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Extra Space Storage
EXR

Overview Fund Activity

702 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 258 increasing their positions, 251 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
10.18%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
66
Increased
258
Reduced
251
Closed
64
Calls
$26.9M
Puts
$40.2M
Net Calls
-$13.3M
Net Calls Change
-$57.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$685M
2
Invesco
2
Invesco
Georgia
$572M
3
Boston Partners
3
Boston Partners
Massachusetts
$131M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$370M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$407M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.39B
2
Morgan Stanley
2
Morgan Stanley
New York
$245M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$149M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$253M
5
State Street
5
State Street
Massachusetts
$1.98B
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
576
UMB Bank
Missouri
$68.9K -$18.1K -123 -21%
TFIPS
577
Towarzystwo Funduszy Inwestycyjnych PZU SA
$64.7K – – –
MCM
578
Manchester Capital Management
Vermont
$59.5K +$735 +5 +1%
LC
579
Lindbrook Capital
California
$57.6K – – –
MPWT
580
MassMutual Private Wealth & Trust
Connecticut
$56.6K +$7.06K +48 +14%
CAL
581
Capital Analysts LLC
Pennsylvania
$54K – – –
WIM
582
Westside Investment Management
California
$50.7K – – –
ST
583
Smithfield Trust
Pennsylvania
$49K +$3.57K +24 +8%
CFM
584
Catalyst Funds Management
Australia
$44.1K +$44.1K +300 New
LS
585
Livforsakringsbolaget Skandia
Sweden
$44.1K – – –
BGAI
586
Bruce G. Allen Investments
Colorado
$40.3K +$2.5K +17 +7%
GRP
587
Global Retirement Partners
California
$37.8K +$10.6K +72 +39%
AGWCA
588
Annis Gardner Whiting Capital Advisors
Florida
$36.8K -$1.62K -11 -4%
DCM
589
Davis Capital Management
Florida
$36K – – –
HI
590
Harbour Investments
Wisconsin
$28.1K +$6.47K +44 +30%
EWA
591
EverSource Wealth Advisors
Alabama
$27.8K +$1.21K +9 +5%
CA
592
Continuum Advisory
Idaho
$27.1K +$27.1K +185 New
RIL
593
Rothschild Investment LLC
Illinois
$26.3K +$4.7K +32 +22%
QC
594
Quent Capital
New York
$25.4K – – –
CAL
595
Capital Advisors Ltd
Ohio
$25K +$735 +5 +3%
AIM
596
Anchor Investment Management
South Carolina
$25K -$7.35K -50 -23%
SAM
597
Smartleaf Asset Management
Massachusetts
$24.2K +$22.4K +152 +1,267%
CAM
598
Creekmur Asset Management
Illinois
$24.1K – – –
CA
599
Clearstead Advisors
Ohio
$23.5K -$8.58K -58 -27%
FMP
600
Financial Management Professionals
Texas
$23K +$146 +1 +0.6%
22 23
24
25 26