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Extra Space Storage

768 hedge funds and large institutions have $36.9B invested in Extra Space Storage in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 278 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $62.3M | Put options by funds: $14.5M

39% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 61

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more capital invested

Capital invested by funds: $32.1B → $36.9B (+$4.79B)

2% more funds holding

Funds holding: 750768 (+18)

0.06% less ownership

Funds ownership: 97.72%97.67% (-0.06%)

5% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 278

Holders
768
Holders Change
+18
Holders Change %
+2.4%
% of All Funds
11.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
85
Increased
264
Reduced
278
Closed
61
Calls
$62.3M
Puts
$14.5M
Net Calls
+$47.8M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
526
Farmers & Merchants Trust Company
California
$314K
LCM
527
Logan Capital Management
Pennsylvania
$312K
SWM
528
Spire Wealth Management
Virginia
$309K -$8.44K -50 -3%
RG
529
Renaissance Group
Kentucky
$304K
PCM
530
Parsons Capital Management
Rhode Island
$302K
APP
531
Avantax Planning Partners
Iowa
$300K -$1.01K -6 -0.4%
SI
532
Stephens Inc
Arkansas
$299K -$5.06K -30 -2%
WT
533
Whittier Trust
California
$298K
PIM
534
Penobscot Investment Management
Massachusetts
$298K -$278K -1,650 -50%
CA
535
CoreCap Advisors
Michigan
$297K -$124K -733 -31%
KAS
536
Kestra Advisory Services
Texas
$297K -$233K -1,382 -46%
SPC
537
Sigma Planning Corp
Michigan
$296K -$13K -77 -4%
FMII
538
Farmers & Merchants Investments Inc
Nebraska
$296K
LI
539
LVZ Inc
Michigan
$295K +$11K +65 +4%
SAM
540
Shell Asset Management
Netherlands
$295K +$276K +1,637 New
FTWA
541
Fifth Third Wealth Advisors
Ohio
$292K -$1.52K -9 -0.6%
FHB
542
First Hawaiian Bank
Hawaii
$291K -$202K -1,197 -43%
CRIG
543
Charter Research & Investment Group
Connecticut
$290K
P
544
&Partners
Tennessee
$289K +$271K +1,606 New
CAG
545
Curtis Advisory Group
California
$289K -$8.44K -50 -3%
ONB
546
Old National Bancorp
Indiana
$288K +$25.5K +151 +10%
LA
547
LVW Advisors
New York
$287K -$6.92K -41 -3%
GL
548
Graypoint LLC
New York
$284K +$11K +65 +4%
HPC
549
HM Payson & Co
Maine
$283K +$240K +1,422 +948%
ACA
550
Aptus Capital Advisors
Alabama
$283K +$13.8K +82 +6%

EXR Hedge Fund Activity: Q3 2024 in Review

768 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2024, worth a combined $36.9B — up 15% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EXR positions and 61 closed out — a net gain of 24 holders — while 264 added to existing stakes and 278 trimmed.

The largest buyer was Capital World Investors, adding an estimated $429M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 768 institutional investors held Extra Space Storage (EXR) as of Q3 2024, up from 750 in Q2 2024.
  • Funds reported $36.9B of Extra Space Storage stock for Q3 2024, up 15% quarter-over-quarter.
  • 85 funds opened new Extra Space Storage positions in Q3 2024 and 61 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q3 2024 was Capital World Investors, an estimated $429M added.
  • The largest Extra Space Storage seller in Q3 2024 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2024.