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Extra Space Storage
EXR

Overview Fund Activity

746 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, 250 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
+44
Holders Change %
+6.27%
% of All Funds
10.85%
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
250
Closed
45
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.04B
2
Boston Partners
2
Boston Partners
Massachusetts
$419M
3
Citadel Advisors
3
Citadel Advisors
Florida
$89.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$478M
5
HCM
5
Hamlin Capital Management
New York
$82.3M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.36B
2
UBS AM
2
UBS AM
Illinois
$37.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$553M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$99.6M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRL
526
Scientech Research LLC
New Jersey
$275K +$275K +1,771 New
SWM
527
Spire Wealth Management
Virginia
$274K -$12K -77 -4%
BMC
528
Beaton Management Company
Massachusetts
$272K – – –
JAFL
529
Jay A. Fishman Ltd
Michigan
$272K – – –
FMTC
530
Farmers & Merchants Trust Company
California
$271K – – –
LCM
531
Logan Capital Management
Pennsylvania
$269K – – –
WPC
532
Wedmont Private Capital
Pennsylvania
$268K +$268K +1,657 New
BEI
533
Benjamin Edwards Inc
Missouri
$268K +$16.2K +104 +6%
SPC
534
Sigma Planning Corp
Michigan
$268K -$19.3K -124 -7%
SI
535
Stephens Inc
Arkansas
$263K -$32.6K -210 -11%
DILIC
536
Dai-ichi Life Insurance Company
Japan
$262K – – –
RG
537
Renaissance Group
Kentucky
$262K +$8.7K +56 +3%
PCM
538
Parsons Capital Management
Rhode Island
$261K – – –
APP
539
Avantax Planning Partners
Iowa
$260K – – –
WT
540
Whittier Trust
California
$257K – – –
CAG
541
Curtis Advisory Group
California
$257K -$10.6K -68 -4%
FMII
542
Farmers & Merchants Investments Inc
Nebraska
$255K – – –
LA
543
LVW Advisors
New York
$254K -$75.5K -486 -23%
FTWA
544
Fifth Third Wealth Advisors
Ohio
$253K +$253K +1,627 New
CRIG
545
Charter Research & Investment Group
Connecticut
$250K – – –
STA
546
Summit Trail Advisors
New York
$250K +$250K +1,607 New
IAA
547
Independent Advisor Alliance
North Carolina
$250K +$250K +1,607 New
FCM
548
FJ Capital Management
Virginia
$247K +$247K +1,587 New
LI
549
LVZ Inc
Michigan
$245K +$2.95K +19 +1%
MAS
550
Meeder Advisory Services
Ohio
$244K +$244K +1,570 New
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