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Extra Space Storage

750 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, 253 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $9.45M

120% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 46

6% more funds holding

Funds holding: 707750 (+43)

5% more capital invested

Capital invested by funds: $30.5B → $32.1B (+$1.59B)

7% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 253

0.51% less ownership

Funds ownership: 98.23%97.72% (-0.51%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
750
Holders Change
+43
Holders Change %
+6.08%
% of All Funds
10.83%
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
253
Closed
46
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
526
Walleye Capital
New York
$278K +$261K +1,788 New
BSW
527
Buckingham Strategic Wealth
Missouri
$276K +$875 +6 +0.3%
HNB
528
Huntington National Bank
Ohio
$276K +$9.18K +63 +4%
SRL
529
Scientech Research LLC
New Jersey
$275K +$258K +1,771 New
SWM
530
Spire Wealth Management
Virginia
$274K -$11.2K -77 -4%
BMC
531
Beaton Management Company
Massachusetts
$272K
JAFL
532
Jay A. Fishman Ltd
Michigan
$272K
FMTC
533
Farmers & Merchants Trust Company
California
$271K
LCM
534
Logan Capital Management
Pennsylvania
$269K
WPC
535
Wedmont Private Capital
Pennsylvania
$268K +$242K +1,657 New
BEI
536
Benjamin Edwards Inc
Missouri
$268K +$15.2K +104 +6%
SPC
537
Sigma Planning Corp
Michigan
$268K -$18.1K -124 -7%
SI
538
Stephens Inc
Arkansas
$263K -$30.6K -210 -11%
DILIC
539
Dai-ichi Life Insurance Company
Japan
$262K
RG
540
Renaissance Group
Kentucky
$262K +$8.16K +56 +3%
PCM
541
Parsons Capital Management
Rhode Island
$261K
APP
542
Avantax Planning Partners
Iowa
$260K
IFG
543
Independent Financial Group
California
$258K -$1.02K -7 -0.4%
WT
544
Whittier Trust
California
$257K
CAG
545
Curtis Advisory Group
California
$257K -$9.91K -68 -4%
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$255K
LA
547
LVW Advisors
New York
$254K -$70.8K -486 -23%
FTWA
548
Fifth Third Wealth Advisors
Ohio
$253K +$237K +1,627 New
CRIG
549
Charter Research & Investment Group
Connecticut
$250K
STA
550
Summit Trail Advisors
New York
$250K +$234K +1,607 New

EXR Hedge Fund Activity: Q2 2024 in Review

750 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2024, worth a combined $32.1B — up 5.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EXR positions and 46 closed out — a net gain of 55 holders — while 271 added to existing stakes and 253 trimmed.

The largest buyer was Capital World Investors, adding an estimated $489M. The largest seller was Cohen & Steers, cutting an estimated $280M.

  • 750 institutional investors held Extra Space Storage (EXR) as of Q2 2024, up from 707 in Q1 2024.
  • Funds reported $32.1B of Extra Space Storage stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 101 funds opened new Extra Space Storage positions in Q2 2024 and 46 closed out, a net change of +55 holders.
  • The largest Extra Space Storage buyer in Q2 2024 was Capital World Investors, an estimated $489M added.
  • The largest Extra Space Storage seller in Q2 2024 was Cohen & Steers, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2024.