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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
IAA
551
Independent Advisor Alliance
North Carolina
$250K +$234K +1,607 New
FCM
552
FJ Capital Management
Virginia
$247K +$231K +1,587 New
LI
553
LVZ Inc
Michigan
$245K +$2.77K +19 +1%
MAS
554
Meeder Advisory Services
Ohio
$244K +$229K +1,570 New
BPA
555
Beacon Pointe Advisors
California
$242K -$9.18K -63 -4%
IIM
556
INTECH Investment Management
Florida
$241K -$562K -3,855 -71%
EFP
557
Elser Financial Planning
Indiana
$240K +$225K +1,543 New
SSWM
558
Sheets Smith Wealth Management
North Carolina
$239K
GL
559
Graypoint LLC
New York
$235K +$220K +1,510 New
ACA
560
Aptus Capital Advisors
Alabama
$231K +$14.9K +102 +7%
RAM
561
Ramirez Asset Management
New York
$230K
FMLI
562
Fukoku Mutual Life Insurance
Japan
$230K
SFS
563
Stiles Financial Services
Minnesota
$230K +$216K +1,481 New
First Manhattan
564
First Manhattan
New York
$226K -$30.6K -210 -13%
ONB
565
Old National Bancorp
Indiana
$225K +$211K +1,445 New
EI
566
Ellevest Inc
New York
$224K +$210K +1,441 New
William Blair & Company
567
William Blair & Company
Illinois
$221K +$208K +1,424 New
FWTB
568
First Western Trust Bank
Colorado
$219K
SCTC
569
Sanibel Captiva Trust Company
Florida
$218K
MIM
570
Marco Investment Management
Georgia
$216K
LHWM
571
Lake Hills Wealth Management
Texas
$214K -$3.64K -25 -2%
FIM
572
Freedom Investment Management
Connecticut
$211K -$108K -738 -35%
LNWWM
573
Laird Norton Wetherby Wealth Management
California
$211K -$19.8K -136 -9%
SACTSONJ
574
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$210K +$197K +1,350 New
WA
575
Waverly Advisors
Alabama
$210K +$197K +1,350 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.