital Management
Texas
$291K

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.