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Extra Space Storage

768 hedge funds and large institutions have $36.9B invested in Extra Space Storage in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 278 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $62.3M | Put options by funds: $14.5M

39% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 61

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more capital invested

Capital invested by funds: $32.1B → $36.9B (+$4.79B)

2% more funds holding

Funds holding: 750768 (+18)

0.06% less ownership

Funds ownership: 97.72%97.67% (-0.06%)

5% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 278

Holders
768
Holders Change
+18
Holders Change %
+2.4%
% of All Funds
11.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
85
Increased
264
Reduced
278
Closed
61
Calls
$62.3M
Puts
$14.5M
Net Calls
+$47.8M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
576
Walleye Capital
New York
$231K -$85.7K -508 -28%
FFA
577
Farther Finance Advisors
California
$230K +$61.1K +362 +40%
DOA
578
D'Orazio & Associates
Virginia
$228K +$214K +1,268 New
QCG
579
Quadrant Capital Group
Ohio
$226K -$169 -1 -0.1%
BAM
580
Belpointe Asset Management
Nevada
$225K +$211K +1,249 New
CIA
581
Concurrent Investment Advisors
Florida
$221K +$207K +1,228 New
FIM
582
Freedom Investment Management
Connecticut
$217K -$25.5K -151 -11%
WIA
583
World Investment Advisors
California
$216K +$202K +1,196 New
4WM
584
44 Wealth Management
Oregon
$214K +$214K +1,267 New
MFG
585
Merit Financial Group
Georgia
$214K -$252K -1,491 -56%
BCWM
586
Bartlett & Co Wealth Management
Ohio
$212K
OIA
587
OneDigital Investment Advisors
Kansas
$210K +$197K +1,166 New
MIM
588
Morningstar Investment Management
Illinois
$210K +$207K +1,225 New
EI
589
Ellevest Inc
New York
$210K -$46.9K -278 -19%
MGP
590
M&G plc
United Kingdom
$210K +$196K +1,164 New
Koshinski Asset Management
591
Koshinski Asset Management
Illinois
$209K +$196K +1,162 New
JSW
592
Journey Strategic Wealth
New Jersey
$209K +$195K +1,158 New
EL
593
EWA LLC
Pennsylvania
$208K +$6.25K +37 +3%
WIM
594
Warwick Investment Management
Texas
$202K +$189K +1,122 New
TPCW
595
TD Private Client Wealth
New York
$199K -$228K -1,350 -55%
LS
596
Livforsakringsbolaget Skandia
Sweden
$198K +$135K +800 +267%
BIG
597
Brooklyn Investment Group
New York
$194K +$181K +1,075 New
T
598
TOBAM
France
$186K +$22.8K +135 +15%
Baird Financial Group
599
Baird Financial Group
Wisconsin
$183K -$279K -1,654 -62%
TH
600
TCTC Holdings
Texas
$172K

EXR Hedge Fund Activity: Q3 2024 in Review

768 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2024, worth a combined $36.9B — up 15% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EXR positions and 61 closed out — a net gain of 24 holders — while 264 added to existing stakes and 278 trimmed.

The largest buyer was Capital World Investors, adding an estimated $429M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 768 institutional investors held Extra Space Storage (EXR) as of Q3 2024, up from 750 in Q2 2024.
  • Funds reported $36.9B of Extra Space Storage stock for Q3 2024, up 15% quarter-over-quarter.
  • 85 funds opened new Extra Space Storage positions in Q3 2024 and 61 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q3 2024 was Capital World Investors, an estimated $429M added.
  • The largest Extra Space Storage seller in Q3 2024 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2024.