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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
GHAM
576
Gilman Hill Asset Management
Connecticut
$209K +$196K +1,342 New
RC
577
RBF Capital
California
$209K +$196K +1,342 New
EL
578
EWA LLC
Pennsylvania
$206K +$180K +1,238 New
FFO
579
Fiduciary Family Office
Florida
$202K -$55K -377 -22%
EPA
580
Element Pointe Advisors
Florida
$202K +$190K +1,303 New
VEA
581
Virtus ETF Advisers
New York
$201K -$732K -5,022 -79%
AWM
582
Axxcess Wealth Management
California
$201K +$189K +1,294 New
QCG
583
Quadrant Capital Group
Ohio
$195K +$13.3K +91 +8%
BCWM
584
Bartlett & Co Wealth Management
Ohio
$183K -$43.7K -300 -20%
LFG
585
Larson Financial Group
Missouri
$175K +$164K +1,127 +112,700%
C
586
Covestor
United Kingdom
$152K +$56K +384 +65%
TH
587
TCTC Holdings
Texas
$148K
CI Investments Inc
588
CI Investments Inc
Ontario, Canada
$147K +$6.12K +42 +5%
AAP
589
Arax Advisory Partners
Colorado
$147K +$8.75K +60 +7%
BAM
590
Bellevue Asset Management
Washington
$146K
CFO
591
CVA Family Office
Colorado
$144K +$146 +1 +0.1%
SIC
592
Salem Investment Counselors
North Carolina
$142K -$7.29K -50 -5%
SIM
593
Sentry Investment Management
Wisconsin
$141K -$27K -185 -17%
T
594
TOBAM
France
$139K -$94K -645 -42%
FFA
595
Farther Finance Advisors
California
$139K +$18.8K +129 +16%
QL
596
Quarry LP
New York
$135K +$119K +814 +1,480%
S
597
SignatureFD
Georgia
$131K -$292 -2 -0.2%
HNB
598
Hilltop National Bank
Wyoming
$128K +$9.33K +64 +8%
HWA
599
HHM Wealth Advisors
Tennessee
$120K +$100K +689 +830%
PA
600
Parallel Advisors
California
$119K +$5.1K +35 +5%

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.