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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 %
BPA
551
Beacon Pointe Advisors
California
$242K -$9.79K -63 -4%
IIM
552
INTECH Investment Management
Florida
$241K -$599K -3,855 -71%
EFP
553
Elser Financial Planning
Indiana
$240K +$240K +1,543 New
SSWM
554
Sheets Smith Wealth Management
North Carolina
$239K – – –
GL
555
Graypoint LLC
New York
$235K +$235K +1,510 New
ACA
556
Aptus Capital Advisors
Alabama
$231K +$15.9K +102 +7%
RAM
557
Ramirez Asset Management
New York
$230K – – –
FMLI
558
Fukoku Mutual Life Insurance
Japan
$230K – – –
SFS
559
Stiles Financial Services
Minnesota
$230K +$230K +1,481 New
First Manhattan
560
First Manhattan
New York
$226K -$32.6K -210 -13%
ONB
561
Old National Bancorp
Indiana
$225K +$225K +1,445 New
EI
562
Ellevest Inc
New York
$224K +$224K +1,441 New
William Blair & Company
563
William Blair & Company
Illinois
$221K +$221K +1,424 New
FWTB
564
First Western Trust Bank
Colorado
$219K – – –
SCTC
565
Sanibel Captiva Trust Company
Florida
$218K – – –
MIM
566
Marco Investment Management
Georgia
$216K – – –
LHWM
567
Lake Hills Wealth Management
Texas
$214K -$3.89K -25 -2%
FIM
568
Freedom Investment Management
Connecticut
$211K -$115K -738 -35%
LNWWM
569
Laird Norton Wetherby Wealth Management
California
$211K -$21.1K -136 -9%
WA
570
Waverly Advisors
Alabama
$210K +$210K +1,350 New
SACTSONJ
571
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$210K +$210K +1,350 New
RC
572
RBF Capital
California
$209K +$209K +1,342 New
GHAM
573
Gilman Hill Asset Management
Connecticut
$209K +$209K +1,342 New
EL
574
EWA LLC
Pennsylvania
$206K +$206K +1,238 New
FFO
575
Fiduciary Family Office
Florida
$202K -$58.6K -377 -22%
21 22
23
24 25