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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
AAP
601
Arax Advisory Partners
Colorado
$170K
BAM
602
Bellevue Asset Management
Washington
$169K +$169 +1 +0.1%
CFO
603
CVA Family Office
Colorado
$168K +$675 +4 +0.4%
CTC
604
Central Trust Company
Missouri
$168K +$61.4K +364 +64%
SIC
605
Salem Investment Counselors
North Carolina
$164K
LFG
606
Larson Financial Group
Missouri
$164K -$36.8K -218 -19%
Jones Financial Companies
607
Jones Financial Companies
Missouri
$164K +$110K +651 +238%
SIM
608
Sentry Investment Management
Wisconsin
$163K
WTC
609
WhitTier Trust Company
Nevada
$160K +$102K +603 +211%
S
610
SignatureFD
Georgia
$158K +$5.57K +33 +4%
HWA
611
HHM Wealth Advisors
Tennessee
$155K +$15K +89 +12%
C
612
Covestor
United Kingdom
$155K -$19.4K -115 -12%
CI Investments Inc
613
CI Investments Inc
Ontario, Canada
$155K -$14.9K -88 -9%
HNB
614
Hilltop National Bank
Wyoming
$140K -$7.76K -46 -6%
BTI
615
Blue Trust Inc
Georgia
$139K +$111K +659 +278%
ETC
616
Exchange Traded Concepts
Oklahoma
$136K +$128K +757 New
PA
617
Parallel Advisors
California
$134K -$4.56K -27 -4%
TFIPS
618
Towarzystwo Funduszy Inwestycyjnych PZU SA
$133K +$28.7K +170 +30%
DPW
619
DiNuzzo Private Wealth
Pennsylvania
$129K +$121K +715 New
ETS
620
ESL Trust Services
New York
$121K -$5.74K -34 -5%
CH
621
Cromwell Holdings
Wyoming
$117K
TF
622
Tompkins Financial
New York
$117K
SAM
623
Smartleaf Asset Management
Massachusetts
$114K +$68K +403 +169%
BBHC
624
Brown Brothers Harriman & Co
New York
$108K +$8.27K +49 +9%
ABWM
625
Alpine Bank Wealth Management
Colorado
$105K +$98.2K +582 New

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.