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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
KAS
551
Kestra Advisory Services
Texas
$204K +$162K +1,272 New
ACA
552
Aptus Capital Advisors
Alabama
$203K -$56.8K -447 -26%
AWM
553
Alterna Wealth Management
Texas
$201K +$159K +1,251 New
DOA
554
D'Orazio & Associates
Virginia
$200K +$159K +1,249 New
QCG
555
Quadrant Capital Group
Ohio
$191K -$47.3K -372 -24%
SIM
556
Sentry Investment Management
Wisconsin
$175K -$14.9K -117 -10%
BFPW
557
BOK Financial Private Wealth
Colorado
$166K -$800K -6,291 -86%
SIC
558
Salem Investment Counselors
North Carolina
$163K
Capstone Investment Advisors
559
Capstone Investment Advisors
New York
$155K +$42.9K +337 +54%
TH
560
TCTC Holdings
Texas
$153K
BAM
561
Bellevue Asset Management
Washington
$150K
CFO
562
CVA Family Office
Colorado
$148K +$117K +924 New
BEI
563
Benjamin Edwards Inc
Missouri
$145K +$7.63K +60 +7%
SWS
564
SYSTM Wealth Solutions
Illinois
$141K +$112K +882 New
S
565
SignatureFD
Georgia
$138K -$27.2K -214 -20%
IGAM
566
iA Global Asset Management
Quebec, Canada
$137K +$109K +855 New
FFA
567
Farther Finance Advisors
California
$130K +$63.1K +496 +159%
CFGS
568
Concourse Financial Group Securities
Alabama
$128K +$127 +1 +0.1%
PA
569
Parallel Advisors
California
$119K -$7.38K -58 -7%
GI
570
GAMMA Investing
California
$115K +$101K +795 New
UB
571
UMB Bank
Missouri
$94.9K -$3.31K -26 -4%
CI Investments Inc
572
CI Investments Inc
Ontario, Canada
$93K -$10.5M -82,718 -99%
CTC
573
Central Trust Company
Missouri
$90.7K
PIM
574
Plato Investment Management
Australia
$90.1K +$71.5K +562 New
BBHC
575
Brown Brothers Harriman & Co
New York
$89.3K -$2.42K -19 -3%

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.