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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
BAM
626
Byrne Asset Management
New Jersey
$16.1K -$12.7K -100 Closed
GWSG
627
GPS Wealth Strategies Group
Colorado
$16K -$4.32K -34 -25%
MTIC
628
Missouri Trust & Investment Company
Missouri
$16K
PA
629
PSI Advisors
Florida
$16K
HWA
630
Heritage Wealth Advisors
Virginia
$16K +$12.7K +100 New
LFA
631
LGT Financial Advisors
Texas
$15.9K
EWP
632
Elevation Wealth Partners
California
$15.6K +$16.3K +128 New
PWMG
633
Prestige Wealth Management Group
New Jersey
$15.6K -$1.78K -14 -13%
HWA
634
HHM Wealth Advisors
Tennessee
$13.3K
IA
635
IFP Advisors
Florida
$12.6K +$4.96K +39 +100%
CWC
636
Carolinas Wealth Consulting
North Carolina
$12.2K
TFGT
637
TS Financial Group (TSFG)
Illinois
$12K
TIM
638
Thompson Investment Management
Wisconsin
$11.9K +$9.41K +74 New
GKIM
639
GW&K Investment Management
Massachusetts
$11K +$127 +1 +1%
VNA
640
Valley National Advisers
Pennsylvania
$11K +$3.43K +27 +60%
IPW
641
Impact Partnership Wealth
Georgia
$10.1K -$358K -2,814 -98%
NMM
642
Naples Money Management
Florida
$10K +$7.88K +62 New
RDIA
643
RE Dickinson Investment Advisors
Iowa
$10K
FFO
644
Fortitude Family Office
Arizona
$9.62K +$7.63K +60 New
PWMG
645
Private Wealth Management Group
New Jersey
$9.62K +$7.63K +60 New
GEA
646
Glen Eagle Advisors
New Jersey
$9.46K
MCM
647
MV Capital Management
Maryland
$9.3K -$8.52K -67 -54%
MHR
648
Matthew Hamilton Rosenberg
$9.14K
AA
649
AlphaMark Advisors
Kentucky
$9K -$636 -5 -8%
GC
650
Gould Capital
Washington
$8.82K

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.