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Extra Space Storage

713 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 219 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $27.9M

96% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 68

33% more capital invested

Capital invested by funds: $25.4B → $33.8B (+$8.42B)

9% more funds holding

Funds holding: 654713 (+59)

0.98% more ownership

Funds ownership: 99.02%100% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

19% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 269

Holders
713
Holders Change
+59
Holders Change %
+9.02%
% of All Funds
10.4%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
133
Increased
219
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$240K -$70.2K -552 -27%
BC
527
Bartlett & Co
Ohio
$239K
RAM
528
Ramirez Asset Management
New York
$238K
LNC
529
Lincoln National Corp
Pennsylvania
$234K +$186K +1,460 New
CFAM
530
Center For Asset Management
Florida
$232K +$184K +1,445 New
FWTB
531
First Western Trust Bank
Colorado
$229K +$181K +1,426 New
WVP
532
Worth Venture Partners
New Jersey
$224K +$178K +1,400 New
DTL
533
Dynamic Technology Lab
Singapore
$224K +$178K +1,398 New
MIM
534
Marco Investment Management
Georgia
$223K +$177K +1,390 New
DGAM
535
Desjardins Global Asset Management
Quebec, Canada
$219K +$2.29K +18 +1%
SCTC
536
Sanibel Captiva Trust Company
Florida
$218K +$173K +1,361 New
SACTSONJ
537
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$216K +$172K +1,350 New
HWM
538
HB Wealth Management
Georgia
$216K -$129K -1,013 -43%
DWT
539
Dorsey & Whitney Trust
South Dakota
$215K +$171K +1,344 New
EC
540
Elequin Capital
New York
$215K -$2.69M -21,139 -94%
GHAM
541
Gilman Hill Asset Management
Connecticut
$215K +$171K +1,342 New
RC
542
RBF Capital
California
$215K +$171K +1,342 New
AWM
543
Axxcess Wealth Management
California
$214K -$4.51M -35,450 -96%
AF
544
Allworth Financial
California
$212K -$53.3K -419 -24%
RG
545
Renaissance Group
Kentucky
$211K +$167K +1,316 New
EPA
546
Element Pointe Advisors
Florida
$209K +$166K +1,303 New
DADC
547
D.A. Davidson & Co
Montana
$207K +$164K +1,292 New
WI
548
Wintrust Investments
Illinois
$207K +$164K +1,293 New
EI
549
Ellevest Inc
New York
$205K +$163K +1,278 New
NP
550
NorthRock Partners
Minnesota
$205K +$163K +1,278 New

EXR Hedge Fund Activity: Q4 2023 in Review

713 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2023, worth a combined $33.8B — up 33% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXR positions and 68 closed out — a net gain of 65 holders — while 219 added to existing stakes and 269 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $262M. The largest seller was Capital World Investors, cutting an estimated $228M.

  • 713 institutional investors held Extra Space Storage (EXR) as of Q4 2023, up from 654 in Q3 2023.
  • Funds reported $33.8B of Extra Space Storage stock for Q4 2023, up 33% quarter-over-quarter.
  • 133 funds opened new Extra Space Storage positions in Q4 2023 and 68 closed out, a net change of +65 holders.
  • The largest Extra Space Storage buyer in Q4 2023 was Morgan Stanley, an estimated $262M added.
  • The largest Extra Space Storage seller in Q4 2023 was Capital World Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2023.