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Extra Space Storage

713 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 219 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $27.9M

96% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 68

33% more capital invested

Capital invested by funds: $25.4B → $33.8B (+$8.42B)

9% more funds holding

Funds holding: 654713 (+59)

0.98% more ownership

Funds ownership: 99.02%100% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

19% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 269

Holders
713
Holders Change
+59
Holders Change %
+9.02%
% of All Funds
10.4%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
133
Increased
219
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Anchor Investment Management
South Carolina
$35.3K -$4.45K -35 -14%
CA
602
Clearstead Advisors
Ohio
$34.8K -$6.99K -55 -20%
W
603
WealthCollab
Washington
$32.7K +$25.9K +204 New
EWA
604
EverSource Wealth Advisors
Alabama
$31.7K -$4.2K -33 -14%
GWS
605
Glassman Wealth Services
Virginia
$29.7K -$9.79K -77 -29%
GRP
606
Global Retirement Partners
California
$27.8K +$763 +6 +3%
QC
607
Quent Capital
New York
$27.7K
CAM
608
Creekmur Asset Management
Illinois
$26.3K +$20.9K +164 New
CAL
609
Capital Advisors Ltd
Ohio
$26K +$1.14K +9 +6%
FMP
610
Financial Management Professionals
Texas
$25K +$127 +1 +0.6%
HPC
611
HM Payson & Co
Maine
$24.1K
HI
612
Harbour Investments
Wisconsin
$23.6K +$1.02K +8 +6%
RIL
613
Rothschild Investment LLC
Illinois
$23.6K +$18.7K +147 New
EC
614
EdgeRock Capital
Colorado
$23.4K +$20.7K +163 New
BONH
615
Bank of New Hampshire
New Hampshire
$22.1K
QL
616
Quarry LP
New York
$22.1K +$17.5K +138 New
ZB
617
Zions Bancorporation
Utah
$21.3K -$10K -79 -37%
DI
618
DAGCO Inc
Ohio
$21.3K +$16.9K +133 New
DWS
619
Dynamic Wealth Strategies
California
$21.3K +$16.9K +133 New
DIP
620
DT Investment Partners
Pennsylvania
$20.7K
FCA
621
FinTrust Capital Advisors
South Carolina
$20K
BTI
622
Blue Trust Inc
Georgia
$20K -$11.3K -89 -35%
TPCW
623
TD Private Client Wealth
New York
$19.2K -$11.3K -89 -43%
SS
624
Sunbelt Securities
Texas
$18.3K +$127 +1 +0.9%
WAG
625
Wiser Advisor Group
Arizona
$17.4K +$13.9K +109 New

EXR Hedge Fund Activity: Q4 2023 in Review

713 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2023, worth a combined $33.8B — up 33% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXR positions and 68 closed out — a net gain of 65 holders — while 219 added to existing stakes and 269 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $262M. The largest seller was Capital World Investors, cutting an estimated $228M.

  • 713 institutional investors held Extra Space Storage (EXR) as of Q4 2023, up from 654 in Q3 2023.
  • Funds reported $33.8B of Extra Space Storage stock for Q4 2023, up 33% quarter-over-quarter.
  • 133 funds opened new Extra Space Storage positions in Q4 2023 and 68 closed out, a net change of +65 holders.
  • The largest Extra Space Storage buyer in Q4 2023 was Morgan Stanley, an estimated $262M added.
  • The largest Extra Space Storage seller in Q4 2023 was Capital World Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2023.