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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
RCM
551
RNC Capital Management
California
$250K +$274K +1,673 New
APP
552
Avantax Planning Partners
Iowa
$249K
FC
553
Fulcrum Capital
Washington
$248K +$28.2K +172 +12%
RG
554
Renaissance Group
Kentucky
$247K -$6.07K -37 -2%
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$246K
ACA
556
Aptus Capital Advisors
Alabama
$245K +$11.2K +68 +4%
CRIG
557
Charter Research & Investment Group
Connecticut
$241K
OTPPB
558
Ontario Teachers' Pension Plan Board
Ontario, Canada
$239K +$262K +1,597 New
LA
559
LVW Advisors
New York
$238K
NCFG
560
New Century Financial Group
New Jersey
$238K +$258K +1,575 New
OIA
561
OneDigital Investment Advisors
Kansas
$236K +$67.4K +411 +35%
SI
562
Stephens Inc
Arkansas
$235K -$14.9K -91 -5%
HPC
563
HM Payson & Co
Maine
$235K -$492 -3 -0.2%
DOA
564
D'Orazio & Associates
Virginia
$234K +$48.9K +298 +24%
WIA
565
World Investment Advisors
California
$233K +$59.7K +364 +30%
CAG
566
Curtis Advisory Group
California
$232K -$8.2K -50 -3%
FTWA
567
Fifth Third Wealth Advisors
Ohio
$232K -$11.3K -69 -4%
EFP
568
Elser Financial Planning
Indiana
$231K +$253K +1,543 New
SSWM
569
Sheets Smith Wealth Management
North Carolina
$231K
SAM
570
Shell Asset Management
Netherlands
$226K -$20.2K -123 -8%
First Manhattan
571
First Manhattan
New York
$225K +$7.54K +46 +3%
SPC
572
Sigma Planning Corp
Michigan
$225K -$23.4K -143 -9%
WAM
573
Weiss Asset Management
Massachusetts
$224K +$246K +1,500 New
GHAM
574
Gilman Hill Asset Management
Connecticut
$223K +$28.7K +175 +13%
RAM
575
Ramirez Asset Management
New York
$222K

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.