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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
Lazard Asset Management
601
Lazard Asset Management
New York
$110K -$128K -876 -55%
ETS
602
ESL Trust Services
New York
$110K +$4.96K +34 +5%
FLPIM
603
F.L. Putnam Investment Management
Massachusetts
$104K +$97.8K +671 New
CH
604
Cromwell Holdings
Wyoming
$101K +$94.9K +651 New
TF
605
Tompkins Financial
New York
$101K
SS
606
Sunbelt Securities
Texas
$95.9K +$73.3K +503 +441%
TFF
607
The Family Firm
Maryland
$95.8K +$89.9K +617 New
TFIPS
608
Towarzystwo Funduszy Inwestycyjnych PZU SA
$88.6K +$19K +130 +30%
CTC
609
Central Trust Company
Missouri
$88K -$1.31K -9 -2%
BBHC
610
Brown Brothers Harriman & Co
New York
$85.6K
MC
611
Muzinich & Co
New York
$85.2K
RIL
612
Rothschild Investment LLC
Illinois
$84.9K +$53.5K +367 +205%
PFBT
613
Parkside Financial Bank & Trust
Missouri
$84.2K +$3.5K +24 +5%
LTI
614
Laffer Tengler Investments
Tennessee
$82.4K +$292 +2 +0.4%
CFGS
615
Concourse Financial Group Securities
Alabama
$82.2K +$1.6K +11 +2%
ATPW
616
Ashton Thomas Private Wealth
Arizona
$79.6K +$74.6K +512 New
MCM
617
Manchester Capital Management
Vermont
$79.4K +$15.5K +106 +26%
GXJ
618
Global X Japan
Japan
$77.9K +$73K +501 New
AA
619
Alta Advisers
United Kingdom
$77.7K
CA
620
Cornerstone Advisors
North Carolina
$77.7K
UB
621
UMB Bank
Missouri
$77.7K +$4.52K +31 +7%
BCMLT
622
Beacon Capital Management LLC (Tennessee)
Tennessee
$76K -$49.4K -339 -41%
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$71.6K +$11.1K +76 +20%
AAG
624
Armstrong Advisory Group
Massachusetts
$68.8K -$14.6K -100 -18%
LC
625
Lindbrook Capital
California
$63.4K +$2.33K +16 +4%

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.