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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
FMLI
576
Fukoku Mutual Life Insurance
Japan
$222K
SFS
577
Stiles Financial Services
Minnesota
$222K
AWM
578
Axxcess Wealth Management
California
$221K -$10.5K -64 -4%
KTA
579
Keeley-Teton Advisors
Illinois
$219K +$241K +1,467 New
BAM
580
Belpointe Asset Management
Nevada
$219K -$2.13K -13 -1%
IWC
581
Integrated Wealth Concepts
Massachusetts
$215K +$236K +1,440 New
GL
582
Graypoint LLC
New York
$214K -$23.6K -144 -9%
WT
583
Whittier Trust
California
$211K -$39.8K -243 -15%
FWTB
584
First Western Trust Bank
Colorado
$211K
Northwestern Mutual Wealth Management
585
Northwestern Mutual Wealth Management
Wisconsin
$208K -$9.84K -60 -4%
MIM
586
Marco Investment Management
Georgia
$208K
SCTC
587
Sanibel Captiva Trust Company
Florida
$204K
SACTSONJ
588
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$202K
RC
589
RBF Capital
California
$201K
LNWWM
590
Laird Norton Wetherby Wealth Management
California
$200K +$7.54K +46 +4%
QCG
591
Quadrant Capital Group
Ohio
$199K +$12K +73 +6%
RBI
592
Raiffeisen Bank International
Austria
$196K +$218K +1,331 New
FFA
593
Farther Finance Advisors
California
$176K -$16.2K -99 -8%
BCWM
594
Bartlett & Co Wealth Management
Ohio
$176K
CI Investments Inc
595
CI Investments Inc
Ontario, Canada
$175K +$50.8K +310 +36%
AIP
596
Arrowpoint Investment Partners
Singapore
$172K +$189K +1,150 New
BIG
597
Brooklyn Investment Group
New York
$169K +$9.35K +57 +5%
Jones Financial Companies
598
Jones Financial Companies
Missouri
$166K +$30.3K +185 +20%
Federated Hermes
599
Federated Hermes
Pennsylvania
$165K +$122K +745 +207%
LS
600
Livforsakringsbolaget Skandia
Sweden
$165K

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.