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Extra Space Storage

781 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 275 increasing their positions, 272 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $17M

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

2% more funds holding

Funds holding: 768781 (+13)

1% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 272

1.37% less ownership

Funds ownership: 97.67%96.29% (-1.4%)

17% less capital invested

Capital invested by funds: $36.9B → $30.5B (-$6.39B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
781
Holders Change
+13
Holders Change %
+1.69%
% of All Funds
10.29%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
98
Increased
275
Reduced
272
Closed
74
Calls
$22.6M
Puts
$17M
Net Calls
+$5.54M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BWIA
526
Bryant Woods Investment Advisors
New York
$290K
SVWAG
527
Sound View Wealth Advisors Group
Georgia
$285K -$1.05M -6,419 -77%
FNWM
528
Financial Network Wealth Management
Utah
$285K
PFC
529
Phocas Financial Corp
California
$284K +$311K +1,897 New
MSFS
530
Main Street Financial Solutions
Pennsylvania
$283K -$21.8K -133 -7%
CG
531
Cynosure Group
Utah
$282K -$21K -128 -6%
NP
532
NorthRock Partners
Minnesota
$279K -$20.8K -127 -6%
SCA
533
Snowden Capital Advisors
New York
$277K -$14.9K -91 -5%
FB
534
Fulton Bank
Pennsylvania
$276K -$64.9K -396 -18%
CGL
535
Clarius Group LLC
Washington
$276K -$4.92K -30 -2%
NGA
536
Naples Global Advisors
Florida
$275K
BFG
537
Bleakley Financial Group
New Jersey
$274K -$23.8K -145 -7%
B
538
Bailard
California
$272K +$328 +2 +0.1%
CIC
539
Carnegie Investment Counsel
Ohio
$266K +$292K +1,780 New
STA
540
Summit Trail Advisors
New York
$265K -$34.4K -210 -11%
CTC
541
Cetera Trust Company
Minnesota
$265K -$36.9K -225 -11%
DADC
542
D.A. Davidson & Co
Montana
$264K +$55.8K +340 +24%
BMC
543
Beaton Management Company
Massachusetts
$262K
JAFL
544
Jay A. Fishman Ltd
Michigan
$262K
FMTC
545
Farmers & Merchants Trust Company
California
$261K
WPC
546
Wedmont Private Capital
Pennsylvania
$259K -$30.5K -186 -10%
SWP
547
Sagespring Wealth Partners
Tennessee
$254K +$279K +1,701 New
VT
548
Vise Technologies
New York
$253K +$277K +1,689 New
MBT
549
Montecito Bank & Trust
California
$252K -$20K -122 -7%
PCM
550
Parsons Capital Management
Rhode Island
$251K

EXR Hedge Fund Activity: Q4 2024 in Review

781 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2024, worth a combined $30.5B — down 17% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXR positions and 74 closed out — a net gain of 24 holders — while 275 added to existing stakes and 272 trimmed.

The largest buyer was Northern Trust, adding an estimated $154M. The largest seller was Pathway Financial Advisers, cutting an estimated $329M.

  • 781 institutional investors held Extra Space Storage (EXR) as of Q4 2024, up from 768 in Q3 2024.
  • Funds reported $30.5B of Extra Space Storage stock for Q4 2024, down 17% quarter-over-quarter.
  • 98 funds opened new Extra Space Storage positions in Q4 2024 and 74 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q4 2024 was Northern Trust, an estimated $154M added.
  • The largest Extra Space Storage seller in Q4 2024 was Pathway Financial Advisers, an estimated $329M sold.

Based on aggregated 13F filings for Q4 2024.