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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
PA
601
Parallel Advisors
California
$164K +$57.9K +353 +48%
SWM
602
Spire Wealth Management
Virginia
$159K -$107K -650 -38%
S
603
SignatureFD
Georgia
$156K +$27.9K +170 +19%
CA
604
CoreCap Advisors
Michigan
$144K -$113K -688 -42%
CFO
605
CVA Family Office
Colorado
$144K +$4.92K +30 +3%
AAP
606
Arax Advisory Partners
Colorado
$143K +$2.3K +14 +1%
T
607
TOBAM
France
$143K -$12.1K -74 -7%
TH
608
TCTC Holdings
Texas
$143K
BAM
609
Bellevue Asset Management
Washington
$141K
C
610
Covestor
United Kingdom
$137K +$9.68K +59 +7%
SIC
611
Salem Investment Counselors
North Carolina
$136K
CTC
612
Central Trust Company
Missouri
$135K -$4.26K -26 -3%
EWA
613
EverSource Wealth Advisors
Alabama
$130K +$101K +615 +245%
HWA
614
HHM Wealth Advisors
Tennessee
$129K
ETC
615
Exchange Traded Concepts
Oklahoma
$129K +$17.1K +104 +14%
WTC
616
WhitTier Trust Company
Nevada
$127K -$7.05K -43 -5%
UB
617
UMB Bank
Missouri
$124K -$2.93M -17,853 -96%
BTI
618
Blue Trust Inc
Georgia
$123K -$11.8K -72 -8%
SIM
619
Sentry Investment Management
Wisconsin
$117K -$20.8K -127 -14%
SAM
620
Smartleaf Asset Management
Massachusetts
$112K +$19.5K +119 +19%
TFIPS
621
Towarzystwo Funduszy Inwestycyjnych PZU SA
$111K
DPW
622
DiNuzzo Private Wealth
Pennsylvania
$107K
Bank Julius Baer & Co
623
Bank Julius Baer & Co
Switzerland
$106K -$190K -1,156 -64%
ETS
624
ESL Trust Services
New York
$100K
CH
625
Cromwell Holdings
Wyoming
$97.4K

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.