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Extra Space Storage
EXR

Overview Fund Activity

774 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 272 increasing their positions, 271 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+12
Holders Change %
+1.57%
% of All Funds
10.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
97
Increased
272
Reduced
271
Closed
74
Calls
$22.6M
Puts
$17M
Net Calls
+$5.54M
Net Calls Change
-$42.3M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$141M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$107M
3
MNA
Manning & Napier Advisors
New York
+$107M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$77.8M
5
Cohen & Steers
Cohen & Steers
New York
+$77.3M

Top Sellers

1
PFA
Pathway Financial Advisers
Indiana
-$300M
2
Capital World Investors
Capital World Investors
California
-$158M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$143M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$133M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
501
Choate Investment Advisors
Massachusetts
$334K -$18.4K -123 -5%
QCM
502
QRG Capital Management
Illinois
$331K -$83.6K -559 -20%
AA
503
Auxano Advisors
Washington
$329K -$141K -941 -30%
FCBT
504
First Citizens Bank & Trust
North Carolina
$327K -$43.7K -292 -12%
AAIS
505
ABN AMRO Investment Solutions
$327K -$42.5K -284 -11%
AIS
506
American Investment Services
Massachusetts
$325K – – –
GT
507
Greenleaf Trust
Michigan
$323K +$42.2K +282 +15%
KPWS
508
Kestra Private Wealth Services
Texas
$321K -$272K -1,815 -46%
CI
509
Cigna Investments
Connecticut
$321K -$6.28K -42 -2%
EWM
510
Empirical Wealth Management
Washington
$317K -$2.09K -14 -0.7%
IAA
511
Independent Advisor Alliance
North Carolina
$315K +$85.4K +571 +37%
DBRC
512
D.B. Root & Company
Pennsylvania
$313K +$313K +2,092 New
P
513
&Partners
Tennessee
$312K +$73.9K +499 +31%
EH
514
Equitable Holdings
New York
$309K -$56K -374 -15%
AIP
515
Ameritas Investment Partners
Nebraska
$309K -$12.3K -82 -4%
FG
516
Fiduciary Group
Georgia
$305K -$6.88K -46 -2%
CSIC
517
Clifford Swan Investment Counsel
California
$303K – – –
FHB
518
First Hawaiian Bank
Hawaii
$302K +$60.7K +406 +25%
Lazard Asset Management
519
Lazard Asset Management
New York
$300K +$283K +1,899 +1,711%
Baird Financial Group
520
Baird Financial Group
Wisconsin
$299K +$147K +983 +97%
LI
521
LVZ Inc
Michigan
$296K +$50.6K +338 +21%
BWIA
522
Bryant Woods Investment Advisors
New York
$290K – – –
SVWAG
523
Sound View Wealth Advisors Group
Georgia
$285K -$960K -6,419 -77%
FNWM
524
Financial Network Wealth Management
Utah
$285K – – –
PFC
525
Phocas Financial Corp
California
$284K +$284K +1,897 New
19 20
21
22 23